Запись по ценной бумаге · архивный квартал
IWP
iShares Russell Mid-Cap Growth ETF · Financial Services · Asset Management - Global
78Отслеживаемые держатели
-1Δ держателей
69.57MАкций в держании
$8.90BОтчётная стоимость
+3Новые позиции
−4Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей -1.3% ·
поток акций -2.8% ·
новые чистые позиции -1.3%
· формула
Широкое распределение: снижение долей и сокращение числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q1 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | +1 | 111.94K | $15.76M | +1 | −1 |
| Q2 2026 | 79 | +3 | 68.99M | $10.09B | +6 | −4 |
| Q1 2026 | 78 | -1 | 69.57M | $8.90B | +3 | −4 |
| Q4 2025 | 79 | +3 | 70.98M | $9.72B | +3 | n/a |
| Q3 2025 | 10 | -2 | 22.96M | $3.27B | +1 | −3 |
| Q2 2025 | 9 | +1 | 1.41M | $195.53M | +1 | n/a |
| Q1 2025 | 5 | -1 | 485.77K | $57.07M | +2 | −3 |
| Q4 2024 | 6 | 0 | 82.84K | $10.50M | +2 | −2 |
| Q3 2024 | 6 | 0 | 621.30K | $72.87M | +1 | −1 |
| Q2 2024 | 6 | n/a | 283.45K | $31.28M | n/a | n/a |
Кто держит · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 19.91M | +2.6% | $2.55B | 0.2% | ▲ Add | 3 | SEC ↗ ×6 |
| 2 | Bank Of America Corp /De/ | 7.10M | +0.1% | $909.73M | 0.1% | ▲ Add | 2 | SEC ↗ ×6 |
| 3 | Envestnet Asset Management Inc | 5.77M | -3.9% | $739.58M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 5.14M | -3.1% | $657.97M | 0.1% | ▼ Trim | 2 | SEC ↗ ×5 |
| 5 | Jones Financial Companies Lllp | 2.85M | -39.7% | $356.39M | 0.2% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | UBS Group AG | 2.75M | +16.2% | $352.51M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 7 | LPL Financial LLC | 2.64M | +1.1% | $338.79M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 8 | Ameriprise Financial Inc | 2.60M | -6.5% | $332.76M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 9 | Pnc Financial Services Group, Inc. | 2.43M | -1.0% | $311.87M | 0.2% | ▼ Trim | 2 | SEC ↗ ×8 |
| 10 | Commonwealth Equity Services, Llc | 2.25M | -2.0% | $288.73M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 11 | Us Bancorp \De\ | 1.58M | -0.1% | $202.80M | 0.2% | ▼ Trim | 2 | SEC ↗ ×3 |
| 12 | Northwestern Mutual Wealth… | 1.42M | +0.8% | $181.36M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 13 | Fidelity (FMR) ✦ | 1.18M | -0.2% | $150.74M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 14 | Osaic Holdings, Inc. | 1.17M | -1.5% | $150.07M | 0.2% | ▼ Trim | 2 | SEC ↗ ×4 |
| 15 | Raymond James Financial Inc | 1.04M | +2.1% | $132.55M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 16 | Royal Bank Of Canada | 755.62K | -13.9% | $96.81M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 17 | Cetera Investment Advisers | 690.01K | -3.8% | $88.40M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 18 | Mariner, LLC | 674.60K | +1.3% | $86.43M | 0.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 19 | Focus Partners Wealth | 657.83K | +0.9% | $84.32M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 20 | Truist Financial Corp | 637.93K | -7.9% | $81.73M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 21 | CIBC Bancorp USA Inc. | 632.09K | n/a | $80.98M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 22 | JPMorgan Chase ✦ | 606.78K | -1.9% | $75.01M | 0.0% | ▼ Trim | 3 | SEC ↗ ×9 |
| 23 | Fifth Third Bancorp | 511.01K | +153.0% | $65.47M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 24 | Goldman Sachs Group ✦ | 439.55K | +11.1% | $56.32M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 25 | Creative Planning | 423.39K | +0.6% | $54.24M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 26 | Bnp Paribas Financial Markets | 299.26K | -14.6% | $38.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Baird Financial Group, Inc. | 244.94K | -26.9% | $31.38M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 28 | HighTower Advisors, LLC | 242.68K | +3.1% | $31.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Kayne Anderson Rudnick Investment… | 239.29K | +41.2% | $30.65M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 228.67K | +0.4% | $29.30M | 0.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 31 | Brown Advisory Inc | 193.77K | +19.8% | $24.83M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 32 | Lido Advisors, LLC | 193.24K | -5.4% | $24.76M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 33 | Bank Of Montreal /Can/ | 177.48K | -7.7% | $22.74M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 34 | Hsbc Holdings Plc | 173.48K | -48.6% | $22.23M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 35 | Stifel Financial Corp | 162.48K | +0.2% | $20.82M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 36 | Corient Private Wealth LP | 139.01K | -58.5% | $17.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Mml Investors Services, Llc | 135.31K | -15.2% | $17.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Northern Trust Corp | 135.08K | -1.9% | $17.31M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 39 | Captrust Financial Advisors | 121.01K | +4.0% | $15.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Bank of New York Mellon Corp | 120.39K | +3.2% | $15.42M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 41 | Wealth Enhancement Advisory… | 98.75K | -17.6% | $12.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Nuveen, LLC | 79.14K | +11.2% | $10.14M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 43 | Cerity Partners LLC | 77.38K | +9.4% | $9.93M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 44 | Mercer Global Advisors Inc /Adv | 54.41K | +9.5% | $6.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | UBS AM, a distinct business unit of… | 53.43K | +298.4% | $6.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Cwm, Llc | 53.06K | -42.2% | $6.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Susquehanna International Group, Llp | 49.73K | +129.6% | $6.37M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 48 | Blair William & Co/Il | 46.98K | +5.5% | $6.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Quantinno Capital Management LP | 41.42K | -0.6% | $5.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Hrt Financial Lp | 35.29K | Новый | $4.52M | 0.0% | New | 1 | SEC ↗ |
| 51 | BlackRock ✦ (пассивный) | 32.42K | -5.3% | $4.15M | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 52 | T. Rowe Price ✦ | 32.08K | 0.0% | $4.11M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 53 | Jane Street Group, Llc | 31.31K | Новый | $4.01M | 0.0% | New | 1 | SEC ↗ |
| 54 | Citigroup Inc | 30.82K | -46.8% | $3.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Financial Engines Advisors L.L.C. | 28.55K | -1.8% | $3.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Allspring Global Investments… | 22.09K | -30.7% | $2.84M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 57 | AQR Capital Management ✦ | 21.96K | +20.3% | $2.81M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 58 | Wealthfront Advisers LLC | 19.02K | +7.7% | $2.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Alliancebernstein L.P. | 17.67K | -1.4% | $2.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Assetmark, Inc | 11.81K | +43.7% | $1.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Clearbridge Investments, LLC | 11.69K | -87.2% | $1.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Neuberger Berman Group LLC | 11.47K | -33.6% | $1.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | Franklin Resources Inc | 10.61K | -6.8% | $1.36M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 64 | Voya Investment Management Llc | 4.44K | -1.4% | $568,597 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | National Bank Of Canada /Fi/ | 4.33K | -9.1% | $554,520 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 66 | D. E. Shaw & Co. ✦ | 3.25K | -35.2% | $415,878 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | Cibc World Market Inc. | 2.63K | +28.6% | $337,212 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Lazard Asset Management Llc | 2.37K | 0.0% | $303,004 | 0.0% | Held | 2 | SEC ↗ |
| 69 | Empower Advisory Group, LLC | 2.10K | -30.4% | $268,924 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 70 | Russell Investments Group, Ltd. | 2.07K | -4.6% | $265,335 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | Federated Hermes, Inc. | 2.06K | -6.8% | $263,287 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 72 | Fayez Sarofim & Co | 1.90K | 0.0% | $242,916 | 0.0% | Held | 2 | SEC ↗ |
| 73 | Qube Research & Technologies Ltd | 1.76K | +2048.8% | $225,747 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | First Trust Advisors Lp | 1.68K | 0.0% | $215,113 | 0.0% | Held | 2 | SEC ↗ |
| 75 | Fisher Asset Management ✦ | 1.61K | -19.7% | $206,892 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 76 | Rhumbline Advisers | 1.44K | -57.5% | $183,977 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 77 | Deutsche Bank Ag\ | 346 | -53.6% | $44,330 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | Artisan Partners Limited Partnership | 11 | Новый | $1,351 | 0.0% | New | 1 | SEC ↗ |
«Вес в портфеле» = доля позиции в заявленной стоимости акционерного капитала 13F данного управляющего: показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Hrt Financial Lp | $4.52M | 0.0% |
| Jane Street Group, Llc | $4.01M | 0.0% |
| Artisan Partners Limited… | $1,351 | 0.0% |
Закрыто
| Two Sigma Investments | $7.49M | составлял 0.0% |
| Renaissance Technologies | $4.29M | составлял 0.0% |
| Wellington Management | $3.34M | составлял 0.0% |
| Legal & General Group Plc | $125,679 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 1,162 держатели, 111.33M акции, $14.01B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые владельцы данной ценной бумаги: количество случаев совместного владения, а не фундаментальные взаимосвязи.
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q1 2026 ·
Методология ·
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