iShares Core S&P Midcap ETFIJHETF

13F holders, Q2 2025 (June 30)
2,440holders +15
110new positions
84sold out
7famous investors
$62.00avg. 13F price*

At the end of Q2 2025, 2,440 institutions reported holding iShares Core S&P Midcap ETF (IJH) in their 13F filings, up 15 from Q1 2025. 110 opened new positions and 84 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($7.4B), Bank of America Corp. ($4.2B) and Bank of New York Mellon Corp ($3.7B). 7 famous investors held it, including Jeff Smith (5.6% of Starboard Value's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Mario Gabelli (0.0% of GAMCO Investors'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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions110$476.8M
Exits84$295.0M

All 13F filers, Q1 2025 → Q2 2025: 63,981,919 shares bought and 57,649,348 shares sold, net +6,332,571 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,440 holders

Northwestern Mutual Wealth Management Co. 5.42% Add +5.1% 119,891,228 $7.4B
Bank of America Corp. 0.34% Reduce -2.3% 67,880,608 $4.2B
Bank of New York Mellon Corp 0.70% Add +1.0% 59,972,950 $3.7B
Wells Fargo & Company 0.69% Reduce -0.3% 50,077,411 $3.1B
Raymond James Financial Inc. 0.83% Add +3.0% 38,719,798 $2.4B
Morgan Stanley 0.15% Add +0.1% 36,956,707 $2.3B
FMR LLC 0.13% Reduce -10.3% 36,672,022 $2.3B
Envestnet Asset Management Inc. 0.63% Add +1.5% 34,572,306 $2.1B
Goldman Sachs Group Inc. 0.27% Add +49.5% 26,883,799 $1.7B
Royal Bank of Canada 0.32% Add +15.4% 26,588,226 $1.6B
LPL Financial LLC 0.54% Add +3.5% 25,959,512 $1.6B
BlackRock, Inc. 0.03% Add +3.2% 25,581,794 $1.6B
Northern Trust Corp. 0.19% Reduce -0.8% 22,692,318 $1.4B
UBS Group AG 0.29% Reduce -3.2% 22,366,581 $1.4B
JPMorgan Chase & Co. 0.07% Reduce -42.3% 17,411,049 $1.1B
PNC Financial Services Group, Inc. 0.62% Reduce -1.1% 15,612,577 $968.3M
First Command Advisory Services, Inc. 8.23% Add +1.7% 15,412,835 $955.9M
Wealthspire Advisors, LLC 5.17% Reduce -4.3% 14,821,322 $919.2M
Mariner, LLC 1.25% Add +2.1% 13,961,480 $865.9M
Acorns Advisers, LLC 6.67% Add +12.1% 12,540,574 $777.8M
Northwestern Mutual Investment Management Company, LLC 9.83% Add +1.9% 10,305,199 $639.1M
Corient Private Wealth LP 0.84% Add +107.4% 10,204,380 $632.0M
Ameriprise Financial Inc. 0.15% Add +15.0% 9,844,405 $610.0M
Regions Financial Corp. 3.89% Add +25.6% 9,107,538 $564.8M
Keybank National Association 2.09% Reduce -0.8% 9,041,121 $560.7M
Truist Financial Corp. 0.81% Reduce -11.2% 8,903,842 $552.2M
Financial Engines Advisors L.L.C. 1.05% Add +4.3% 8,493,316 $526.8M
Millburn Ridgefield LLC 12.52% Reduce -6.1% 8,386,471 $520.1M
Catalyst Capital Advisors LLC 10.51% Reduce -6.1% 8,386,471 $520.1M
HighTower Advisors, LLC 0.58% Add +1.2% 7,469,865 $463.3M
Pathstone Holdings, LLC 1.72% Add +0.7% 7,044,601 $434.4M
Bank of Montreal 0.21% Add +2.6% 6,513,657 $404.0M
Commonwealth Equity Services, LLC 0.49% Reduce -8.9% 6,039,307 $374.6M
&partners 2.65% Add +32.0% 5,551,780 $344.9M
Jones Financial Companies LLLP 0.26% Add +21.0% 5,474,798 $339.5M
Alesco Advisors, LLC, An ESL Co 9.63% Add +3.0% 5,400,020 $334.9M
MAI Capital Management 2.28% Add +8.4% 5,293,658 $328.3M
Starboard Value 5.64% Add +47.3% 5,250,656 $325.6M
US Bancorp \de 0.41% Add +2.2% 5,212,331 $323.3M
Creative Planning 0.25% Reduce -4.0% 4,800,760 $297.7M
Fifth Third Bancorp 1.01% Reduce -3.4% 4,695,686 $291.2M
Bridges Investment Management Inc. 3.84% Add +0.8% 4,581,466 $284.1M
Municipal Employees' Retirement System of Michigan 3.40% Add +24.9% 4,555,207 $282.5M
Cerity Partners LLC 0.49% Reduce -1.9% 4,406,810 $273.3M
Circle Wealth Management, LLC 5.84% Reduce -0.3% 4,237,099 $262.8M
Valeo Financial Advisors, LLC 5.54% Add +4.6% 3,632,757 $225.0M
Baird Financial Group, Inc. 0.38% Add +2.6% 3,473,705 $215.4M
MML Investors Services, LLC 0.58% Reduce -0.4% 3,233,431 $200.5M
Davis R M Inc. 3.68% Add +1.4% 3,203,403 $198.7M
Franklin Resources Inc. 0.05% Reduce -3.1% 3,168,673 $196.5M
Citizens Financial Group Inc. 3.10% Reduce -2.4% 3,109,469 $192.8M
Comerica Bank 0.67% Reduce -2.2% 2,799,778 $173.6M
First Financial Bankshares Inc 3.81% Add +2.4% 2,740,978 $170.0M
Wealth Enhancement Advisory Services, LLC 0.28% Add +56.8% 2,611,984 $166.6M
AlTi Global, Inc. 4.08% Reduce -58.1% 2,617,211 $162.4M
Cetera Investment Advisers 0.27% Reduce -3.5% 2,574,014 $159.6M
Haverford Trust Co 1.52% Add +0.7% 2,573,583 $159.6M
Atlantic Union Bankshares Corp 3.51% New 2,480,098 $153.8M
Alaska Permanent Capital Management, LLC 11.60% Add +7.8% 2,411,984 $149.6M
Rockefeller Capital Management L.P. 0.33% Add +2.5% 2,388,327 $148.5M
Stifel Financial Corp. 0.14% Reduce -6.7% 2,347,270 $145.6M
Osaic Holdings, Inc. 0.26% Reduce -4.7% 2,345,325 $145.5M
Greenleaf Trust 1.25% Add +0.2% 2,277,767 $141.3M
Sand Hill Global Advisors, LLC 5.22% Add +0.7% 2,268,824 $140.7M
Captrust Financial Advisors 0.31% Reduce -0.4% 2,214,611 $137.4M
BLB&B Advisors, LLC 6.39% Add +0.6% 2,203,629 $136.7M
Members Trust Co 4.67% Reduce -4.1% 2,185,643 $135.6M
Constellation Investments, Inc. 6.14% Reduce -23.1% 2,140,000 $132.7M
Connecticut Wealth Management, LLC 6.31% Reduce -4.7% 2,135,947 $132.5M
UMB Bank, n.a. 2.04% Reduce -6.3% 2,114,781 $131.2M
Sigma Investment Counselors Inc. 7.02% Add +3.1% 2,057,875 $127.6M
Cresset Asset Management, LLC 0.64% Reduce -53.9% 2,051,213 $127.2M
Accredited Investors Inc. 7.49% Reduce -23.6% 2,041,023 $126.6M
Focus Partners Wealth 0.25% Add +10.6% 1,892,344 $117.4M
SWF LLC 13.46% Add +5421.6% 1,868,846 $115.9M
Fiduciary Trust Co 1.42% Reduce -1.8% 1,861,265 $115.4M
Cahaba Wealth Management, Inc. 8.71% Reduce -4.7% 1,807,885 $112.1M
Hamilton Capital, LLC 6.08% Add +2.9% 1,783,594 $110.6M
Whittier Trust Co. 1.32% Add +1.8% 1,770,444 $109.8M
Farmers & Merchants Investments Inc. 3.13% Add +8.4% 1,729,458 $107.3M
Bokf, NA 1.71% Reduce -17.5% 1,705,387 $105.8M
Badgley Phelps Wealth Managers, LLC 2.32% Add +3.1% 1,691,938 $104.9M
Moneta Group Investment Advisors LLC 1.21% Add +46.5% 1,643,920 $102.0M
Linscomb Wealth, Inc. 4.53% Add +1.7% 1,587,720 $98.5M
Acropolis Investment Management, LLC 5.36% Reduce -1.1% 1,574,000 $97.6M
M&T Bank Corp 0.34% Reduce -1.9% 1,573,707 $97.6M
Flputnam Investment Management Co. 1.65% Reduce -40.2% 1,552,763 $96.3M
First Interstate Bank 5.45% Add +1.1% 1,496,608 $92.8M
BNP Paribas Financial Markets 0.07% Add +120.4% 1,461,720 $90.7M
State Street Corp. 0.00% Reduce -3.0% 1,458,173 $90.4M
Lutz Financial Services LLC 7.02% Reduce -0.0% 1,457,901 $90.4M
Klingman & Associates, LLC 4.78% Reduce -2.4% 1,397,827 $86.7M
Legacy Wealth Management, LLC 5.36% Add +3.2% 1,388,812 $86.1M
RMR Wealth Builders 7.79% Add +5.0% 1,381,169 $85.7M
Chandler Asset Management, Inc. 14.96% Reduce -1.3% 1,358,103 $84.2M
State of Michigan Retirement System 0.43% Reduce -0.8% 1,351,510 $83.8M
Bessemer Group Inc. 0.14% Reduce -7.2% 1,347,898 $83.6M
Ally Invest Advisors Inc. 6.47% Add +5.6% 1,339,430 $83.1M
Sage Financial Group Inc. 6.06% Add +0.2% 1,323,658 $82.1M
BOK Financial Private Wealth, Inc. 5.40% Reduce -5.1% 1,305,320 $81.0M

"% 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.

Show all 2,440 holders