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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$4.04B +$56.3M +1,937,705 +1%
Wells Fargo
2
Wells Fargo
California
$1.75B +$36.6M +1,259,795 +2%
Bank of America
3
Bank of America
North Carolina
$1.04B -$27.2M -935,810 -2%
Morgan Stanley
4
Morgan Stanley
New York
$591M +$2.1M +72,220 +0.3%
EFS
5
Edelman Financial Services
Virginia
$515M +$7.71M +265,255 +1%
State of Wisconsin Investment Board
6
State of Wisconsin Investment Board
Wisconsin
$419M +$446M +15,340,500 New
BIT
7
BlackRock Institutional Trust
California
$360M -$93.6M -3,218,980 -20%
VA
8
Valmark Advisers
Ohio
$343M +$1.11M +38,345 +0.3%
KeyBank National Association
9
KeyBank National Association
Ohio
$335M -$7.63M -262,305 -2%
UBS Group
10
UBS Group
Switzerland
$334M +$34.2M +1,176,515 +11%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$293M +$21.9M +754,465 +8%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$287M +$48M +1,651,080 +19%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$198M -$19.2M -659,585 -8%
LPL Financial
14
LPL Financial
California
$198M +$1.62M +55,695 +0.8%
Northern Trust
15
Northern Trust
Illinois
$171M +$24.9M +855,350 +16%
RFC
16
Regions Financial Corp
Alabama
$169M +$9.32M +320,565 +5%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$140M +$41.5M +1,425,980 +38%
Creative Planning
18
Creative Planning
Kansas
$136M +$51.2M +1,762,040 +55%
Goldman Sachs
19
Goldman Sachs
New York
$133M +$6.37M +219,145 +5%
MIH
20
Madison Investment Holdings
Wisconsin
$130M -$5.61M -192,805 -4%
AA
21
Alesco Advisors
New York
$127M +$5.57M +191,495 +4%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$114M -$56.4M -1,938,600 -32%
BlackRock
23
BlackRock
New York
$107M +$96.1M +3,306,505 +543%
Fifth Third Bancorp
24
Fifth Third Bancorp
Ohio
$102M +$2.5M +85,890 +2%
SIM
25
Sentry Investment Management
Wisconsin
$102M +$3.37M +116,000 +3%