iShares Core S&P Midcap ETFIJHETF
13F holders, Q1 2025 (March 31)2,425holders −41
90new positions
122sold out
7famous investors
$58.32avg. 13F price*
At the end of Q1 2025, 2,425 institutions reported holding iShares Core S&P Midcap ETF (IJH) in their 13F filings, down 41 from Q4 2024. 90 opened new positions and 122 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($6.7B), Bank of America Corp. ($4.1B) and Bank of New York Mellon Corp ($3.5B). 7 famous investors held it, including Jeff Smith (3.8% of Starboard Value's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 90 | $315.0M |
| Exits | 122 | $474.8M |
All 13F filers, Q4 2024 → Q1 2025: 81,525,804 shares bought and 62,924,763 shares sold, net +18,601,041 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,425 holders
| Northwestern Mutual Wealth Management Co. | 5.44% | Add +3.1% | 114,080,884 | $6.7B |
| Bank of America Corp. | 0.36% | Add +2.5% | 69,457,308 | $4.1B |
| Bank of New York Mellon Corp | 0.69% | Add +14.3% | 59,401,100 | $3.5B |
| Wells Fargo & Company | 0.71% | Reduce -2.0% | 50,210,591 | $2.9B |
| FMR LLC | 0.15% | Reduce -10.6% | 40,901,394 | $2.4B |
| Raymond James Financial Inc. | 0.83% | Add +5.6% | 37,597,337 | $2.2B |
| Morgan Stanley | 0.15% | Add +2.6% | 36,920,356 | $2.2B |
| Envestnet Asset Management Inc. | 0.64% | Add +19.9% | 34,056,217 | $2.0B |
| JPMorgan Chase & Co. | 0.13% | Reduce -22.5% | 30,189,392 | $1.8B |
| LPL Financial LLC | 0.57% | Reduce -41.0% | 25,091,712 | $1.5B |
| BlackRock, Inc. | 0.03% | Add +0.5% | 24,784,398 | $1.4B |
| UBS Group AG | 0.30% | Reduce -2.7% | 23,107,496 | $1.3B |
| Royal Bank of Canada | 0.30% | Reduce -10.4% | 23,049,016 | $1.3B |
| Northern Trust Corp. | 0.20% | Add +7.5% | 22,885,189 | $1.3B |
| Goldman Sachs Group Inc. | 0.20% | Add +3.3% | 17,981,529 | $1.0B |
| First Command Advisory Services, Inc. | 8.93% | Add +39.7% | 15,161,869 | $932.4M |
| PNC Financial Services Group, Inc. | 0.48% | Reduce -4.9% | 15,779,484 | $920.7M |
| Wealthspire Advisors, LLC | 5.40% | Add +103.5% | 15,480,038 | $903.3M |
| Mariner, LLC | 1.33% | Add +6.7% | 13,678,865 | $798.1M |
| Acorns Advisers, LLC | 6.26% | Add +4.3% | 11,183,633 | $652.6M |
| Northwestern Mutual Investment Management Company, LLC | 9.37% | Add +106.8% | 10,117,261 | $590.3M |
| Truist Financial Corp. | 0.94% | Add +7.4% | 10,031,573 | $585.3M |
| Keybank National Association | 2.13% | Reduce -1.3% | 9,118,210 | $532.0M |
| Millburn Ridgefield LLC | 12.63% | Add +10.5% | 8,932,011 | $521.2M |
| Catalyst Capital Advisors LLC | 10.67% | Add +10.5% | 8,932,011 | $521.2M |
| Ameriprise Financial Inc. | 0.14% | Reduce -4.6% | 8,560,743 | $499.5M |
| Financial Engines Advisors L.L.C. | 1.02% | Reduce -1.7% | 8,142,411 | $475.1M |
| HighTower Advisors, LLC | 0.59% | Add +0.8% | 7,383,609 | $430.8M |
| Regions Financial Corp. | 3.15% | Add +1.1% | 7,252,805 | $423.2M |
| Pathstone Holdings, LLC | 1.77% | Reduce -0.1% | 6,992,605 | $408.0M |
| Commonwealth Equity Services, LLC | 0.55% | Add +6.3% | 6,630,700 | $386.9M |
| Bank of Montreal | 0.20% | Add +0.2% | 6,346,227 | $370.3M |
| AlTi Global, Inc. | 9.56% | Reduce -5.9% | 6,249,246 | $364.6M |
| Alesco Advisors, LLC, An ESL Co | 9.61% | Reduce -0.3% | 5,244,947 | $306.0M |
| US Bancorp \de | 0.40% | Add +3.8% | 5,098,891 | $297.5M |
| Creative Planning | 0.27% | Add +1.2% | 5,002,993 | $291.9M |
| Corient Private Wealth LP | 0.47% | Add +104.3% | 4,919,285 | $287.0M |
| MAI Capital Management | 2.16% | Add +4.7% | 4,882,549 | $284.9M |
| Fifth Third Bancorp | 1.08% | Reduce -1.7% | 4,858,784 | $283.5M |
| Bridges Investment Management Inc. | 3.83% | Add +5.5% | 4,546,151 | $265.3M |
| Jones Financial Companies LLLP | 0.24% | Add +25.8% | 4,525,078 | $263.6M |
| Cerity Partners LLC | 0.54% | Add +13.5% | 4,492,848 | $262.2M |
| Cresset Asset Management, LLC | 1.30% | Add +20.8% | 4,451,756 | $259.8M |
| Circle Wealth Management, LLC | 5.75% | Reduce -0.9% | 4,251,767 | $248.1M |
| &partners | 2.61% | Add +24.0% | 4,205,756 | $245.8M |
| Municipal Employees' Retirement System of Michigan | 2.69% | Add +81.8% | 3,645,909 | $212.7M |
| Starboard Value | 3.79% | Reduce -10.1% | 3,564,875 | $208.0M |
| Valeo Financial Advisors, LLC | 5.65% | Add +10.6% | 3,471,900 | $202.3M |
| Baird Financial Group, Inc. | 0.38% | Reduce -0.2% | 3,387,020 | $197.6M |
| Franklin Resources Inc. | 0.06% | Add +0.7% | 3,270,124 | $190.8M |
| MML Investors Services, LLC | 0.63% | Add +12.1% | 3,245,957 | $189.4M |
| Citizens Financial Group Inc. | 3.67% | Add +3.7% | 3,184,865 | $185.8M |
| Davis R M Inc. | 3.69% | Add +2.5% | 3,159,974 | $184.4M |
| Comerica Bank | 0.70% | Reduce -0.5% | 2,862,493 | $167.0M |
| Constellation Investments, Inc. | 7.71% | Add +79.6% | 2,782,000 | $162.3M |
| First Financial Bankshares Inc | 3.37% | Add +1.5% | 2,676,577 | $156.2M |
| Accredited Investors Inc. | 9.68% | Reduce -0.2% | 2,671,642 | $155.9M |
| Cetera Investment Advisers | 0.30% | Add +3.8% | 2,666,377 | $155.6M |
| Flputnam Investment Management Co. | 2.84% | Reduce -1.4% | 2,596,666 | $151.5M |
| Haverford Trust Co | 1.50% | Add +0.7% | 2,556,279 | $149.2M |
| FIL Ltd | 0.14% | Reduce -9.4% | 2,542,130 | $148.3M |
| Stifel Financial Corp. | 0.16% | Reduce -1.5% | 2,515,269 | $146.8M |
| Sandy Spring Bank | 6.09% | Add +1.3% | 2,482,907 | $144.9M |
| Osaic Holdings, Inc. | 0.32% | Add +12.1% | 2,459,692 | $143.5M |
| Rockefeller Capital Management L.P. | 0.34% | Add +2.3% | 2,329,982 | $136.0M |
| Members Trust Co | 4.63% | Add +0.2% | 2,278,986 | $133.0M |
| Greenleaf Trust | 1.21% | Reduce -2.4% | 2,272,799 | $132.6M |
| UMB Bank, n.a. | 2.17% | Reduce -3.4% | 2,257,242 | $131.7M |
| Sand Hill Global Advisors, LLC | 5.42% | Add +2.5% | 2,253,629 | $131.5M |
| Connecticut Wealth Management, LLC | 6.85% | Add +9.5% | 2,240,575 | $130.7M |
| Alaska Permanent Capital Management, LLC | 11.00% | Reduce -2.9% | 2,238,001 | $130.5M |
| Captrust Financial Advisors | 0.33% | Add +34.7% | 2,223,498 | $129.7M |
| BLB&B Advisors, LLC | 6.50% | Add +4.3% | 2,189,702 | $127.8M |
| Bokf, NA | 2.13% | Reduce -0.3% | 2,068,072 | $120.7M |
| Sigma Investment Counselors Inc. | 7.12% | Reduce -2.7% | 1,996,043 | $116.5M |
| Cahaba Wealth Management, Inc. | 9.16% | Add +2.6% | 1,897,636 | $110.7M |
| Fiduciary Trust Co | 1.45% | Add +1.8% | 1,895,732 | $110.6M |
| Voya Investment Management LLC | 0.14% | Add +67.3% | 1,775,949 | $103.6M |
| Whittier Trust Co. | 1.41% | Add +1.7% | 1,738,884 | $101.4M |
| Hamilton Capital, LLC | 6.12% | Add +13300.9% | 1,732,602 | $101.1M |
| Focus Partners Wealth | 0.25% | Add +8.6% | 1,710,588 | $99.8M |
| Wealth Enhancement Advisory Services, LLC | 0.19% | Reduce -4.4% | 1,665,942 | $97.2M |
| Steward Partners Investment Advisory, LLC | 0.85% | Add +3.2% | 1,647,131 | $96.1M |
| Badgley Phelps Wealth Managers, LLC | 2.31% | Add +3.4% | 1,641,452 | $95.8M |
| M&T Bank Corp | 0.34% | Add +3.0% | 1,604,635 | $93.6M |
| Farmers & Merchants Investments Inc. | 2.96% | Add +4.0% | 1,595,279 | $93.1M |
| Acropolis Investment Management, LLC | 5.51% | Add +1.0% | 1,591,955 | $92.9M |
| Linscomb Wealth, Inc. | 4.54% | Reduce -0.2% | 1,560,787 | $91.1M |
| Ensign Peak Advisors, Inc | 0.17% | Add +10.0% | 1,556,031 | $90.8M |
| State Street Corp. | 0.00% | Add +17.6% | 1,502,441 | $87.7M |
| First Interstate Bank | 5.15% | Add +0.7% | 1,479,545 | $86.3M |
| Temasek Holdings (Private) Ltd | 0.35% | New | 1,472,640 | $85.9M |
| Lutz Financial Services LLC | 6.97% | Add +0.9% | 1,458,552 | $85.1M |
| Bessemer Group Inc. | 0.15% | Reduce -2.3% | 1,452,416 | $84.7M |
| Klingman & Associates, LLC | 5.12% | Add +3.6% | 1,432,678 | $83.6M |
| BOK Financial Private Wealth, Inc. | 6.03% | Add +2.8% | 1,375,706 | $80.3M |
| Chandler Asset Management, Inc. | 15.13% | Add +10.2% | 1,375,303 | $80.2M |
| Blair William & Co. | 0.24% | Add +103.7% | 1,373,121 | $80.1M |
| State of Michigan Retirement System | 0.46% | Reduce -33.7% | 1,361,710 | $79.5M |
| Legacy Wealth Management, LLC | 5.23% | Reduce -1.1% | 1,345,242 | $78.5M |
"% 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.