iShares Russell Mid-cap Grow ETF (IWP): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
1 concentrated manager holds it (+1 vs last quarter) with a median weight of 0.0%.
Quarter flow (concentrated managers)
Change in managers (0 → 1): 1 opened · 0 exited = +1
Net flow in the quarter: +$201K (+1 K shares) · bought $201K and sold $0Shares concentrated managers added minus those they cut, valued at the 13F quarter-end implied price, not each trade's price. It is a different measure from the change in managers: the two can have opposite signs.
The set of concentrated managers changed between quarters: with the set as it was then, 1 held it last quarter (the chart point); with today's set, 0 (the base for the change).
Concentrated managers holding it
- Rosenblum Silverman Sutton S FNew$201K0.0%+0.0 pp
Up to 15, sorted by position value. The percentage is the weight in each manager's portfolio.
Largest holders of IWP (all 13F filers)
- Morgan Stanley20.1 MBank or trading desk+178 K
- Bank of America7.0 MBank or trading desk−100 K
- Envestnet Asset Management5.9 MWealth adviser+94 K
- Wells Fargo5.3 MBank or trading desk+200 K
- First Command Advisory Services3.9 MType not verified−9,627
- LPL Financial2.7 MWealth adviser+82 K
- UBS Group2.7 MBank or trading desk−33 K
- Ameriprise Financial2.5 MWealth adviser−60 K
- PNC Financial Services Group2.4 MBank or trading desk−10 K
- Cassaday & Co Wealth Management2.2 MWealth adviser+58 K
- Shares
- 20.1 M
- Change
- +178 K
See more
- Type
- Bank or trading desk
- Value
- $2.9 bn
- Shares
- 7.0 M
- Change
- −100 K
See more
- Type
- Bank or trading desk
- Value
- $1.0 bn
- Shares
- 5.9 M
- Change
- +94 K
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- Type
- Wealth adviser
- Value
- $859M
- Shares
- 5.3 M
- Change
- +200 K
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- Type
- Bank or trading desk
- Value
- $781M
- Shares
- 3.9 M
- Change
- −9,627
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- Type
- Type not verified
- Value
- $577M
- Shares
- 2.7 M
- Change
- +82 K
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- Type
- Wealth adviser
- Value
- $399M
- Shares
- 2.7 M
- Change
- −33 K
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- Type
- Bank or trading desk
- Value
- $398M
- Shares
- 2.5 M
- Change
- −60 K
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- Type
- Wealth adviser
- Value
- $374M
- Shares
- 2.4 M
- Change
- −10 K
See more
- Type
- Bank or trading desk
- Value
- $355M
- Shares
- 2.2 M
- Change
- +58 K
See more
- Type
- Wealth adviser
- Value
- $328M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗