iShares Core S&P Midcap ETFIJHETF
13F holders, Q3 2025 (September 30)At the end of Q3 2025, 2,453 institutions reported holding iShares Core S&P Midcap ETF (IJH) in their 13F filings, up 13 from Q2 2025. 93 opened new positions and 69 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($8.0B), Bank of America Corp. ($4.4B) and Bank of New York Mellon Corp ($3.6B). 7 famous investors held it, including Jeff Smith (6.4% of Starboard Value's portfolio), Mario Gabelli (0.0% of GAMCO Investors'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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 93 | $146.1M |
| Exits | 69 | $159.4M |
All 13F filers, Q2 2025 → Q3 2025: 38,244,227 shares bought and 36,405,303 shares sold, net +1,838,924 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,453 holders
| Northwestern Mutual Wealth Management Co. | 5.34% | Add +2.3% | 122,648,738 | $8.0B |
| Bank of America Corp. | 0.33% | Add +0.1% | 67,916,121 | $4.4B |
| Bank of New York Mellon Corp | 0.65% | Reduce -7.4% | 55,547,436 | $3.6B |
| Wells Fargo & Company | 0.70% | Add +4.8% | 52,504,470 | $3.4B |
| FMR LLC | 0.14% | Add +13.4% | 41,579,695 | $2.7B |
| Raymond James Financial Inc. | 0.81% | Reduce -0.1% | 38,660,423 | $2.5B |
| Morgan Stanley | 0.15% | Add +0.2% | 37,043,045 | $2.4B |
| Envestnet Asset Management Inc. | 0.65% | Reduce -0.1% | 34,554,428 | $2.3B |
| Goldman Sachs Group Inc. | 0.27% | Add +5.4% | 28,327,948 | $1.8B |
| LPL Financial LLC | 0.53% | Add +6.8% | 27,717,607 | $1.8B |
| BlackRock, Inc. | 0.03% | Reduce -0.6% | 25,439,613 | $1.7B |
| Royal Bank of Canada | 0.28% | Reduce -10.7% | 23,746,619 | $1.5B |
| Northern Trust Corp. | 0.19% | Add +2.3% | 23,218,270 | $1.5B |
| UBS Group AG | 0.29% | Add +3.2% | 23,084,628 | $1.5B |
| JPMorgan Chase & Co. | 0.07% | Reduce -5.8% | 16,397,195 | $1.1B |
| PNC Financial Services Group, Inc. | 0.62% | Add +0.1% | 15,630,513 | $1.0B |
| First Command Advisory Services, Inc. | 7.30% | Add +0.2% | 15,439,494 | $1.0B |
| Wealthspire Advisors, LLC | 5.09% | Add +0.7% | 14,918,070 | $973.6M |
| Mariner, LLC | 1.21% | Add +2.8% | 14,356,821 | $936.9M |
| Acorns Advisers, LLC | 6.73% | Add +4.6% | 13,115,309 | $855.9M |
| Northwestern Mutual Investment Management Company, LLC | 9.45% | Reduce -2.9% | 10,006,629 | $653.0M |
| Regions Financial Corp. | 4.01% | Add +3.7% | 9,444,439 | $616.3M |
| Truist Financial Corp. | 0.83% | Add +5.9% | 9,425,258 | $615.1M |
| Keybank National Association | 2.13% | Add +2.9% | 9,302,044 | $607.1M |
| Ameriprise Financial Inc. | 0.13% | Reduce -9.0% | 8,958,861 | $584.7M |
| Financial Engines Advisors L.L.C. | 1.03% | Reduce -2.3% | 8,299,757 | $541.6M |
| Millburn Ridgefield LLC | 12.21% | Reduce -6.5% | 7,838,358 | $511.5M |
| Catalyst Capital Advisors LLC | 10.32% | Reduce -6.5% | 7,838,358 | $511.5M |
| HighTower Advisors, LLC | 0.58% | Add +4.0% | 7,766,194 | $506.8M |
| Pathstone Holdings, LLC | 1.74% | Reduce -1.1% | 6,969,517 | $454.8M |
| Bank of Montreal | 0.18% | Add +0.8% | 6,566,434 | $428.5M |
| &partners | 2.73% | Add +17.7% | 6,533,589 | $426.7M |
| Jones Financial Companies LLLP | 0.27% | Add +12.3% | 6,145,989 | $401.5M |
| Commonwealth Equity Services, LLC | 0.49% | Reduce -4.0% | 5,796,032 | $378.2M |
| Alesco Advisors, LLC, An ESL Co | 9.45% | Reduce -1.0% | 5,344,887 | $348.8M |
| MAI Capital Management | 2.17% | Add +0.4% | 5,315,179 | $346.9M |
| Starboard Value | 6.45% | No change | 5,250,656 | $342.7M |
| US Bancorp \de | 0.40% | Reduce -0.7% | 5,175,218 | $337.7M |
| Cerity Partners LLC | 0.53% | Add +13.3% | 4,992,224 | $325.8M |
| Creative Planning | 0.24% | Reduce -0.3% | 4,787,999 | $312.5M |
| Fifth Third Bancorp | 0.98% | Reduce -0.1% | 4,688,718 | $306.0M |
| Municipal Employees' Retirement System of Michigan | 3.44% | No change | 4,555,207 | $297.3M |
| Bridges Investment Management Inc. | 3.71% | Reduce -3.0% | 4,443,042 | $290.0M |
| Circle Wealth Management, LLC | 5.39% | Add +0.1% | 4,242,363 | $276.9M |
| Valeo Financial Advisors, LLC | 5.50% | Add +1.8% | 3,697,841 | $241.0M |
| Baird Financial Group, Inc. | 0.36% | Reduce -0.6% | 3,452,453 | $225.3M |
| Cetera Investment Advisers | 0.26% | Add +32.2% | 3,401,972 | $222.0M |
| Davis R M Inc. | 3.68% | Add +0.7% | 3,224,893 | $210.5M |
| Citizens Financial Group Inc. | 2.82% | Add +1.4% | 3,152,906 | $205.8M |
| MML Investors Services, LLC | 0.53% | Reduce -6.1% | 3,036,938 | $198.2M |
| Franklin Resources Inc. | 0.05% | Reduce -4.6% | 3,022,243 | $197.2M |
| Osaic Holdings, Inc. | 0.27% | Add +25.0% | 2,930,862 | $191.1M |
| Steward Partners Investment Advisory, LLC | 1.09% | Add +140.5% | 2,904,799 | $189.6M |
| Corient Private Wealth LP | 0.29% | Reduce -66.2% | 3,454,429 | $185.2M |
| First Financial Bankshares Inc | 3.74% | Add +1.6% | 2,786,153 | $181.8M |
| Comerica Bank | 0.68% | Reduce -0.7% | 2,780,962 | $181.5M |
| Wealth Enhancement Advisory Services, LLC | 0.26% | Reduce -0.3% | 2,602,981 | $169.6M |
| Haverford Trust Co | 1.52% | Add +0.0% | 2,573,761 | $168.0M |
| Atlantic Union Bankshares Corp | 3.05% | Add +0.0% | 2,480,468 | $161.9M |
| Stifel Financial Corp. | 0.14% | Add +2.3% | 2,401,042 | $156.7M |
| Rockefeller Capital Management L.P. | 0.31% | Add +0.5% | 2,400,500 | $156.7M |
| BLB&B Advisors, LLC | 6.60% | Add +6.3% | 2,341,429 | $152.8M |
| Mercer Global Advisors Inc. | 0.25% | Add +238.9% | 2,302,038 | $150.2M |
| Alaska Permanent Capital Management, LLC | 11.02% | Reduce -4.8% | 2,295,137 | $149.8M |
| Greenleaf Trust | 1.34% | Reduce -0.7% | 2,260,853 | $147.5M |
| Sand Hill Global Advisors, LLC | 5.19% | Reduce -0.4% | 2,260,253 | $147.5M |
| Captrust Financial Advisors | 0.30% | Add +1.1% | 2,237,996 | $146.1M |
| Members Trust Co | 4.64% | Reduce -1.0% | 2,162,876 | $141.1M |
| Cresset Asset Management, LLC | 0.60% | Add +1.5% | 2,082,739 | $135.9M |
| Sigma Investment Counselors Inc. | 6.95% | Reduce -0.2% | 2,053,286 | $134.0M |
| Focus Partners Wealth | 0.21% | Add +5.9% | 2,003,711 | $130.8M |
| UMB Bank, n.a. | 1.84% | Reduce -9.6% | 1,912,478 | $124.8M |
| Connecticut Wealth Management, LLC | 5.46% | Reduce -11.7% | 1,885,632 | $123.1M |
| Cahaba Wealth Management, Inc. | 8.85% | Add +3.5% | 1,872,038 | $122.2M |
| SWF LLC | 12.50% | No change | 1,868,846 | $122.0M |
| Fiduciary Trust Co | 1.36% | Reduce -1.4% | 1,834,894 | $119.7M |
| AlTi Global, Inc. | 2.80% | Reduce -30.2% | 1,827,328 | $119.3M |
| Whittier Trust Co. | 1.36% | Add +2.3% | 1,811,634 | $119.2M |
| Farmers & Merchants Investments Inc. | 3.28% | Add +2.5% | 1,772,453 | $115.7M |
| Badgley Phelps Wealth Managers, LLC | 2.35% | Add +1.2% | 1,711,617 | $111.7M |
| Moneta Group Investment Advisors LLC | 0.89% | Add +3.9% | 1,707,385 | $111.4M |
| Bokf, NA | 1.65% | Reduce -1.2% | 1,684,649 | $109.9M |
| Accredited Investors Inc. | 6.00% | Reduce -19.2% | 1,649,266 | $107.6M |
| Flputnam Investment Management Co. | 1.60% | Add +5.3% | 1,635,815 | $106.8M |
| Acropolis Investment Management, LLC | 5.32% | Add +7.3% | 1,689,031 | $104.8M |
| Linscomb Wealth, Inc. | 4.47% | Add +0.2% | 1,590,268 | $103.8M |
| Constellation Investments, Inc. | 4.59% | Reduce -29.7% | 1,505,000 | $98.2M |
| First Interstate Bank | 5.40% | Add +0.1% | 1,498,721 | $97.8M |
| Lutz Financial Services LLC | 7.03% | Add +2.1% | 1,488,531 | $97.1M |
| FIL Ltd | 0.08% | Add +57.1% | 1,465,102 | $95.6M |
| RMR Wealth Builders | 7.92% | Add +5.0% | 1,450,910 | $94.7M |
| Klingman & Associates, LLC | 4.76% | Add +3.4% | 1,444,799 | $94.3M |
| M&T Bank Corp | 0.32% | Reduce -8.4% | 1,441,736 | $94.1M |
| State Street Corp. | 0.00% | Reduce -2.5% | 1,421,987 | $92.8M |
| Chandler Asset Management, Inc. | 15.16% | Add +4.2% | 1,415,388 | $92.4M |
| Bessemer Group Inc. | 0.14% | Add +5.0% | 1,415,322 | $92.4M |
| Legacy Wealth Management, LLC | 5.29% | Reduce -0.9% | 1,375,897 | $89.8M |
| Ally Invest Advisors Inc. | 6.44% | Add +2.6% | 1,374,702 | $89.7M |
| Sage Financial Group Inc. | 6.10% | Add +3.8% | 1,374,471 | $89.7M |
| Lee Financial Co | 11.20% | Add +5.1% | 1,364,354 | $89.0M |
"% 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.