Who owns iShares S&P MidCap 400 Index?

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Analyze quarterly positions in iShares S&P MidCap 400 Index with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of iShares S&P MidCap 400 Index stock

Who bought or sold iShares S&P MidCap 400 Index this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Northwestern Mutual Wealth Management Company 129M $8.7B 3% Mar 2026
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Bank of America Corporation 67M $4.5B 100% Mar 2026
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Bank of New York Mellon 59M $4.0B 0% Mar 2026
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Wells Fargo & Company 54M $3.6B 2% Mar 2026
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FMR 48M $3.1B 15% Dec 2025
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Goldman Sachs Group 41M $2.7B 37% Mar 2026
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Morgan Stanley 37M $2.5B 0% Mar 2026
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Envestnet Asset Management 36M $2.4B 5% Mar 2026
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Raymond James Financial 36M $2.4B -7% Dec 2025
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BlackRock 28M $1.9B 5% Mar 2026
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UBS Group 24M $1.6B 5% Mar 2026
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Northern Trust 24M $1.5B 1% Dec 2025
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LPL Financial 23M $1.6B -21% Mar 2026
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Royal Bank of Canada 22M $1.5B -7% Mar 2026
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Mariner Wealth Advisors 16M $1.1B 7% Mar 2026
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Pnc Financial Services 16M $1.1B 2% Mar 2026
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First Command Advisory Services 16M $1.1B 1% Mar 2026
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Acorns Advisers 14M $901M 4% Dec 2025
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Regions Bank 10M $685M 2% Mar 2026
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Branch Banking & Trust Company 10M $672M 7% Mar 2026
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Keybank National Association 9.2M $618M 1% Mar 2026
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Ameriprise Financial 8.7M $587M -2% Mar 2026
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Northwestern Mutual Investment Management Company 8.6M $578M -24% Mar 2026
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Millburn Ridgefield 8.3M $559M 6% Mar 2026
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Catalyst Capital Advisors 8.3M $559M 6% Mar 2026
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Financial Engines Advisors L.L.C 8.2M $543M -1% Dec 2025
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HighTower Advisors 7.7M $522M -2% Mar 2026
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Sontag Advisory 7.7M $521M 1% Mar 2026
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Fifth Third Bancorp 7.4M $500M 58% Mar 2026
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Pathstone Holdings 7.1M $479M 1% Mar 2026
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Wiley Bros.-aintree Capital 7.0M $463M 7% Dec 2025
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Jones Financial Companies, L.L 6.8M $451M 11% Dec 2025
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Bank Of Montreal 6.7M $451M 100% Mar 2026
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Starboard Value 5.8M $394M 11% Mar 2026
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Bridges Investment Management 5.8M $391M -4% Mar 2026
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Municipal Employees' Retirement System of Michigan 5.7M $385M 24% Mar 2026
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HPM Partners 5.7M $383M 11% Mar 2026
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MAI Wealth Advisors 5.5M $370M 1% Mar 2026
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Alesco Advisors 5.4M $364M 0% Mar 2026
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Us Bancorp 5.1M $336M -2% Dec 2025
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CI Private Wealth 4.9M $332M 7% Mar 2026
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Commonwealth Equity Services 4.9M $328M -6% Mar 2026
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Creative Planning 4.8M $327M 2% Mar 2026
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Circle Wealth Management 4.6M $310M -1% Mar 2026
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Huntington National Bank 4.5M $299M 3% Dec 2025
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R. M. Davis 3.7M $247M 3% Mar 2026
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Cetera Investment Advisers 3.5M $239M -3% Mar 2026
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Baird Financial 3.5M $229M 0% Dec 2025
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Valeo Financial Advisors 3.2M $210M -4% Mar 2026
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Franklin Resources 3.1M $212M -1% Mar 2026
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Rockefeller Capital Management 3.1M $210M 8% Mar 2026
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Citizens Financial Group 3.1M $206M 1% Mar 2026
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Steward Partners Investment Advisory 3.1M $206M -1% Mar 2026
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Mml Investors Services 2.9M $196M -12% Mar 2026
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First Financial Bankshares 2.9M $194M -2% Mar 2026
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Advisor Group Holdings 2.9M $189M -2% Dec 2025
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Brian McDonald 2.8M $183M 0% Dec 2025
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Bleakley Financial Group 2.6M $173M 38% Mar 2026
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BLB^B Advisors 2.6M $173M 3% Mar 2026
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Stifel Financial 2.5M $170M 2% Mar 2026
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Haverford Trust Company 2.5M $168M -4% Mar 2026
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Colony 2.4M $160M 21% Dec 2025
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Alaska Permanent Capital Management 2.4M $160M 7% Mar 2026
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Union Bankshares 2.3M $158M -4% Mar 2026
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Captrust Financial Advisors 2.3M $154M 4% Dec 2025
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Sand Hill Advisors 2.3M $151M 1% Dec 2025
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Cresset Asset Management 2.2M $146M 2% Mar 2026
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Bnp Paribas Arbitrage, Snc 2.2M $146M 742% Mar 2026
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MEMBERS Trust 2.1M $144M -1% Mar 2026
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Mesirow Financial Investment Management International Equity 2.1M $139M 251% Mar 2026
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SWF 2.0M $137M 8% Mar 2026
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Cahaba Wealth Management 2.0M $137M 3% Mar 2026
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Sigma Investment Counselors 2.0M $132M -4% Mar 2026
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Mercer Global Advisors 1.9M $131M -15% Mar 2026
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Farmers & Merchants Investment 1.9M $127M 3% Mar 2026
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Hamilton Capital Management 1.9M $125M 2% Mar 2026
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Whittier Trust 1.8M $125M 0% Mar 2026
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Fiduciary Trust Company 1.8M $119M -2% Dec 2025
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Badgley Phelps Wealth Managers 1.8M $121M 1% Mar 2026
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Umb Bank N A 1.8M $119M -3% Mar 2026
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Moneta Group Investment Advisors 1.7M $117M 0% Mar 2026
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Acropolis Investment Management 1.7M $116M 0% Mar 2026
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Bank Of Oklahoma National Association / 1.7M $114M 0% Mar 2026
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Bessemer 1.7M $113M 2% Mar 2026
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AlTi Global 1.6M $110M 1% Mar 2026
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Lutz Financial Services 1.6M $108M 1% Mar 2026
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Putnam Fl Investment Management 1.6M $106M -2% Mar 2026
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Greenleaf Trust 1.6M $106M -5% Mar 2026
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First Interstate Bank 1.5M $105M 2% Mar 2026
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Klingman & Associates 1.5M $100M 5% Dec 2025
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Chandler Asset Management 1.5M $97M 4% Dec 2025
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Dynasty Wealth Management 1.5M $99M 401% Mar 2026
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HORAN Wealth 1.5M $98M 100% Mar 2026
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Streettalk Advisors 1.5M $99M 37% Mar 2026
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Ally Invest Advisors 1.5M $99M 3% Mar 2026
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Sage Financial 1.5M $98M 3% Mar 2026
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Connecticut Wealth Management 1.4M $97M -22% Mar 2026
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Cambridge Investment Research Advisors 1.4M $96M 24% Mar 2026
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Accredited Investors 1.4M $96M 0% Mar 2026
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Lee Financial 1.4M $95M 0% Mar 2026
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Equitable Holdings 1.4M $91M 3% Mar 2026
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State Street Corporation 1.4M $91M -4% Dec 2025
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Linscomb & Williams 1.4M $92M -15% Mar 2026
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Legacy Wealth Management 1.3M $89M -2% Mar 2026
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NISA Investment Advisors 1.3M $89M 0% Mar 2026
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Planning Alternatives 1.3M $88M 2% Mar 2026
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Wellspring Financial Advisors 1.3M $3.4M -1% Dec 2025
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Harbour Investments 1.3M $85M 0% Mar 2026
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M^T Bank Corporation 1.3M $85M -11% Mar 2026
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Whittier Trust Co. of Nevada 1.2M $84M 6% Mar 2026
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Fil 1.2M $80M -17% Dec 2025
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Milestone Group 1.2M $82M -2% Mar 2026
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APCM Wealth Management for Individuals 1.2M $81M 2% Mar 2026
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Alliancebernstein 1.2M $78M -1% Mar 2026
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Ballentine Partners 1.2M $79M 0% Mar 2026
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Principal Financial Group 1.2M $79M 213% Mar 2026
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Coldstream Capital Management 1.2M $78M -1% Mar 2026
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Goelzer Investment Management 1.2M $78M 3% Mar 2026
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Leonard Rickey Investment Advisors P 1.1M $76M -1% Mar 2026
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State Treasurer State Of Michigan 1.1M $76M 9% Mar 2026
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Kuntz Lesher Capital 1.1M $76M -10% Mar 2026
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RMR Wealth Builders 1.1M $75M -2% Mar 2026
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Pine Ridge Advisers 1.1M $74M 0% Mar 2026
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Stratos Wealth Partners 1.1M $74M 2% Mar 2026
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Bartlett & Co. Wealth Management 1.1M $78M 26% Mar 2026
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MCF Advisors 1.1M $73M 7% Mar 2026
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YCMNET Advisors 1.1M $72M 1% Mar 2026
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Axxcess Wealth Management 1.0M $71M 0% Mar 2026
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Cape Cod Five Cents Savings Bank 1.0M $64M 0% Dec 2025
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Crewe Advisors 1.0M $68M 9% Mar 2026
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Private Advisor 972k $66M 2% Mar 2026
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Summit Financial Strategies 972k $66M 15% Mar 2026
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Manufacturers Life Insurance Company 947k $64M 0% Mar 2026
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Kestra Advisory Services 944k $64M -4% Mar 2026
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Arkansas Financial 934k $66M -5% Mar 2026
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Bangor Savings Bank 928k $63M -4% Mar 2026
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Hartland & Co 928k $63M -1% Mar 2026
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Tiaa-cref Individual & Institutional Services 927k $63M 100% Mar 2026
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Arrow Financial Corp. 925k $62M 11% Mar 2026
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Ckw Financial 915k $62M 1% Mar 2026
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Hancock Bank Trust Department 911k $66M 18% Mar 2026
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MBL Wealth 909k $61M 5% Mar 2026
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Quotient Wealth Partners 907k $61M 8114% Mar 2026
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Charter Capital Management 903k $61M 2% Mar 2026
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ValMark Advisers 901k $61M 0% Mar 2026
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Consolidated Portfolio Review Corp 899k $61M 0% Mar 2026
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Capital Asset Advisory Services 895k $66M 3% Mar 2026
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Chicago Partners Investment 894k $65M -2% Mar 2026
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Fulton Breakefield Broenniman d/b/a FBB Capital Partners 894k $60M 36% Mar 2026
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Warren Averett Asset Management 882k $58M -2% Dec 2025
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Tarbox 832k $56M -17% Mar 2026
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Ing Investment Management 744k $50M -18% Mar 2026
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Lido Advisors 734k $50M -20% Mar 2026
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Zions Bancorporation, National Association 484k $33M -51% Mar 2026
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Ohio National Investments 455k $31M -68% Mar 2026
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Tiaa Trust, National Association 182k $12M -84% Mar 2026
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Who sold out of iShares S&P MidCap 400 Index?

Fund or Company Name Date Sold Shares Held Valued At
Jpmorgan Chase & Co Sep 2025 16M $1.1B
Wealth Enhancement Advisory Services Dec 2025 2.6M $176M
Janney Montgomery Scott Dec 2025 1.2M $80M