Who owns iShares S&P MidCap 400 Value Index?

Tip: Access positions for across all investors

Analyze quarterly positions in iShares S&P MidCap 400 Value 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 Value Index stock

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

Fund or Company Name Shares Held Valued At Change in Shares As Of
First Command Advisory Services 7.9M $806M 100% Mar 2021
Wells Fargo & Company 5.8M $589M 0% Mar 2021
FMR 4.0M $404M -2% Mar 2021
Factorial Partners 2.4M $24M 11199% Mar 2021
Bank of America Corporation 2.2M $222M 6% Mar 2021
UBS Group 1.9M $194M 2% Mar 2021
Envestnet Asset Management 1.2M $123M 0% Mar 2021
Financial Engines Advisors L.L.C 1.1M $115M -15% Mar 2021
Ameriprise Financial 920k $96M 21% Mar 2021
Bryn Mawr Trust 838k $85M 13% Mar 2021
People's United Financial 805k $82M 31% Mar 2021

Setup an alert

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

Pnc Financial Services 779k $79M -5% Mar 2021
Branch Banking & Trust Company 729k $74M 57% Mar 2021
Natixis Asset Management Advisors 718k $73M -27% Mar 2021
D.A. Davidson & Co. 696k $71M 1% Mar 2021
Raymond James & Associates 639k $65M 18% Mar 2021
Northwestern Mutual Wealth Management Company 600k $61M 25% Mar 2021
Northern Trust 550k $56M 11% Mar 2021
Evensky & Katz 546k $56M -11% Mar 2021
LPL Financial 506k $52M 34% Mar 2021
Barber Financial 496k $51M 100% Mar 2021
Royal Bank of Canada 481k $49M 36% Mar 2021
Palladium Partners,LLC dba Palladium Registered Investment Advisors 426k $43M 1% Mar 2021
Cambridge Investment Research Advisors 355k $36M 469% Mar 2021
Advisor Group Holdings 345k $35M 44% Mar 2021
Raymond James Financial Services Advisors 342k $35M 42% Mar 2021
Alesco Advisors 338k $34M -7% Mar 2021
Jpmorgan Chase & Co 336k $34M 4% Mar 2021
Willis Johnson & Associates 335k $34M -4% Mar 2021
Bank Of Oklahoma National Association / 327k $33M -1% Mar 2021
Equitable Holdings 326k $33M -8% Mar 2021
Baird Financial 295k $30M 6% Mar 2021
Piershale Financial 284k $29M 100% Mar 2021
Northern Oak Capital Management 281k $29M -5% Mar 2021
MAI Wealth Advisors 279k $28M 1% Mar 2021
Brookstone Capital Management 268k $27M 252% Mar 2021
Commonwealth Equity Services 266k $27M 11% Mar 2021
Rex Capital Advisors 250k $26M 5% Mar 2021
Bank of New York Mellon 243k $25M 3% Mar 2021
Duff & Phelps Investment Management 231k $24M 0% Mar 2021
Keybank National Association 229k $23M -1% Mar 2021
Lido Advisors 208k $21M 86% Mar 2021
SPC Financial 192k $20M 0% Mar 2021
Salomon & Ludwin 188k $19M -4% Mar 2021
First Merchants Bank, National Association 184k $19M -1% Mar 2021
Private Advisor 166k $17M 42% Mar 2021
Flaharty Asset Management 163k $17M -3% Mar 2021
DuPont Capital Management Corporation 161k $16M -30% Mar 2021
Accredited Investors 154k $16M 100% Mar 2021
Johnson Midwest Financial 146k $15M 100% Mar 2021
Merriman Wealth Management 145k $15M -2% Mar 2021
Stifel Financial 144k $15M 66% Mar 2021
Pinkerton Retirement Specialists 138k $14M 100% Mar 2021
Keystone Wealth Partners 137k $14M 4% Mar 2021
AE Wealth Management 136k $14M 227% Mar 2021
Lutz Financial Services 136k $14M -4% Mar 2021
Steward Partners Investment Advisory 130k $13M 100% Mar 2021
ETF Portfolio Partners 128k $13M -7% Mar 2021
Capital Advisors 124k $13M 0% Mar 2021
Courier Capital Corp 124k $13M 0% Mar 2021
Yale Capital Corp. 120k $12M -7% Mar 2021
GHP Investment Advisors 115k $12M -2% Mar 2021
Blue Edge Capital 112k $11M 5% Mar 2021
Ellis Investment Partners 110k $11M 2% Mar 2021
Sigma Planning 107k $11M 420% Mar 2021
Royal Fund Management 102k $10M 100% Mar 2021
EWG Elevate 102k $10M 100% Mar 2021
Mattern Wealth Management 101k $10M 2266% Mar 2021
Kings Point Capital Management 100k $10M -9% Mar 2021
Asset Managment 97k $9.9M 0% Mar 2021
Jones Financial Companies, L.L 97k $9.8M -10% Mar 2021
Rockefeller Capital Management 96k $9.6M -1% Mar 2021
Thrivent Financial for Lutherans 95k $9.6M 72% Mar 2021
HighTower Advisors 94k $9.6M 8% Mar 2021
Sterling Financial Planning 94k $9.5M 0% Mar 2021
Pinnacle Family Advisors 93k $9.5M 100% Mar 2021
Fifth Third Bancorp 91k $9.2M 3% Mar 2021
First Hawaiian Bank 90k $9.1M -5% Mar 2021
Hudson Capital Management 89k $9.1M 1% Mar 2021
Kestra Advisory Services 87k $8.9M 59% Mar 2021
Mercer Global Advisors 87k $8.9M 1294% Mar 2021
Betterment 84k $8.6M -36% Mar 2021
First Republic Investment Management 81k $8.3M -3% Mar 2021
Hrt Financial 79k $8.0M 359% Mar 2021
Ullmann Financial 78k $8.0M 2% Mar 2021
Stephens 78k $7.9M 26% Mar 2021
Us Bancorp 77k $7.8M 11% Mar 2021
Cullen Frost Bankers 76k $7.8M 1% Mar 2021
Mariner Wealth Advisors 74k $7.5M -2% Mar 2021
Wintrust Financial Corporation 73k $7.5M 0% Mar 2021
Ascension Capital Advisors 73k $7.4M 100% Mar 2021
IFP Advisors 73k $7.4M 472% Mar 2021
Cetera Investment Advisers 73k $7.4M 25% Mar 2021
Heron Financial Group 67k $6.9M 14% Mar 2021
Mutual Advisors 65k $6.6M 100% Mar 2021
M^T Bank Corporation 65k $6.6M -33% Mar 2021
Rehmann Capital Advisory 64k $6.5M 43% Mar 2021
MEMBERS Trust 63k $6.4M -1% Mar 2021
Creative Planning 62k $6.3M 0% Mar 2021
Ferris Capital 62k $6.3M 0% Mar 2021
Strategic Wealth Advisors 60k $6.1M 100% Mar 2021
Janney Montgomery Scott 58k $5.9M 140% Mar 2021
Greenleaf Trust 57k $5.8M -2% Mar 2021
Chas. P. Smith & Associates, PA, CPA's 57k $5.8M -2% Mar 2021
Goelzer Investment Management 57k $5.8M -3% Mar 2021
Windsor Group 56k $5.7M 220% Mar 2021
Centerpoint Advisors 50k $5.1M -1% Mar 2021
Cranbrook Wealth Management 49k $5.0M -12% Mar 2021
MACRO Consulting Group 49k $5.0M -13% Mar 2021
Mml Investors Services 49k $4.9M 5% Mar 2021
Regions Bank 48k $4.9M 0% Mar 2021
Financial Network Investment Corporation 48k $4.9M 0% Mar 2021
SJA Financial Advisory 48k $4.9M -14% Mar 2021
Security National Trust 48k $4.9M 4% Mar 2021
Mma Asset Management 47k $4.8M 53% Mar 2021
Ifrah Financial Services 46k $4.7M 100% Mar 2021
JNBA Financial Advisors 46k $4.7M 0% Mar 2021
Soltis Investment Advisors 46k $4.7M 524% Mar 2021
First Citizens Financial Corp 46k $4.7M -2% Mar 2021
Pittenger & Anderson 44k $4.5M 0% Mar 2021
Phillips Financial Management 43k $4.4M 1% Mar 2021
TCF National Bank 43k $4.4M -2% Mar 2021
Ironwood Wealth Management 42k $4.3M 0% Mar 2021
UnionBanCal Corporation 41k $4.2M -3% Mar 2021
Omega Financial Group 41k $4.2M -4% Mar 2021
Paracle Advisors 41k $4.2M 0% Mar 2021
Crescent Capital Consulting 40k $5.0M 24% Mar 2021
One Capital Management 40k $4.1M 0% Mar 2021
SNS Financial 40k $4.1M 0% Mar 2021
River Wealth Advisors 40k $4.1M -1% Mar 2021
GW & Wade 38k $3.8M 146% Mar 2021
Norway Savings Bank 37k $3.7M -7% Mar 2021
Hayden Royal 36k $3.7M 787% Mar 2021
Asset Dedication 35k $3.5M -13% Mar 2021
Centaurus Financial 35k $3.5M 100% Mar 2021
Nelson, Van Denburg & Campbell Wealth Management 34k $3.5M -29% Mar 2021
Fma Advisory 32k $3.3M -2% Mar 2021
SOL Capital Management 31k $3.2M 3% Mar 2021
Oldfather Financial Services 31k $3.2M -11% Mar 2021
CIBC World Markets 31k $3.2M -9% Mar 2021
Smith Shellnut Wilson 31k $3.1M -6% Mar 2021
First Trust Advisors 30k $3.1M -5% Mar 2021
Platte River Wealth Advisors 30k $3.1M -2% Mar 2021
Wealth Advisory Solutions 28k $3.0k 17% Mar 2021
Gofen & Glossberg 28k $2.8M -1% Mar 2021
Arete Wealth Advisors 27k $2.8M 100% Mar 2021
Bragg Financial Advisors 27k $2.8M -2% Mar 2021
Signature Estate and Investment Advisors 27k $2.8M -7% Mar 2021
Moloney Securities Asset Management 27k $2.7M 100% Mar 2021
Pure Financial Advisors 25k $2.6M -17% Mar 2021
Pensionmark Financial Group 25k $2.7M -88% Mar 2021
Buckingham Asset Management 23k $2.4M -23% Mar 2021
Goldman Sachs Group 18k $1.9M -52% Mar 2021
Associated Banc- 13k $1.5M -58% Mar 2021

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

Fund or Company Name Date Sold Shares Held Valued At
Morgan Stanley Dec 2020 4.4M $382M
FormulaFolio Investments Dec 2020 55k $4.7M