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iShares S&P Mid-Cap 400 Growth ETF

859 hedge funds and large institutions have $6.11B invested in iShares S&P Mid-Cap 400 Growth ETF in 2025 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 204 increasing their positions, 310 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

28% less funds holding in top 10

Funds holding in top 10: 1813 (-5)

34% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 310

Holders
859
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$473K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$41.2M
2 +$20.7M
3 +$18.4M
4
LPL Financial
LPL Financial
California
+$14.4M
5
Bank of America
Bank of America
North Carolina
+$11.9M

Top Sellers

1 -$195M
2 -$136M
3 -$60.5M
4
Wells Fargo
Wells Fargo
California
-$13.9M
5
Ameriprise
Ameriprise
Minnesota
-$11M
Name Holding Trade Value Shares
Change
Change in
Stake
APP
201
Avantax Planning Partners
Iowa
$1.95M
AFC
202
AFT Forsyth & Company
Florida
$1.93M
DIP
203
Davis Investment Partners
North Carolina
$1.89M
CW
204
CreativeOne Wealth
Kansas
$1.88M
DC
205
Darrow Company
Massachusetts
$1.84M
Franklin Resources
206
Franklin Resources
California
$1.84M
TIA
207
Tiemann Investment Advisors
California
$1.81M
CWM
208
C2C Wealth Management
Arizona
$1.77M
Zurich Cantonal Bank
209
Zurich Cantonal Bank
Switzerland
$1.77M
SWP
210
Stratos Wealth Partners
Ohio
$1.75M
RCAG
211
Rehmann Capital Advisory Group
Michigan
$1.74M
AWM
212
Apollon Wealth Management
South Carolina
$1.72M
WFA
213
Wellspring Financial Advisors
Ohio
$1.72M
WT
214
Whittier Trust
California
$1.7M
RDFA
215
Ritter Daniher Financial Advisory
Ohio
$1.69M
CIBC Private Wealth Group
216
CIBC Private Wealth Group
Georgia
$1.63M
FAIM
217
Financial Advocates Investment Management
Washington
$1.62M
CAG
218
Crestwood Advisors Group
Massachusetts
$1.62M
UB
219
Umpqua Bank
Oregon
$1.62M
MA
220
MONECO Advisors
Connecticut
$1.61M
DIA
221
Dana Investment Advisors
Wisconsin
$1.6M
PAA
222
Peregrine Asset Advisers
Oregon
$1.58M
SC
223
Slow Capital
California
$1.58M
TCOV
224
Trust Company of Vermont
Vermont
$1.56M
AFG
225
Allegheny Financial Group
Pennsylvania
$1.54M