Inst. Holders
50 funds
IW
IWP
ISHARES TR
$141.22 ▲ +1.13%
Prev close $139.6416 New Institutional Positions14 Institutional Exits
Snapshot
The big-picture read on IWP right now — valuation, ownership and activity at a glance.
Inst. Value
$11.9B
Inst. Activity
16 buys / 14 sells
SEC Reports
1
Price chart 30d +1.0%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 15, 2026 short_volume
Short Volume: IWP — 79.9% short (0.5M / 0.6M)
Short: 456,044 | Exempt: 1,409 | TRF Vol: 570,519 | Short Ratio: 79.9% | Off-exchange volume (dark p
Jun 30, 2026 Inst.
JONES FINANCIAL COMPANIES LLLP — TRIM
1,996,544 shares ($282.9M)
Jun 30, 2026 Inst.
Jun 11, 2026 SEC BNP PARIBAS FINANCIAL MARKETS — ADD
395,460 shares ($57.9M)
A mixed institutional cluster in IWP (iShares Russell Mid-Cap Growth ETF) for Q3 2024 shows 7 buyers accumulating $37.3M
INST-CLUSTER — Impact 4/10
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
1 SEC filing reports analyzed · 0 bullish, 0 bearish, 1 mixed, 0 neutral · avg impact 4.0/10.
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 15, 2026
short_volume
Short Volume: IWP — 79.9% short (0.5M / 0.6M)
Short: 456,044 | Exempt: 1,409 | TRF Vol: 570,519 | Short Ratio: 79.9% | Off-exchange volume (dark pool + OTC)
Sep 11, 2026
ftd
FTD: IWP — 10,067 shares ($1.4M) failed to deliver
Settlement: 20260911, Price: $136.68, FTD Value: $1,375,957.56, ISHARES RUSSELL MID-CAP GROWTH
Sep 10, 2026
ftd
FTD: IWP — 9,289 shares ($1.3M) failed to deliver
Settlement: 20260910, Price: $138.45, FTD Value: $1,286,062.05, ISHARES RUSSELL MID-CAP GROWTH
Sep 7, 2026
dark_pool
Dark Pool: IWP — 0.3M shares, 3,750 trades
Week starting 2026-09-07. Total ATS volume: 284,644 shares across 3,750 trades.
Sep 4, 2026
ftd
FTD: IWP — 34,470 shares ($4.8M) failed to deliver
Settlement: 20260904, Price: $139.81, FTD Value: $4,819,250.7, ISHARES RUSSELL MID-CAP GROWTH
Institutional ownership
Which big funds own IWP (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $11.9B total value (81,062,752 shares) as of 2026-Q2. Top holders: MORGAN, BANK, ENVESTNET. Net buying activity: 16 institutions added/increased vs 14 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| MORGAN STANLEY | 20,083,691 | $2.9B | 24.8% | — |
| BANK OF AMERICA CORP /DE/ | 7,000,459 | $1.0B | 8.6% | — |
| ENVESTNET ASSET MANAGEMENT INC | 5,866,456 | $858.9M | 7.2% | — |
| WELLS FARGO & COMPANY/MN | 5,335,358 | $781.1M | 6.6% | — |
| First Command Advisory Services, Inc. | 3,941,675 | $577.1M | 4.9% | — |
| LPL Financial LLC | 2,726,167 | $399.1M | 3.4% | — |
| UBS Group AG | 2,718,424 | $398.0M | 3.4% | — |
| AMERIPRISE FINANCIAL INC | 2,542,307 | $373.5M | 3.1% | — |
| PNC FINANCIAL SERVICES GROUP, INC. | 2,424,157 | $354.9M | 3.0% | — |
| COMMONWEALTH EQUITY SERVICES, LLC | 2,218,307 | $324.8M | 2.7% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | TRIM | 2,851,583 | 1,996,544 | -30.0% | $282.9M |
| BNP PARIBAS FINANCIAL MARKETS | ADD | 299,260 | 395,460 | +32.1% | $57.9M |
| WELLINGTON MANAGEMENT GROUP LLP | NEW | — | 370,317 | — | $54.2M |
| Pathstone Holdings, LLC | ADD | 100,162 | 168,554 | +68.3% | $24.7M |
| CONGRESS ASSET MANAGEMENT CO | TRIM | 311,168 | 154,279 | -50.4% | $22.6M |
| AE Wealth Management LLC | ADD | 119,429 | 152,890 | +28.0% | $22.4M |
| BROWN ADVISORY INC | TRIM | 193,774 | 103,158 | -46.8% | $15.1M |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | TRIM | 239,290 | 80,842 | -66.2% | $11.8M |
| &PARTNERS | TRIM | 93,634 | 69,969 | -25.3% | $10.3M |
| Quantinno Capital Management LP | ADD | 41,422 | 53,780 | +29.8% | $7.9M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for IWP.
Shares short
1,489,682
Settlement Sep 15, 2026
Change vs prior
-2.1%
Semi-monthly cycle
Days to cover
2.5
At avg daily volume
All IWP filing & press-release reports (1)
- INST-CLUSTER reportJun 11, 2026