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iShares Russell Mid-Cap Growth ETF - IWP

iShares Russell Mid-Cap Growth ETF - IWP

Profile

Data Providers

Quote

  • nav ($)
    121.02
  • nav change
    1.16 / 1.0%
(As of Tuesday April 03, 2018)

Overview

  • distribution channel

    Institutional

  • ticker

    IWP

  • category

    Multi-Cap Growth Funds

  • management type

    Index

  • total assets

    $8.56B

Read description

Fund Scorecard

assets
$9B
Great
flows
$144M
Great
fees
0.25%
Lowest
turnover
27%
Below Average
performance
18.30%
Below Average
manager tenure
7.0
Average

Advisors Using This Fund

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Holders

ETF Holders

Filing period ending Dec. 31, 2015
There is no ETF data available to display at this time.

Balance Summary

holder

Parametric Portfolio Associates Llc

Benjamin F. Edwards & Company, Inc.
Capital Analysts, Inc.
Raymond James & Associates
Mariner Wealth Advisors, Llc
New Amsterdam Partners Llc/Ny
Paracle Advisors, Llc

Smithfield Trust Co

Fiduciary Trust Co

Wunderlich Securities, Inc.
Financial Management Professionals, Inc.
Independent Portfolio Consultants, Inc.

Ameriprise Financial Inc

Snow Capital Management Lp
Partnervest Advisory Services Llc
Commonwealth Equity Services, Inc

Cetera Investment Advisers

Cls Investments, Llc
United Capital Financial Advisers, Llc

Highland Private Wealth Management

Bahl & Gaynor Inc

Nations Financial Group Inc, /Ia/ /Adv

Johnson Investment Counsel Inc

Bank Of The West

Raymond James Trust N.A.
Starfire Investment Advisers, Inc.
Pure Financial Advisors, Inc.
Meridian Management Co

Bryn Mawr Trust Co

Signaturefd, Llc
Sva Plumb Wealth Management, Llc

Whittier Trust Co Of Nevada Inc

Mycio Wealth Partners, Llc
Manchester Capital Management Llc
American Research & Management Co.
Thompson Davis & Co., Inc.
Focused Wealth Management, Inc

Royal Bank Of Canada

One Capital Management, Llc

Kcg Holdings, Inc.

Pinnacle Summer Investments, Inc.
Rockefeller Financial Services Inc
Jmg Financial Group, Ltd.

Pinnacle Financial Partners Inc

Enterprise Financial Services Corp

Stifel Financial Corp
Balasa Dinverno & Foltz Llc

Westfield Capital Management Co Lp

Oarsman Capital, Inc.
Eaton Vance Management
Veritable, L.P.

Cambridge Trust Co

Brown Advisory Inc
American Economic Planning Group Inc /Adv
Blair William & Co/Il
Westport Resources Management Inc
Fcg Advisors, Llc

Whittier Trust Co

Teachers Advisors Inc

Private Bank & Trust Co

Virtu Financial Llc

Sei Investments Co
Stephens Inc /Ar/
Sii Investments Inc/Wi

Ausdal Financial Partners, Inc.

Mcf Advisors Llc
Huntington Steele Llc
Quadrant Capital Group Llc

Amarillo National Bank

Cwm, Llc
Amerivest Investment Management Llc
Ntv Asset Management Llc
Fmr Llc
Atlanta Capital Group
Victory Capital Management Inc

Evercore Wealth Management, Llc

Loring Wolcott & Coolidge Fiduciary Advisors Llp/Ma

Northern Oak Wealth Management Inc

Insight 2811, Inc.

Newsquare Capital Llc

Regions Financial Corp

Sunbelt Securities, Inc.

Johnson Financial Group, Inc.

Blackrock Investment Management, Llc
Voya Investment Management Llc
First Allied Advisory Services, Inc.
Ghp Investment Advisors, Inc.
Churchill Management Corp
Mathes Company, Inc.

High Falls Advisors, Inc

Country Trust Bank

Haverford Trust Co

Umb Bank N A/Mo

Hokanson Associates, Inc.
San Francisco Sentry Investment Group (Ca)
Ct Financial Advisors Llc
Hhg & Company, Llc
Ims Capital Management
Lpl Financial Llc
Cranbrook Wealth Management, Llc

Fulton Bank, N.A.

Pennsylvania Trust Co

Us Financial Advisors, Llc
Pacific Financial Group Inc

Kalos Management, Inc.

Timessquare Capital Management, Llc
Forte Capital Llc /Adv

J.Safra Asset Management Corp

Stonebridge Capital Advisors Llc

Bnp Paribas Arbitrage, Sa

Gv Financial Advisors

First Financial Corp /In/

Comerica Bank

Sterling Capital Management Llc
William Blair Investment Management, Llc
Iberiabank Corp

Monroe Bank & Trust/Mi

Barrett Asset Management, Llc
Goldman Sachs Group Inc
Wedgewood Investors Inc /Pa/
Cohen Capital Management, Inc.
Rinet Co Llc
Burt Wealth Advisors
Kingfisher Capital Llc

Mufg Americas Holdings Corp

Private Advisor Group, Llc

Ubs Group Ag

Autus Asset Management, Llc
Capital Directions Investment Advisors, Llc
Oak Ridge Investments Llc
Winslow, Evans & Crocker, Inc.

Bokf, Na

Bank Of America Corp /De/

Brinker Capital Inc

Northwestern Mutual Wealth Management Co

Darrell & King Llc

Blackrock Inc.
Covenant Multifamily Offices, Llc

Manufacturers Life Insurance Company, The

Sandy Spring Bank

First United Bank Trust/

Franklin Resources Inc

Metlife Securities, Inc
Fred Alger Management Inc
Gemmer Asset Management Llc
Fdx Advisors, Inc.
Clark Capital Management Group, Inc.

Hl Financial Services Llc

Federated Investors Inc /Pa/

Jones Financial Companies Lllp

Security National Trust Co

Lbj Family Wealth Advisors, Ltd.
Badgley Phelps & Bell Inc

Bank Of New York Mellon Corp

Mv Capital Management, Inc.
Green Square Capital Llc

Tower Research Capital Llc

Spectrum Asset Management, Inc. (Nb/Ca)
Mml Investors Services, Llc
Cetera Advisor Networks Llc
Investment Centers Of America Inc

Commerce Bank

Peapack Gladstone Financial Corp

Hsbc Holdings Plc

Goelzer Investment Management, Inc.
Lazard Asset Management Llc

Ubs Global Asset Management Americas Inc

Oxbow Advisors, Llc
Sage Financial Group Inc

Alpha Omega Wealth Management Llc

Cambridge Investment Research Advisors, Inc.
First Republic Investment Management, Inc.

University Of Texas Investment Managment Co

Hm Payson & Co
Archford Capital Strategies, Llc
Hightower Advisors, Llc

Tnb Financial

Eqis Capital Management, Inc.
M Holdings Securities, Inc.
Axa

Fifth Third Bancorp

Sawtooth Asset Management, Inc.
Morgan Dempsey Capital Management Llc

Tiaa Cref Trust Co Fsb/Mo

Raymond James Financial Services Advisors, Inc.
Citigroup Inc
Northern Capital Management Llc
Sequent Asset Management, Llc

Jacobus Wealth Management, Inc.

Investors Capital Advisory Services

Sageworth Trust Co

Hoertkorn Richard Charles

Venturi Wealth Management, Llc

First National Trust Co

American International Group Inc

Next Financial Group, Inc
Sol Capital Management Co
Winfield Associates, Inc.
Gierl Augustine Investment Management Inc
Northern Trust Corp

Ladenburg Thalmann Financial Services Inc

Morgan Stanley
Highland Capital Management, Llc
Disciplined Growth Investors Inc /Mn
Plante Moran Financial Advisors, Llc
Capital Advisors, Ltd. Llc

Mandatum Life Insurance Co Ltd

Two Sigma Advisers, Llc
Ameritas Investment Partners, Inc.
Qci Asset Management Inc/Ny

Bessemer Group Inc

Deroy & Devereaux Private Investment Counsel Inc
Alesco Advisors Llc

Amg National Trust Bank

Pnc Financial Services Group, Inc.

Parsec Financial Management, Inc.
Brighton Jones Llc
Us Bancorp \De\
Puplava Financial Services, Inc.
Janney Montgomery Scott Llc
Columbus Circle Investors
Brown Brothers Harriman & Co
Feltz Wealth Plan Inc.
Nicholas Investment Partners, Lp
Tocqueville Asset Management L.P.
Joel Isaacson & Co., Llc

Bbva Compass Bancshares, Inc

Wesbanco Bank Inc

Ftb Advisors, Inc.
Oppenheimer & Co Inc
Investment Partners Ltd /Oh/ /Adv

First Mercantile Trust Co

Rockland Trust Co

Krasney Financial Llc
Horizon Investment Services, Llc
Richard Bernstein Advisors Llc

Huntington National Bank

Keybank National Association/Oh

Stearns Financial Services Group

Atlantic Trust Group, Llc

Allen Investment Management Llc
Captrust Financial Advisors
Assetmark, Inc
Wfg Advisors, Lp
Madison Investment Holdings Inc
Congress Asset Management Co /Ma
Parsons Capital Management Inc/Ri
Accredited Investors Inc.

Alps Advisors Inc

First City Capital Management, Inc.

Central Trust & Investment Co

Lifeplan Financial Group, Inc
Advisory Services Network, Llc
Sigma Planning Corp
Advocacy Wealth Management Services, Llc
Pbwm Holdings, Llc

City Holding Co

Parkside Financial Bank & Trust

Suntrust Banks Inc

M&T Bank Corp

Ep Wealth Advisors, Inc.
Mai Capital Management
Neuberger Berman Group Llc
Atlas Brown,Inc.

Bronfman E.L. Rothschild, L.P.

Stratos Wealth Partners, Ltd.

Rathbone Brothers Plc

St Germain D J Co Inc

Bishop & Co Investment Management, Llc
Rhumbline Advisers

People's United Financial, Inc.

National Planning Corp
Integrated Wealth Management

Susquehanna International Group, Llp

Confluence Wealth Management Llc
Transamerica Financial Advisors, Inc.
Burns J W & Co Inc/Ny
Whitnell & Co.
Millennium Management Llc

Zions Bancorporation

Citadel Advisors Llc
Northrock Partners, Llc
1st Source Bank
Heritage Wealth Advisors
Karp Capital Management Corp
Harfst & Associates, Inc.
Sonora Investment Management, Llc
Vantage Investment Advisors, Llc
Confluence Investment Management Llc

Asset Dedication, Llc

Moneta Group Investment Advisors Llc

Credit Suisse Ag/

Wells Fargo & Company/Mn
Donald L. Hagan, Llc
Murphy Capital Management Inc
Cetera Advisors Llc
New England Private Wealth Advisors Llc

Firstmerit Bank N A Trustee

Duncker Streett & Co Inc

Financial Counselors Inc

Kernodle & Katon Asset Management Group, Llc

Brick & Kyle, Associates
Delta Asset Management Llc/Tn

Alliance Wealth Management Group

Polaris Wealth Advisers, Llc
Carroll Financial Associates, Inc.

Massmutual Trust Co Fsb/Adv

Baird Financial Group, Inc.
Nwam Llc
Meeder Asset Management Inc
Lba Wealth Management, Llc
Hudock Moyer Wealth Resources, Llc
Kings Point Capital Management
Sanctuary Wealth Advisors, Llc
Wrapmanager Inc

Consolidated Investment Group Llc

Trust Department Mb Financial Bank N A

Synovus Financial Corp

Private Ocean, Llc
Mutual Of America Capital Management Corporation
Bb&T Corp

Ifp Advisors, Inc

Silvercrest Asset Management Group Llc
Eisneramper Wealth Management Corporate Benefits, Llc

Old National Bancorp /In/

Kayne Anderson Rudnick Investment Management Llc

Trust Co Of Vermont

Davidson D A & Co
Truepoint, Inc.
Camarda Financial Advisors, Llc

Jane Street Group, Llc

Courier Capital Corp

First National Bank Sioux Falls

Jpmorgan Chase & Co

Allegis Investment Advisors, Llc

Finemark National Bank & Trust

Bb&T Securities, Llc

Farmers & Merchants Investments Inc

American Independence Financial Services Llc
Regent Investment Management Llc
Glenmede Trust Co Na
Davenport & Co Llc
Spectrum Management Group, Inc.
Argentus Capital Management, Llc
Prospera Financial Services Inc
Gupta Wealth Management Llc
Creative Planning
Wade G W & Inc
Concannon Wealth Management, Llc

Chemical Bank

Integrated Investment Consultants, Llc

Envestnet Asset Management Inc
Bartlett & Co. Llc
    Filing period ending Dec. 31, 2015

    Assets

    Net Assets

    Total Net Assets

    $8.56B

    (Through Mar 2018)
    There is no Assets data available to display at this time.

    Flows

    Net Flows

    1 Year Net Flows

    $144.14M

    (Through Feb 2017)
    There is no Flow data available to display at this time.
    * BrightScope's primary source for fund flow data is the SEC Form N-SAR filing.

    Fees

    Fee Comparison

    expense ratio

    0.25%

    Lowest
    There is no Fee data available to display at this time.

    Turnover

    turnover

    27%

    Below Average
    There is no Turnover data available to display at this time.

    Performance

    Growth of 10k

    1 Year Return

    18.30%

    There is no Performance data available to display at this time.
    Peer Group consists of 383 Multi-Cap Growth Funds funds distributed through Institutional channels.

    Risk

    Standard Deviation ¹ 3.13
    Sharpe Ratio ² 0.79
    R-Squared ³ 0.88
    Beta ³ 1.01
    ¹ Calculated using a 36 month sample population.
    ² Calculated using a 36 month sample population benchmarked to the U.S. 3-Month T-Bill Total Return Index.
    ³ Calculated using a 36 month sample population benchmarked to the S&P 500 Monthly Reinvest Index.

    Rank in Category

    YTD
    1y
    3y
    5y
    #[[rank]] out of [[total]]
    Multi-Cap Growth Funds

    [[percentile|ordinalNumber]]

    percentile

    N/A

    There is no Rank in Category data available to display at this time

    Managers

    Current Fund Managers

    • Greg Savage

      01-01-2008 - present
    • Diane Hsiung

      01-01-2008 - present
    • Jennifer Hsui

      01-01-2012 - present
    • Matthew Goff

      01-01-2013 - present