iShares Russell Mid-Cap Growth

IWP • ARCA

iShares Russell Mid-Cap Growth is an exchange-traded fund on ARCA. As of Q3 2025, 1,140 institutional investors hold shares in this ETF, with total holdings valued at $15.9B. MORGAN STANLEY is the largest holder with a position valued at $2.8B.

Overview

Overview of institutional ownership in IWP as of Q3 2025

All Institutions

Institutions: 1,140
Value Held: $15.9B
Shares Held: 112.0M
Avg Position: $14.0M
Median Position: $726.9K

Hedge Funds

Hedge Funds: 11
Value Held: $19.3M
Shares Held: 135.5K
Avg Position: $1.8M
Median Position: $996.9K

Biggest Investors

Institutions with the largest positions in IWP as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$2.8B 0.17% of portfolio	19.8M shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$878.7M 0.07% of portfolio	6.2M shares	≤ Q2 2013 Held for 12y 5m+	$1.33T
J JONES FINANCIAL COMPANIES LLLP Institution	-	$795.0M 0.54% of portfolio	5.6M shares	≤ Q2 2013 Held for 12y 5m+	$146.70B
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$768.6M 0.22% of portfolio	5.4M shares	≤ Q2 2013 Held for 12y 5m+	$341.99B
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	$744.7M 0.15% of portfolio	5.2M shares	≤ Q2 2013 Held for 12y 5m+	$488.50B
First Command Advisory Services, Inc. RIA/Wealth	Mark Duane Steffe CEO	$506.2M 3.70% of portfolio	3.6M shares	Q3 2023 Held for 2y 2m	$13.7B
AMERIPRISE FINANCIAL INC Institution	Jim Cracchiolo CEO	$363.3M 0.08% of portfolio	2.6M shares	≤ Q2 2013 Held for 12y 5m+	$433.11B
L LPL Financial LLC Institution	-	$349.6M 0.10% of portfolio	2.5M shares	≤ Q2 2013 Held for 12y 5m+	$340.07B
PNC FINANCIAL SERVICES GROUP, INC. Institution	William S. Demchak CEO	$348.3M 0.21% of portfolio	2.4M shares	≤ Q2 2013 Held for 12y 5m+	$164.83B
T TIAA TRUST, NATIONAL ASSOCIATION Institution	-	$345.9M 0.84% of portfolio	2.4M shares	Q3 2023 Held for 2y 2m	$41.2B

Net Capital Flow

Institutional buying and selling activity for IWP in Q3 2025

Traded: +$1.5B
Buyers: 428
Sellers: 420
Total Bought: +$1.8B
Total Sold: −$347.6M
Avg Position: $13.3M

Biggest Buyers

Institution	Net Bought	Current Position
First Command Advisory Services, Inc. RIA/Wealth	+$505.6M +3.6M shares	$506.2M 3.6M shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	+$485.1M +3.4M shares	$768.6M 5.4M shares
V VANTAGEPOINT INVESTMENT ADVISERS LLC Institution	+$269.9M +1.9M shares	$269.9M 1.9M shares
MORGAN STANLEY RIA/Wealth	+$64.5M +452.9K shares	$2.8B 19.8M shares
J JONES FINANCIAL COMPANIES LLLP Institution	+$49.3M +345.9K shares	$795.0M 5.6M shares
B BNP PARIBAS ARBITRAGE, SA Institution	+$36.1M +253.2K shares	$71.3M 501.0K shares
Cetera Investment Advisers RIA/Wealth	+$35.4M +248.4K shares	$95.1M 667.9K shares
CULLEN/FROST BANKERS, INC. Institution	+$34.0M +238.8K shares	$170.2M 1.2M shares
Envestnet Portfolio Solutions, Inc. Long Only Manager	+$30.9M +217.1K shares	$259.4M 1.8M shares
F FIRST CITIZENS BANK & TRUST CO Institution	+$30.1M +211.2K shares	$241.8M 1.7M shares

Biggest Sellers

Institution	Net Sold	Current Position
BANK OF AMERICA CORP /DE/ Institution	−$64.8M −454.8K shares	$878.7M 6.2M shares
H HSBC HOLDINGS PLC Institution	−$24.5M −176.9K shares	Sold Off 0 shares
T TIAA TRUST, NATIONAL ASSOCIATION Institution	−$15.9M −111.9K shares	$345.9M 2.4M shares
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	−$15.1M −106.0K shares	$340.7M 2.4M shares
WELLINGTON MANAGEMENT CO LLP Long Only Manager	−$14.4M −104.0K shares	Sold Off 0 shares
AE Wealth Management LLC RIA/Wealth	−$10.9M −76.5K shares	$12.7M 89.2K shares
C CLS Investments, LLC Institution	−$9.6M −67.3K shares	$27.8M 195.0K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$9.3M −65.2K shares	$1.7M 11.8K shares
Pacific Life Fund Advisors LLC Fund of Funds	−$8.7M −61.2K shares	$100.0M 702.0K shares
COMMERCE BANK RIA/Wealth	−$8.6M −60.4K shares	$236.7M 1.7M shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited IWP in Q3 2025

New Positions: 35
New Value: $293.9M
Exited Positions: 60
Exited Value: $82.4M

New Positions

Institution	Position Value
V VANTAGEPOINT INVESTMENT ADVISERS LLC Institution	$269.9M 1.9M shares
FIRST CITIZENS INVESTOR SERVICES, INC. RIA/Wealth	$12.6M 88.6K shares
Moran Wealth Management, LLC RIA/Wealth	$2.1M 14.6K shares
LWM Advisory Services, LLC RIA/Wealth	$1.7M 12.0K shares
V Vise Technologies, Inc. Institution	$897.1K 6.3K shares
L Laffer Investments RIA/Wealth	$737.4K 5.2K shares
M My Personal CFO, LLC RIA/Wealth	$714.5K 5.0K shares
Granite Harbor Advisors, Inc. RIA/Wealth	$590.6K 4.1K shares
COMPASS CAPITAL MANAGEMENT INC/ Long Only Manager	$559.4K 3.9K shares
Berman McAleer LLC RIA/Wealth	$519.7K 3.6K shares

Exited Positions

Institution	Previous Position
H HSBC HOLDINGS PLC Institution	$24.5M 176.9K shares
WELLINGTON MANAGEMENT CO LLP Long Only Manager	$14.4M 104.0K shares
TradeLink Capital LLC Hedge Fund•Event Driven	$4.5M 32.4K shares
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$4.4M 31.5K shares
L Laurel Wealth Advisors LLC RIA/Wealth	$4.3M 30.8K shares
SUMMIT WEALTH GROUP LLC / CO RIA/Wealth	$3.3M 23.6K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$3.0M 21.5K shares
Q Q3 Asset Management Long Only Manager	$2.8M 19.9K shares
D D. E. Shaw & Co., Inc. Institution	$2.5M 18.1K shares
Commonwealth Financial Services, LLC RIA/Wealth	$2.2M 15.9K shares

Options Activity

Institutions with the largest Call and Put options positions in IWP as of Q3 2025

Call Positions: 6
Call Value: $23.8M
Put Positions: 8
Put Value: $38.1M

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$9.1M 638.0 contracts
C Cubist Systematic Strategies, LLC Institution	$5.1M 356.0 contracts
J JANE STREET GROUP, LLC Institution	$4.1M 290.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$3.6M 253.0 contracts
W WOLVERINE TRADING, LLC Institution	$1.9M 131.0 contracts
C CSS LLC/IL Institution	- - contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$25.8M 1.8K contracts
C Cubist Systematic Strategies, LLC Institution	$6.8M 478.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$2.6M 185.0 contracts
W WOLVERINE TRADING, LLC Institution	$1.9M 130.0 contracts
J JANE STREET GROUP, LLC Institution	$954.1K 67.0 contracts
CAPITAL FUND MANAGEMENT S.A. Hedge Fund•Quant Macro	- - contracts
C CSS LLC/IL Institution	- - contracts
BANK OF AMERICA CORP /DE/ Institution	- - contracts

Most Committed Institutions

Institutions with IWP as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Financial Advisory Corp RIA/Wealth	Paul George Anthes President	15.55% $105.6M	741.4K shares	Q4 2024 Held for 11 months	$679.2M
L LBJ Family Wealth Advisors, Ltd. Family Office	Faith Creighton Vincent CIO	10.38% $19.0M	133.2K shares	Q4 2014 Held for 10y 11m	$182.7M
Pacific Life Fund Advisors LLC Fund of Funds	Howard Tomio Hirakawa President	10.26% $100.0M	702.0K shares	Q1 2025 Held for 8 months	$974.8M
Integrated Investment Consultants, LLC RIA/Wealth	Todd J Wagenberg Managing Partner	8.17% $47.2M	331.7K shares	Q1 2018 Held for 7y 8m	$578.2M
C Cedar Mountain Advisors, LLC RIA/Wealth	Adam Lee Woods Managing Partner	7.54% $38.7M	272.1K shares	Q4 2019 Held for 5y 11m	$513.6M
S Sequent Asset Management, LLC Institution	-	7.12% $9.6M	67.2K shares	≤ Q2 2013 Held for 12y 5m+	$134.4M
Cassaday & Co Wealth Management LLC RIA/Wealth	Stephan Quinn Cassaday President	6.95% $301.7M	2.1M shares	Q4 2022 Held for 2y 11m	$4.3B
Bishop & Co Investment Management, LLC RIA/Wealth	Michael William Bishop President	6.83% $20.4M	143.5K shares	Q4 2015 Held for 9y 11m	$299.0M
FSA Wealth Management LLC RIA/Wealth	Simon John Heslop President	6.76% $18.4M	129.3K shares	Q3 2024 Held for 1y 2m	$272.6M
PETRA FINANCIAL ADVISORS INC RIA/Wealth	Jonathan Stephen Forbes President	6.10% $10.3M	72.7K shares	Q3 2023 Held for 2y 2m	$169.8M

Hedge Fund Spotlight

Discover hedge funds investing in IWP

Rothschild Capital Partners, LLC

Hedge Fund • Long/Short

Portfolio ManagerDavid Dalsemer Rothschild

Portfolio Value: $423.3M
Positions: 95
Last Reported: Q3 2025

Sector Allocation

Position in iShares Russell Mid-Cap Growth

Market Value: $244.4K
Shares Held: 1.7K
Portfolio Weight: 0.06%
Owned Since: 2023-Q4

Top Holding	Sector	Market Value	Weight
1 Apple AAPL	Consumer Electronics Technology	$38.9M	9.19%
2 JPMorgan Chase JPM	Banks - Diversified Financial Services	$36.2M	8.56%
3 Amazon AMZN	Specialty Retail Consumer Cyclical	$32.0M	7.56%