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 111M $6.9B 3% Dec 2024
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Bank of America Corporation 68M $4.2B 4% Dec 2024
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Bank of New York Mellon 59M $3.5B 14% Mar 2025
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Wells Fargo & Company 50M $2.9B -2% Mar 2025
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FMR 41M $2.4B -11% Mar 2025
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Raymond James Financial 38M $2.2B 6% Mar 2025
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Morgan Stanley 36M $2.2B 100% Dec 2024
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Envestnet Asset Management 34M $2.0B 20% Mar 2025
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Jpmorgan Chase & Co 30M $1.8B -23% Mar 2025
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LPL Financial 25M $1.5B -41% Mar 2025
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BlackRock 25M $1.4B 0% Mar 2025
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UBS Group 23M $1.3B -3% Mar 2025
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Royal Bank of Canada 23M $1.3B -10% Mar 2025
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Northern Trust 23M $1.3B 8% Mar 2025
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Goldman Sachs Group 18M $1.0B 3% Mar 2025
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Pnc Financial Services 17M $1.0B 0% Dec 2024
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Sontag Advisory 16M $903M 103% Mar 2025
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First Command Advisory Services 15M $932M 40% Mar 2025
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Mariner Wealth Advisors 14M $798M 7% Mar 2025
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Acorns Advisers 11M $653M 4% Mar 2025
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Branch Banking & Trust Company 10M $585M 7% Mar 2025
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Keybank National Association 9.1M $532M -1% Mar 2025
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Millburn Ridgefield 8.9M $521M 10% Mar 2025
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Catalyst Capital Advisors 8.9M $521M 10% Mar 2025
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Ameriprise Financial 8.6M $500M -5% Mar 2025
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Financial Engines Advisors L.L.C 8.1M $475M -2% Mar 2025
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HighTower Advisors 7.3M $457M 4% Dec 2024
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Regions Bank 7.3M $423M 1% Mar 2025
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Pathstone Holdings 7.0M $408M 0% Mar 2025
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Bank Of Montreal 6.3M $395M 5% Dec 2024
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AlTi Global 6.2M $365M -6% Mar 2025
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Commonwealth Equity Services 6.2M $389M 3% Dec 2024
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Alesco Advisors 5.2M $306M 0% Mar 2025
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Us Bancorp 5.1M $298M 4% Mar 2025
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Creative Planning 5.0M $292M 1% Mar 2025
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CI Private Wealth 4.9M $287M 104% Mar 2025
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Northwestern Mutual Investment Management Company 4.9M $305M -7% Dec 2024
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MAI Wealth Advisors 4.9M $285M 5% Mar 2025
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Fifth Third Bancorp 4.9M $284M -2% Mar 2025
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Bridges Investment Management 4.5M $265M 5% Mar 2025
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HPM Partners 4.5M $262M 14% Mar 2025
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Huntington National Bank 4.5M $260M 4% Mar 2025
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Circle Wealth Management 4.3M $267M 0% Dec 2024
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Cresset Asset Management 3.7M $230M 20% Dec 2024
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Municipal Employees' Retirement System of Michigan 3.6M $213M 82% Mar 2025
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Starboard Value 3.6M $208M -10% Mar 2025
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Valeo Financial Advisors 3.5M $202M 11% Mar 2025
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Baird Financial 3.4M $211M 6% Dec 2024
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Wiley Bros.-aintree Capital 3.4M $214M 40% Dec 2024
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Franklin Resources 3.3M $191M 1% Mar 2025
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Citizens Financial Group 3.2M $186M 4% Mar 2025
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R. M. Davis 3.2M $184M 2% Mar 2025
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Mml Investors Services 2.9M $180M 6% Dec 2024
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Brian McDonald 2.9M $167M 0% Mar 2025
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Ohio National Investments 2.8M $162M 80% Mar 2025
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Accredited Investors 2.7M $167M 17% Dec 2024
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First Financial Bankshares 2.7M $156M 1% Mar 2025
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Jones Financial Companies, L.L 2.6M $153M -27% Mar 2025
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Putnam Fl Investment Management 2.6M $152M -1% Mar 2025
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Cetera Investment Advisers 2.6M $160M 2% Dec 2024
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Haverford Trust Company 2.6M $149M 1% Mar 2025
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Stifel Financial 2.6M $159M -23% Dec 2024
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Fil 2.5M $148M -9% Mar 2025
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Sandy Spring Bank 2.5M $145M 1% Mar 2025
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Advisor Group Holdings 2.5M $144M 32% Mar 2025
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MEMBERS Trust 2.3M $133M 0% Mar 2025
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Rockefeller Capital Management 2.3M $142M 26% Dec 2024
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Greenleaf Trust 2.3M $133M -2% Mar 2025
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Umb Bank N A 2.3M $132M -3% Mar 2025
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Sand Hill Advisors 2.3M $132M 2% Mar 2025
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Alaska Permanent Capital Management 2.2M $131M -3% Mar 2025
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Captrust Financial Advisors 2.2M $130M 35% Mar 2025
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BLB^B Advisors 2.2M $128M 4% Mar 2025
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Bank Of Oklahoma National Association / 2.1M $121M 0% Mar 2025
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Connecticut Wealth Management 2.0M $128M 6% Dec 2024
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Sigma Investment Counselors 2.0M $117M -3% Mar 2025
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Cahaba Wealth Management 1.9M $111M 3% Mar 2025
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Fiduciary Trust Company 1.9M $111M 2% Mar 2025
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Whittier Trust 1.7M $101M 2% Mar 2025
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Hamilton Capital Management 1.7M $101M 13301% Mar 2025
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Colony 1.7M $100M 10% Mar 2025
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Wealth Enhancement Advisory Services 1.7M $97M -4% Mar 2025
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Badgley Phelps Wealth Managers 1.6M $96M 3% Mar 2025
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M^T Bank Corporation 1.6M $94M 3% Mar 2025
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Steward Partners Investment Advisory 1.6M $99M 4% Dec 2024
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Farmers & Merchants Investment 1.6M $93M 4% Mar 2025
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Acropolis Investment Management 1.6M $93M 1% Mar 2025
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Linscomb & Williams 1.6M $91M 0% Mar 2025
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Wellspring Financial Advisors 1.5M $5.0M 1% Dec 2024
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State Street Corporation 1.5M $88M 18% Mar 2025
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First Interstate Bank 1.5M $86M 1% Mar 2025
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Temasek Holdings 1.5M $86M 100% Mar 2025
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Lutz Financial Services 1.5M $85M 1% Mar 2025
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Bessemer 1.5M $85M -2% Mar 2025
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Ensign Peak Advisors 1.4M $88M 26% Dec 2024
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Klingman & Associates 1.4M $86M 2% Dec 2024
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Milestone Group 1.4M $80M 3% Mar 2025
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Chandler Asset Management 1.4M $80M 10% Mar 2025
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William Blair $ Company 1.4M $80M 104% Mar 2025
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Kestra Advisory Services 1.4M $85M -6% Dec 2024
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State Treasurer State Of Michigan 1.4M $80M -34% Mar 2025
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Legacy Wealth Management 1.3M $79M -1% Mar 2025
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Sage Financial 1.3M $77M 3% Mar 2025
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Janney Montgomery Scott 1.3M $77M 4% Mar 2025
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RMR Wealth Builders 1.3M $77M 8% Mar 2025
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Full Sail Capital 1.3M $81M 0% Dec 2024
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Lee Financial 1.3M $80M 0% Dec 2024
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Ally Invest Advisors 1.2M $78M 3% Dec 2024
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Kuntz Lesher Capital 1.2M $73M 7% Mar 2025
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Planning Alternatives 1.2M $72M 4% Mar 2025
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Leonard Rickey Investment Advisors P 1.2M $68M 1% Mar 2025
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Tiaa Trust, National Association 1.2M $71M 1% Mar 2025
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Equitable Holdings 1.2M $74M 5% Dec 2024
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Goelzer Investment Management 1.2M $67M 2% Mar 2025
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Mesirow Financial Investment Management International Equity 1.1M $67M 137% Mar 2025
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Ballentine Partners 1.1M $66M -1% Mar 2025
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PFG Financial Advisors 1.1M $66M -12% Mar 2025
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Harbour Investments 1.1M $66M 3% Mar 2025
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Moneta Group Investment Advisors 1.1M $66M 2% Mar 2025
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Tarbox 1.1M $65M -1% Mar 2025
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Arkansas Financial 1.1M $60M 1% Mar 2025
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Stratos Wealth Partners 1.1M $65M -1% Mar 2025
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Cambridge Investment Research Advisors 1.1M $64M 4% Mar 2025
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Alliancebernstein 1.1M $63M 5% Mar 2025
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Coldstream Capital Management 1.1M $63M 262% Mar 2025
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Ing Investment Management 1.1M $66M 30% Dec 2024
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DT Investment Partners 1.1M $61M -8% Mar 2025
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APCM Wealth Management for Individuals 1.0M $61M 9% Mar 2025
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LVZ Advisors 1.0M $61M -2% Mar 2025
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Bank of Nova Scotia 1.0M $65M 0% Dec 2024
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Integrated Wealth Concepts 1.0M $65M 1% Dec 2024
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Cape Cod Five Cents Savings Bank 1.0M $64M 0% Dec 2024
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Capital Analysts 1.0M $63M 0% Dec 2024
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Private Advisor 1.0M $59M -8% Mar 2025
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CWM 1.0M $59M 5% Mar 2025
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YCMNET Advisors 995k $62M -1% Dec 2024
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Whittier Trust Co. of Nevada 989k $58M 0% Mar 2025
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FTB Advisors 974k $57M -2% Mar 2025
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Bangor Savings Bank 974k $57M 2% Mar 2025
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Hartland & Co 964k $60M 1% Dec 2024
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Fifth Third Wealth Advisors 961k $56M 9% Mar 2025
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Horizon Investments 954k $60M 528% Dec 2024
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MCF Advisors 946k $59M -8% Dec 2024
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Mercer Global Advisors 932k $54M 6% Mar 2025
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ValMark Advisers 931k $54M 0% Mar 2025
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Chicago Partners Investment 902k $53M 3% Mar 2025
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Streettalk Advisors 892k $52M -19% Mar 2025
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Pine Ridge Advisers 891k $52M 1% Mar 2025
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Retirement Income Solutions 875k $55M 27% Dec 2024
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Litman Gregory Asset Management 871k $51M 100% Mar 2025
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Demars Financial Group 868k $15M -9% Mar 2025
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TD Asset Management 853k $50M -59% Mar 2025
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Modera Wealth Management 850k $50M -3% Mar 2025
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Bnp Paribas Arbitrage, Snc 663k $39M -56% Mar 2025
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Who sold out of iShares S&P MidCap 400 Index?

Fund or Company Name Date Sold Shares Held Valued At
Balyasny Asset Management Dec 2024 3.6M $227M