Who owns iShares S&P MidCap 400 Index?

Tip: Access positions for across all investors

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
Bank of America Corporation 12M $2.7B 100% Jun 2022
Northwestern Mutual Wealth Management Company 12M $2.6B 6% Jun 2022
Wells Fargo & Company 11M $2.5B -2% Jun 2022
Bank of New York Mellon 7.4M $2.0B 3% Mar 2022
LPL Financial 6.4M $1.5B 1% Jun 2022
Morgan Stanley 6.4M $1.7B 100% Mar 2022
BlackRock 5.7M $1.3B 100% Jun 2022
UBS Group 4.4M $986M -5% Jun 2022
Northern Trust 3.2M $714M 1% Jun 2022
Pnc Financial Services 3.0M $677M 2% Jun 2022
FMR 2.7M $601M 14% Jun 2022

Setup an alert

Want to be notified whenever an investor makes a significant change to their holdings of iShares S&P MidCap 400 Index?

Envestnet Asset Management 2.5M $567M 2% Jun 2022
Northwestern Mutual Investment Management Company 2.4M $553M 73% Jun 2022
Raymond James & Associates 2.4M $551M 0% Jun 2022
Jpmorgan Chase & Co 2.1M $470M -6% Jun 2022
Financial Engines Advisors L.L.C 2.0M $461M 0% Jun 2022
Keybank National Association 1.9M $419M -2% Jun 2022
Ameriprise Financial 1.8M $486M -8% Mar 2022
Branch Banking & Trust Company 1.7M $378M -2% Jun 2022
Goldman Sachs Group 1.6M $371M -2% Jun 2022
Mariner Wealth Advisors 1.6M $422M 12% Mar 2022
Acorns Advisers 1.5M $410M 3% Mar 2022
Raymond James Financial Services Advisors 1.5M $344M 1% Jun 2022
Regions Bank 1.5M $342M -2% Jun 2022
Us Bancorp 1.5M $338M 14% Jun 2022
Millburn Ridgefield 1.4M $319M 31% Jun 2022
Catalyst Capital Advisors 1.4M $319M 31% Jun 2022
Fifth Third Bancorp 1.4M $313M -1% Jun 2022
Cresset Asset Management 1.3M $350M 3% Mar 2022
Wellspring Financial Advisors 1.3M $4.4M -1% Jun 2022
Sontag Advisory 1.3M $283M 65% Jun 2022
Baird Financial 1.2M $274M 208% Jun 2022
Veritable 1.2M $321M 3% Mar 2022
Bank Of Montreal 1.0M $238M 6% Jun 2022
Alesco Advisors 1.0M $275M 5% Mar 2022
Creative Planning 948k $215M 3% Jun 2022
Commonwealth Equity Services 927k $210M 15% Jun 2022
Municipal Employees' Retirement System of Michigan 894k $202M 0% Jun 2022
Hefren-Tillotson 851k $228M 0% Mar 2022
MEMBERS Trust 821k $186M 12% Jun 2022
TD Asset Management 720k $163M 0% Jun 2022
Advisor Group Holdings 632k $143M 3% Jun 2022
Stifel Financial 610k $164M 5% Mar 2022
Franklin Resources 588k $133M 2% Jun 2022
Umb Bank N A 583k $132M -1% Jun 2022
HighTower Advisors 565k $128M 13% Jun 2022
Huntington National Bank 562k $127M 5% Jun 2022
Bridges Investment Management 526k $119M 4% Jun 2022
LVZ Advisors 518k $117M -2% Jun 2022
Bp Wealth Management 502k $114M -3% Jun 2022
Haverford Trust Company 495k $112M 3% Jun 2022
Mml Investors Services 479k $109M 6% Jun 2022
Lenox Wealth Advisors 477k $125M 0% Mar 2022
Citizens Financial Group 476k $108M -3% Jun 2022
Alaska Permanent Capital Management 470k $106M 0% Jun 2022
Sandy Spring Bank 450k $102M 1% Jun 2022
First Republic Investment Management 450k $102M 3% Jun 2022
Greenleaf Trust 432k $98M 0% Jun 2022
Jones Financial Companies, L.L 420k $98M -2% Jun 2022
M^T Bank Corporation 404k $91M 75% Jun 2022
Linscomb & Williams 393k $106M 2% Mar 2022
MAI Wealth Advisors 390k $88M 6% Jun 2022
Natixis Asset Management Advisors 386k $87M 43% Jun 2022
Sigma Investment Counselors 381k $86M 2% Jun 2022
Bank Of Oklahoma National Association / 361k $82M 1% Jun 2022
Ally Invest Advisors 361k $82M 1% Jun 2022
Whittier Trust 351k $79M 0% Jun 2022
Cambridge Investment Research Advisors 347k $79M 5% Jun 2022
Milestone Group 345k $93M -1% Mar 2022
Sand Hill Advisors 343k $92M 4% Mar 2022
Putnam Fl Investment Management 340k $77M 2% Jun 2022
United Capital Financial Advisers 338k $76M -1% Jun 2022
State Street Corporation 336k $76M 0% Jun 2022
Fiduciary Trust Company 326k $74M 1% Jun 2022
BKD Wealth Advisors 322k $73M -9% Jun 2022
Legacy Wealth Management 318k $72M -1% Jun 2022
MainStreet Investment Advisors 317k $72M -5% Jun 2022
R. M. Davis 314k $71M 18% Jun 2022
Manufacturers Life Insurance Company 312k $84M -24% Mar 2022
Acropolis Investment Management 304k $69M 0% Jun 2022
Massmutual Trust 299k $68M -5% Jun 2022
State Treasurer State Of Michigan 299k $68M 11% Jun 2022
Altium Wealth Management 299k $68M -3% Jun 2022
Bessemer 283k $64M 7% Jun 2022
Captrust Financial Advisors 281k $62M 5% Jun 2022
First Hawaiian Bank 280k $63M 2% Jun 2022
Badgley Phelps Wealth Managers 277k $63M 0% Jun 2022
Connecticut Wealth Management 272k $62M 6% Jun 2022
Janney Montgomery Scott 269k $62M -1% Jun 2022
Tiaa 269k $61M -2% Jun 2022
Cahaba Wealth Management 265k $60M 8% Jun 2022
Pathstone Family Office 263k $71M -2% Mar 2022
Phillips Financial Management 259k $59M -2% Jun 2022
Arkansas Financial 258k $58M 0% Jun 2022
PFG Financial Advisors 257k $58M 2% Jun 2022
Lutz Financial Services 242k $55M 2% Jun 2022
Brian McDonald 240k $57M -2% Jun 2022
Leonard Rickey Investment Advisors P 240k $54M -5% Jun 2022
Lee Financial 237k $54M 1% Jun 2022
Oppenheimer Asset Management 237k $54M 0% Jun 2022
Horizon Investments 236k $54M 3715% Jun 2022
Cape Cod Five Cents Savings Bank 232k $53M 1% Jun 2022
Planning Alternatives 230k $52M 2% Jun 2022
ValMark Advisers 222k $50M -2% Jun 2022
Madison Asset Management 220k $50M 0% Jun 2022
Macquarie Group 217k $49M 105% Jun 2022
Amerivest Investment Management 217k $49M -32% Jun 2022
FTB Advisors 214k $48M 231% Jun 2022
APCM Wealth Management for Individuals 211k $48M 2% Jun 2022
Tarbox 210k $48M 3% Jun 2022
Bank of Nova Scotia 209k $47M 0% Jun 2022
First Interstate Bank 209k $47M 7% Jun 2022
Voya Financial Advisors 206k $56M -5% Mar 2022
Klingman & Associates 203k $46M -4% Jun 2022
Farmers & Merchants Investment 203k $46M 3% Jun 2022
YCMNET Advisors 202k $46M 0% Jun 2022
CliftonLarsonAllen Wealth Advisors 201k $45M 0% Jun 2022
Cetera Investment Advisers 199k $45M 0% Jun 2022
Journey Strategic Wealth 198k $45M 100% Jun 2022
Wayne Hummer Investments 196k $53M 11% Mar 2022
Private Advisor 196k $44M 6% Jun 2022
Kestra Advisory Services 195k $44M 10% Jun 2022
MCF Advisors 194k $44M 5% Jun 2022
Chandler Asset Management 191k $43M 0% Jun 2022
Capital Analysts 186k $42M 4% Jun 2022
Ballentine Partners 185k $42M -3% Jun 2022
Commonwealth of Pennsylvania 182k $49M 18% Mar 2022
Connectus Wealth 181k $41M -28% Jun 2022
Stratos Wealth Partners 180k $41M 1% Jun 2022
Bangor Savings Bank 180k $48M 2% Mar 2022
Arrow Financial Corp. 178k $40M 17% Jun 2022
JNBA Financial Advisors 177k $40M 1% Jun 2022
Hsbc Holdings 177k $40M -1% Jun 2022
Soltis Investment Advisors 171k $39M -22% Jun 2022
Charles Schwab Investment Management 168k $45M 11% Mar 2022
Financial Network Investment Corporation 168k $38M 6% Jun 2022
Hancock Bank Trust Department 168k $38M 0% Jun 2022
Goelzer Investment Management 168k $38M 3% Jun 2022
First Command Advisory Services 159k $36M 0% Jun 2022
Lgl Partners 157k $36M 1% Jun 2022
Ckw Financial 157k $36M 0% Jun 2022
HBC Financial Services, P 155k $36M 0% Jun 2022
Bank of Stockton Trust & Investment 155k $35M 0% Jun 2022
Sage Financial 155k $35M 1% Jun 2022
Smith Anglin Financial 153k $35M -1% Jun 2022
Wealthcare Advisory Partners 153k $41M -5% Mar 2022
ARGI Investment Services 152k $35M -12% Jun 2022
Steward Partners Investment Advisory 152k $34M -28% Jun 2022
First Business Financial Services 152k $34M -2% Jun 2022
Kuntz Lesher Capital 151k $34M 3% Jun 2022
Lazard Asset Management 149k $34M -1% Jun 2022
Rafferty Asset Management 124k $28M -31% Jun 2022
Spire Wealth Management 108k $25M -39% Jun 2022
United Services Automobile Association 24k $5.3M -98% Jun 2022
CFS Investment Advisory Services 15k $3.4M -100% Jun 2022

Who sold out of iShares S&P MidCap 400 Index?

Fund or Company Name Date Sold Shares Held Valued At
Tiedemann Wealth Management Mar 2022 960k $258M
Twin Tree Management Mar 2022 233k $63M
Advisors Preferred Mar 2022 177k $48M