We are live on ! Find out more
IJJ icon

iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$1.13B -$11.3M -153,166 -1%
Morgan Stanley
2
Morgan Stanley
New York
$295M -$16.9M -229,294 -5%
Bank of America
3
Bank of America
North Carolina
$148M -$8.09M -109,422 -5%
EFS
4
Edelman Financial Services
Virginia
$125M +$4.61M +62,398 +4%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$99.6M +$2.05M +27,748 +2%
UBS Group
6
UBS Group
Switzerland
$95.1M -$5.2M -70,416 -5%
Members Trust
7
Members Trust
Florida
$85.2M +$2.04M +27,622 +2%
Northern Trust
8
Northern Trust
Illinois
$57.7M -$2.73M -36,940 -5%
Axa
9
Axa
France
$56.9M
Stifel Financial
10
Stifel Financial
Missouri
$48.1M +$3.23M +43,768 +7%
EK
11
Evensky & Katz
Florida
$42.7M +$963K +13,032 +2%
RJA
12
Raymond James & Associates
Florida
$36.7M -$23.4M -316,834 -39%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$34.7M -$4.05M -54,748 -10%
KeyBank National Association
14
KeyBank National Association
Ohio
$33.1M -$4.19M -56,650 -11%
AA
15
Alesco Advisors
New York
$32.4M +$3.98M +53,818 +14%
PP
16
Palladium Partners
Virginia
$30.8M +$443K +5,990 +1%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$30.2M -$1.68M -22,696 -5%
LPL Financial
18
LPL Financial
California
$26.3M -$30.8M -416,276 -54%
HCM
19
Highfields Capital Management
Massachusetts
$25.4M
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$24.2M -$44.7M -604,382 -65%
CFB
21
Cullen/Frost Bankers
Texas
$23M -$174K -2,356 -0.8%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$22.7M +$1.36M +18,440 +6%
BF
23
BOK Financial
Oklahoma
$22.4M -$96.8K -1,310 -0.4%
DADC
24
D.A. Davidson & Co
Montana
$21.8M +$1.27M +17,212 +6%
FMC
25
First Merchants Corp
Indiana
$21.5M -$570K -7,710 -3%