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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$536M +$536M +10,590,464 New
Morgan Stanley
2
Morgan Stanley
New York
$207M +$207M +4,087,084 New
Bank of America
3
Bank of America
North Carolina
$69.2M +$69.2M +1,367,102 New
FIG
4
FundX Investment Group
California
$56M +$56M +1,106,408 New
Axa
5
Axa
France
$50.2M +$50.2M +991,842 New
U
6
UBS
Switzerland
$49.3M +$49.3M +974,050 New
EFS
7
Edelman Financial Services
Virginia
$48.3M +$48.3M +954,522 New
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$36.1M +$36.1M +713,256 New
LPL Financial
9
LPL Financial
California
$36M +$36M +711,522 New
BF
10
BOK Financial
Oklahoma
$32.6M +$32.6M +644,280 New
FHB
11
First Hawaiian Bank
Hawaii
$25.6M +$25.5M +505,066 New
EK
12
Evensky & Katz
Florida
$22.1M +$23M +455,466 New
KeyBank National Association
13
KeyBank National Association
Ohio
$20.3M +$20.3M +400,934 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$18.7M +$18.7M +369,844 New
Deutsche Bank
15
Deutsche Bank
Germany
$15.5M +$15.5M +305,928 New
FMC
16
First Merchants Corp
Indiana
$14.3M +$14.2M +281,500 New
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$12.2M +$12.2M +241,266 New
Northern Trust
18
Northern Trust
Illinois
$12M +$12M +237,056 New
AWM
19
Affinity Wealth Management
Delaware
$11.7M +$11.7M +230,804 New
GIA
20
GHP Investment Advisors
Colorado
$10.9M +$10.9M +215,340 New
JP Morgan Chase
21
JP Morgan Chase
New York
$10.9M +$10.9M +214,928 New
DPIM
22
Duff & Phelps Investment Management
Illinois
$10.5M +$10.5M +206,820 New
JMPWA
23
JP Morgan Private Wealth Advisors
California
$10.4M +$10.4M +205,908 New
TYCC
24
Texas Yale Capital Corp
Florida
$10.4M +$10.4M +204,974 New
RCA
25
Rex Capital Advisors
Rhode Island
$9.79M +$9.78M +193,344 New
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