iShares Core S&P Midcap ETFIJHETF

13F holders, Q3 2025 (September 30)
2,453holders +13
93new positions
69sold out
7famous investors
$65.16avg. 13F price*

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

InstitutionsTotal Value
New Positions93$146.1M
Exits69$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.

Show all 2,453 holders