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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$3.16B -$119M -3,839,340 -4%
Wells Fargo
2
Wells Fargo
California
$2.1B -$110M -3,547,875 -5%
Bank of America
3
Bank of America
North Carolina
$1.07B +$46.4M +1,499,960 +5%
Morgan Stanley
4
Morgan Stanley
New York
$672M +$25.2M +816,580 +4%
EFS
5
Edelman Financial Services
Virginia
$628M +$8.64M +279,485 +1%
UBS Group
6
UBS Group
Switzerland
$585M +$48.8M +1,579,520 +9%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$578M +$13.7M +444,340 +2%
BIT
8
BlackRock Institutional Trust
California
$544M -$82M -2,653,505 -13%
State of Wisconsin Investment Board
9
State of Wisconsin Investment Board
Wisconsin
$469M – – –
KeyBank National Association
10
KeyBank National Association
Ohio
$372M +$2.01M +65,020 +0.5%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$354M +$47.2M +1,526,520 +15%
VA
12
Valmark Advisers
Ohio
$321M -$13.7M -444,240 -4%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$301M +$10.4M +336,375 +4%
Northern Trust
14
Northern Trust
Illinois
$266M +$25M +808,940 +10%
BlackRock
15
BlackRock
New York
$225M +$6.39M +206,585 +3%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$212M +$4.94M +159,810 +2%
Creative Planning
17
Creative Planning
Kansas
$203M +$3.56M +115,335 +2%
RFC
18
Regions Financial Corp
Alabama
$183M -$3.79M -122,675 -2%
CM
19
Churchill Management
California
$158M +$158M +5,121,575 New
AA
20
Alesco Advisors
New York
$157M -$691K -22,360 -0.4%
Fifth Third Bancorp
21
Fifth Third Bancorp
Ohio
$130M +$11.3M +365,840 +10%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$129M +$45.6M +1,473,950 +55%
MIH
23
Madison Investment Holdings
Wisconsin
$118M -$2.33M -75,375 -2%
SIM
24
Sentry Investment Management
Wisconsin
$117M -$14.9M -481,040 -11%
V
25
Veritable
Delaware
$103M +$10.2K +330 +0%
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