iShares Core S&P Midcap ETFIJHETF
13F holders, Q4 2024 (December 31)2,466holders +160
89new positions
81sold out
7famous investors
$62.22avg. 13F price*
At the end of Q4 2024, 2,466 institutions reported holding iShares Core S&P Midcap ETF (IJH) in their 13F filings, up 160 from Q3 2024. 89 opened new positions and 81 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($6.9B), Bank of America Corp. ($4.2B) and Bank of New York Mellon Corp ($3.2B). 7 famous investors held it, including Jeff Smith (4.5% of Starboard Value's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Core S&P Midcap ETF
- CUSIP
- 464287507
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 89 | $542.2M |
| Exits | 81 | $234.2M |
All 13F filers, Q3 2024 → Q4 2024: 77,608,107 shares bought and 20,025,685 shares sold, net +57,582,422 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,466 holders
| Northwestern Mutual Wealth Management Co. | 5.82% | Add +3.4% | 110,677,195 | $6.9B |
| Bank of America Corp. | 0.39% | Add +4.1% | 67,787,878 | $4.2B |
| Bank of New York Mellon Corp | 0.60% | Add +7.8% | 51,986,835 | $3.2B |
| Wells Fargo & Company | 0.77% | Add +7.3% | 51,247,964 | $3.2B |
| FMR LLC | 0.17% | Add +10.7% | 45,753,482 | $2.9B |
| LPL Financial LLC | 1.08% | Add +3.3% | 42,550,311 | $2.7B |
| JPMorgan Chase & Co. | 0.19% | Add +2.4% | 38,961,128 | $2.4B |
| Morgan Stanley | 0.16% | Add +4.2% | 35,993,587 | $2.2B |
| Raymond James Financial Inc. | 0.82% | — | 35,598,511 | $2.2B |
| Envestnet Asset Management Inc. | 0.57% | Add +10.6% | 28,411,017 | $1.8B |
| Royal Bank of Canada | 0.35% | Add +19.6% | 25,727,192 | $1.6B |
| BlackRock, Inc. | 0.03% | Add +13.6% | 24,672,647 | $1.5B |
| UBS Group AG | 0.33% | Reduce -3.9% | 23,740,948 | $1.5B |
| Northern Trust Corp. | 0.19% | Add +5.4% | 21,282,901 | $1.3B |
| Goldman Sachs Group Inc. | 0.21% | Add +58.8% | 17,401,493 | $1.1B |
| PNC Financial Services Group, Inc. | 0.69% | Add +0.3% | 16,591,359 | $1.0B |
| Mariner, LLC | 1.34% | Add +3.3% | 12,824,258 | $799.1M |
| First Command Advisory Services, Inc. | 6.41% | Reduce -0.0% | 10,855,319 | $676.4M |
| Acorns Advisers, LLC | 6.48% | Add +1.8% | 10,726,481 | $668.4M |
| Truist Financial Corp. | 0.91% | Add +25.5% | 9,339,551 | $581.9M |
| Keybank National Association | 2.21% | Add +1.7% | 9,240,107 | $575.8M |
| Ameriprise Financial Inc. | 0.14% | Reduce -5.7% | 8,976,780 | $559.2M |
| Financial Engines Advisors L.L.C. | 1.09% | Reduce -3.8% | 8,285,690 | $516.3M |
| Millburn Ridgefield LLC | 12.61% | Add +6.5% | 8,085,605 | $503.8M |
| Catalyst Capital Advisors LLC | 10.73% | Add +6.5% | 8,085,605 | $503.8M |
| Wealthspire Advisors, LLC | 4.71% | Add +5.7% | 7,606,982 | $474.0M |
| HighTower Advisors, LLC | 0.63% | Add +3.9% | 7,326,920 | $456.5M |
| Regions Financial Corp. | 3.28% | Add +0.1% | 7,171,577 | $446.9M |
| Pathstone Holdings, LLC | 1.93% | Reduce -0.9% | 7,002,675 | $436.3M |
| AlTi Global, Inc. | 10.02% | Add +3.0% | 6,639,763 | $415.1M |
| Bank of Montreal | 0.20% | Add +5.0% | 6,334,033 | $394.7M |
| Commonwealth Equity Services, LLC | 0.57% | Add +2.5% | 6,236,493 | $388.6M |
| Alesco Advisors, LLC, An ESL Co | 10.29% | Reduce -0.5% | 5,258,021 | $327.6M |
| Creative Planning | 0.30% | Reduce -1.2% | 4,944,508 | $308.1M |
| Fifth Third Bancorp | 1.12% | Reduce -1.8% | 4,944,371 | $308.1M |
| US Bancorp \de | 0.40% | Add +3.0% | 4,910,376 | $306.0M |
| Northwestern Mutual Investment Management Company, LLC | 6.74% | Reduce -7.1% | 4,892,506 | $304.9M |
| MAI Capital Management | 2.17% | Add +12.2% | 4,665,678 | $290.7M |
| Bridges Investment Management Inc. | 3.75% | Add +2.7% | 4,309,805 | $268.5M |
| Circle Wealth Management, LLC | 5.72% | No change | 4,289,155 | $267.3M |
| Starboard Value | 4.48% | New | 3,965,268 | $247.1M |
| Cerity Partners LLC | 0.54% | Add +16.6% | 3,957,615 | $246.6M |
| Cresset Asset Management, LLC | 1.11% | Add +19.9% | 3,684,626 | $229.6M |
| Balyasny Asset Management L.P. | 0.54% | Reduce -41.6% | 3,642,109 | $226.9M |
| Jones Financial Companies LLLP | 0.21% | Add +16.6% | 3,598,079 | $224.2M |
| &partners | 2.57% | Add +40.5% | 3,391,582 | $214.1M |
| Baird Financial Group, Inc. | 0.40% | Add +5.9% | 3,392,713 | $211.4M |
| Franklin Resources Inc. | 0.06% | Reduce -0.6% | 3,247,078 | $202.3M |
| Valeo Financial Advisors, LLC | 5.47% | Add +9.9% | 3,139,386 | $195.6M |
| Davis R M Inc. | 3.75% | Add +2.8% | 3,084,140 | $192.2M |
| Citizens Financial Group Inc. | 3.73% | Add +0.6% | 3,071,734 | $191.4M |
| MML Investors Services, LLC | 0.62% | Add +6.3% | 2,894,482 | $180.4M |
| Comerica Bank | 0.72% | Add +1.7% | 2,876,437 | $179.2M |
| FIL Ltd | 0.16% | Add +83.7% | 2,806,546 | $174.9M |
| Accredited Investors Inc. | 9.78% | Add +16.6% | 2,677,120 | $166.8M |
| First Financial Bankshares Inc | 3.56% | Reduce -1.0% | 2,637,609 | $164.3M |
| Flputnam Investment Management Co. | 3.00% | Reduce -16.9% | 2,634,865 | $164.2M |
| Cetera Investment Advisers | 0.33% | Add +2.2% | 2,568,719 | $160.1M |
| Stifel Financial Corp. | 0.17% | Reduce -22.7% | 2,553,107 | $159.1M |
| Haverford Trust Co | 1.57% | Add +0.7% | 2,539,454 | $158.2M |
| Sandy Spring Bank | 6.19% | Add +0.4% | 2,451,890 | $152.8M |
| Corient Private Wealth LP | 0.25% | Reduce -23.2% | 2,407,281 | $147.9M |
| UMB Bank, n.a. | 2.30% | Reduce -2.5% | 2,336,390 | $145.6M |
| Greenleaf Trust | 1.32% | Reduce -3.4% | 2,329,616 | $145.2M |
| Alaska Permanent Capital Management, LLC | 11.80% | Reduce -1.1% | 2,304,623 | $143.6M |
| Rockefeller Capital Management L.P. | 0.37% | Add +25.9% | 2,278,719 | $142.0M |
| Members Trust Co | 4.88% | Reduce -1.2% | 2,274,563 | $141.7M |
| Sand Hill Global Advisors, LLC | 5.80% | Add +0.3% | 2,199,537 | $137.1M |
| Osaic Holdings, Inc. | 0.31% | Add +10.2% | 2,194,103 | $136.7M |
| BLB&B Advisors, LLC | 6.67% | Add +5.6% | 2,099,763 | $130.8M |
| Bokf, NA | 2.17% | Add +2.4% | 2,075,398 | $128.4M |
| TD Asset Management Inc | 0.11% | Add +0.9% | 2,056,618 | $128.1M |
| State of Michigan Retirement System | 0.67% | Add +3.7% | 2,054,510 | $128.0M |
| Sigma Investment Counselors Inc. | 7.50% | Add +0.6% | 2,050,653 | $127.8M |
| Connecticut Wealth Management, LLC | 6.27% | Add +5.5% | 2,046,502 | $127.5M |
| Municipal Employees' Retirement System of Michigan | 1.72% | Add +0.0% | 2,005,373 | $125.0M |
| Fiduciary Trust Co | 1.53% | Add +1.4% | 1,863,042 | $116.1M |
| Cahaba Wealth Management, Inc. | 9.54% | Add +1.6% | 1,849,285 | $115.2M |
| Wealth Enhancement Advisory Services, LLC | 0.21% | Add +10.1% | 1,742,498 | $108.6M |
| Whittier Trust Co. | 1.40% | Reduce -0.3% | 1,710,203 | $106.6M |
| Captrust Financial Advisors | 0.29% | Reduce -1.1% | 1,650,622 | $102.9M |
| Steward Partners Investment Advisory, LLC | 0.88% | Add +4.0% | 1,595,993 | $99.4M |
| Badgley Phelps Wealth Managers, LLC | 2.31% | Reduce -0.3% | 1,587,884 | $98.9M |
| Acropolis Investment Management, LLC | 5.80% | Reduce -0.1% | 1,576,888 | $98.3M |
| Focus Partners Wealth | 0.26% | Add +192.8% | 1,575,619 | $98.2M |
| Linscomb Wealth, Inc. | 4.85% | Add +0.7% | 1,564,400 | $97.5M |
| M&T Bank Corp | 0.33% | Add +12.8% | 1,558,050 | $97.1M |
| Constellation Investments, Inc. | 4.39% | — | 1,549,000 | $96.5M |
| Farmers & Merchants Investments Inc. | 3.00% | Add +0.4% | 1,534,329 | $95.6M |
| BNP Paribas Financial Markets | 0.07% | New | 1,501,160 | $93.5M |
| Bessemer Group Inc. | 0.15% | Add +1.9% | 1,485,895 | $92.6M |
| First Interstate Bank | 5.54% | Add +1.9% | 1,468,976 | $91.5M |
| Lutz Financial Services LLC | 7.28% | Reduce -0.2% | 1,445,080 | $90.0M |
| Ensign Peak Advisors, Inc | 0.16% | Add +26.3% | 1,415,121 | $88.2M |
| Klingman & Associates, LLC | 5.45% | Add +1.6% | 1,382,218 | $86.1M |
| Kestra Advisory Services, LLC | 0.47% | Reduce -5.5% | 1,365,948 | $85.1M |
| Legacy Wealth Management, LLC | 5.44% | Reduce -3.5% | 1,360,573 | $84.8M |
| BOK Financial Private Wealth, Inc. | 6.05% | Add +0.7% | 1,337,829 | $83.4M |
| Full Sail Capital, LLC | 5.14% | Add +0.2% | 1,295,807 | $80.7M |
| Lee Financial Co | 11.27% | Add +0.2% | 1,286,049 | $80.1M |
"% of holder's portfolio" is IJH's weight in each manager's 13F, not the share of iShares Core S&P Midcap ETF the manager owns.