ETF Holders

Who owns IWP?

Small or mid cap

iShares Russell Mid-Cap Growth ETF · iShares

1,218 institutions reported holding IWP, worth $16.4B, in Form 13F filings for June 30, 2026.

13F holders
1,218
Institutional value
$16.4B
Change from prior quarter
+15.1%
+$2.2B, with price moves
New and sold-out firms
133 / 50
350 added, 393 trimmed

Top 10 institutional holders of IWP

FirmLocationValueSharesChange
Morgan StanleyNew York, NY$2.9B20,083,691+178,260 shares
Bank of America Corp.Charlotte, NC$1.0B7,000,459−100,151 shares
Envestnet Asset Management Inc.Berwyn, PA$858.9M5,866,456+93,924 shares
Wells Fargo & CompanySan Francisco, CA$781.1M5,335,358+199,763 shares
First Command Advisory Services, Inc.Fort Worth, TX$577.1M3,941,675−9,627 shares
LPL Financial LLCFort Mill, SC$399.1M2,726,167+81,816 shares
UBS Group AGZurich, Switzerland$398.0M2,718,424−32,960 shares
Ameriprise Financial Inc.Minneapolis, MN$373.5M2,542,307−59,952 shares
PNC Financial Services Group, Inc.Pittsburgh, PA$354.9M2,424,157−10,043 shares
Cassaday & Co Wealth Management LLCMclean, VA$328.4M2,243,150+58,416 shares
1,208 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Compare what they hold: IWP vs SPMD, IWP vs MDY, IWP vs VBK, IWP vs VOE.

Frequently asked questions

Who owns IWP?

1,218 institutional managers reported holding IWP in Form 13F filings for June 30, 2026, worth $16.4B in total. The largest reported position was held by Morgan Stanley, at $2.9B.

Did institutions buy or sell IWP last quarter?

Reported 13F value rose 15.1% from March 31, 2026, which includes price moves as well as buying and selling. 133 firms reported a new position and 50 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is IWP ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.