iShares Core S&P Midcap ETFIJHETF
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 2,666 institutions reported holding iShares Core S&P Midcap ETF (IJH) in their 13F filings, up 17 from Q4 2025. 100 opened new positions and 82 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($8.7B), Bank of America Corp. ($4.5B) and Bank of New York Mellon Corp ($4.0B). 6 famous investors held it, including Jeff Smith (8.6% 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 100 | $154.6M |
| Exits | 82 | $264.2M |
All 13F filers, Q4 2025 → Q1 2026: 65,078,500 shares bought and 34,841,477 shares sold, net +30,237,023 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,666 holders
| Northwestern Mutual Wealth Management Co. | 5.36% | Add +3.2% | 128,823,592 | $8.7B |
| Bank of America Corp. | 0.33% | Reduce -2.8% | 67,162,982 | $4.5B |
| Bank of New York Mellon Corp | 0.73% | Add +0.3% | 58,734,173 | $4.0B |
| Wells Fargo & Company | 0.72% | Add +2.2% | 53,508,393 | $3.6B |
| FMR LLC | 0.19% | Add +11.0% | 52,974,655 | $3.6B |
| Goldman Sachs Group Inc. | 0.36% | Add +36.9% | 40,473,497 | $2.7B |
| Morgan Stanley | 0.15% | Reduce -0.3% | 36,882,226 | $2.5B |
| Raymond James Financial Inc. | 0.76% | Add +1.7% | 36,437,011 | $2.5B |
| Envestnet Asset Management Inc. | 0.65% | Add +5.4% | 36,038,875 | $2.4B |
| BlackRock, Inc. | 0.03% | Add +4.8% | 27,964,904 | $1.9B |
| UBS Group AG | 0.29% | Add +4.8% | 24,237,029 | $1.6B |
| Northern Trust Corp. | 0.21% | Add +1.6% | 23,838,148 | $1.6B |
| LPL Financial LLC | 0.41% | Reduce -20.8% | 23,069,377 | $1.6B |
| Royal Bank of Canada | 0.28% | Reduce -12.7% | 22,027,238 | $1.5B |
| JPMorgan Chase & Co. | 0.07% | Add +3.8% | 16,820,236 | $1.1B |
| Mariner, LLC | 1.27% | Add +7.1% | 16,112,547 | $1.1B |
| PNC Financial Services Group, Inc. | 0.62% | Add +1.7% | 15,872,639 | $1.1B |
| First Command Advisory Services, Inc. | 7.19% | Add +0.8% | 15,798,650 | $1.1B |
| Acorns Advisers, LLC | 6.94% | Add +1.3% | 13,833,265 | $934.2M |
| Regions Financial Corp. | 4.45% | Add +1.8% | 10,146,012 | $685.2M |
| Truist Financial Corp. | 0.91% | Add +7.4% | 9,954,225 | $672.2M |
| Keybank National Association | 2.26% | Add +1.0% | 9,151,043 | $618.0M |
| Ameriprise Financial Inc. | 0.14% | Reduce -2.3% | 8,695,131 | $587.3M |
| Northwestern Mutual Investment Management Company, LLC | 8.77% | Reduce -23.5% | 8,565,258 | $578.4M |
| Millburn Ridgefield LLC | 12.03% | Add +6.3% | 8,281,613 | $559.3M |
| Catalyst Capital Advisors LLC | 10.42% | Add +6.3% | 8,281,613 | $559.3M |
| Jones Financial Companies LLLP | 0.26% | Add +21.1% | 8,269,770 | $548.8M |
| Financial Engines Advisors L.L.C. | 1.08% | Reduce -4.0% | 7,899,274 | $533.4M |
| &partners | 2.60% | Add +11.2% | 7,777,803 | $526.0M |
| HighTower Advisors, LLC | 0.55% | Reduce -1.9% | 7,735,222 | $522.4M |
| Wealthspire Advisors, LLC | 4.09% | Add +0.9% | 7,709,430 | $520.6M |
| Fifth Third Bancorp | 0.91% | Add +58.2% | 7,404,697 | $500.0M |
| Pathstone Holdings, LLC | 1.90% | Add +1.1% | 7,085,087 | $478.5M |
| Bank of Montreal | 0.19% | Add +1.3% | 6,683,607 | $451.3M |
| Starboard Value | 8.62% | Add +11.1% | 5,830,656 | $393.7M |
| Bridges Investment Management Inc. | 5.29% | Reduce -3.9% | 5,782,188 | $390.5M |
| Municipal Employees' Retirement System of Michigan | 4.37% | Add +24.1% | 5,705,045 | $385.3M |
| Cerity Partners LLC | 0.54% | Add +11.1% | 5,668,264 | $382.8M |
| MAI Capital Management | 2.10% | Add +1.0% | 5,482,046 | $370.2M |
| Alesco Advisors, LLC, An ESL Co | 9.29% | Add +0.3% | 5,389,687 | $364.0M |
| US Bancorp \de | 0.42% | Reduce -0.2% | 5,076,431 | $342.8M |
| Corient Private Wealth LP | 0.47% | Add +1.0% | 4,920,135 | $329.2M |
| Commonwealth Equity Services, LLC | 0.46% | Reduce -6.1% | 4,857,647 | $328.0M |
| Creative Planning | 0.22% | Add +1.6% | 4,838,549 | $326.7M |
| Circle Wealth Management, LLC | 4.42% | Reduce -0.6% | 4,587,095 | $309.8M |
| Davis R M Inc. | 4.39% | Add +2.5% | 3,660,276 | $247.2M |
| Baird Financial Group, Inc. | 0.37% | Add +2.1% | 3,539,416 | $239.0M |
| Cetera Investment Advisers | 0.25% | Reduce -2.7% | 3,532,959 | $238.6M |
| Franklin Resources Inc. | 0.05% | Reduce -1.0% | 3,139,545 | $212.0M |
| Osaic Holdings, Inc. | 0.31% | Add +9.0% | 3,119,270 | $210.6M |
| Rockefeller Capital Management L.P. | 0.37% | Add +7.8% | 3,114,696 | $210.3M |
| Valeo Financial Advisors, LLC | 5.01% | Reduce -4.0% | 3,212,980 | $209.6M |
| Citizens Financial Group Inc. | 2.87% | Add +0.8% | 3,056,960 | $206.4M |
| Steward Partners Investment Advisory, LLC | 1.05% | Reduce -0.9% | 3,052,163 | $206.1M |
| MML Investors Services, LLC | 0.54% | Reduce -12.5% | 2,896,473 | $195.6M |
| First Financial Bankshares Inc | 3.91% | Reduce -1.9% | 2,865,249 | $193.5M |
| Bleakley Financial Group, LLC | 2.70% | Add +38.3% | 2,560,144 | $172.9M |
| BLB&B Advisors, LLC | 7.13% | Add +2.6% | 2,556,602 | $172.6M |
| Stifel Financial Corp. | 0.16% | Add +1.7% | 2,520,964 | $170.2M |
| Haverford Trust Co | 1.54% | Reduce -4.0% | 2,482,054 | $167.6M |
| Focus Partners Wealth | 0.19% | Add +2.3% | 2,471,080 | $166.9M |
| Alaska Permanent Capital Management, LLC | 11.20% | Add +6.7% | 2,368,505 | $159.8M |
| Sand Hill Global Advisors, LLC | 5.34% | Add +2.9% | 2,349,194 | $158.6M |
| Atlantic Union Bankshares Corp | 3.04% | Reduce -4.3% | 2,342,248 | $158.2M |
| Captrust Financial Advisors | 0.27% | Reduce -2.2% | 2,276,302 | $153.7M |
| Cresset Asset Management, LLC | 0.63% | Add +2.5% | 2,162,743 | $146.1M |
| BNP Paribas Financial Markets | 0.10% | Add +741.7% | 2,161,045 | $145.9M |
| Members Trust Co | 4.79% | Reduce -1.4% | 2,134,458 | $144.1M |
| Mesirow Financial Investment Management, Inc. | 2.26% | Add +251.3% | 2,063,935 | $139.4M |
| SWF LLC | 11.93% | Add +8.4% | 2,026,021 | $136.8M |
| Cahaba Wealth Management, Inc. | 9.26% | Add +3.2% | 2,020,659 | $136.5M |
| Sigma Investment Counselors Inc. | 6.99% | Reduce -3.8% | 1,958,083 | $132.2M |
| Mercer Global Advisors Inc. | 0.19% | Reduce -14.8% | 1,939,554 | $131.0M |
| Wealth Enhancement Advisory Services, LLC | 0.29% | Reduce -21.0% | 2,014,496 | $130.0M |
| Farmers & Merchants Investments Inc. | 3.51% | Add +2.9% | 1,885,265 | $127.3M |
| Hamilton Capital, LLC | 6.49% | Add +2.1% | 1,854,431 | $125.2M |
| Whittier Trust Co. | 1.41% | Add +0.1% | 1,821,978 | $124.7M |
| Badgley Phelps Wealth Managers, LLC | 2.42% | Add +0.6% | 1,797,937 | $121.4M |
| Fiduciary Trust Co | 1.41% | Reduce -1.9% | 1,770,894 | $119.6M |
| UMB Bank, n.a. | 1.67% | Reduce -3.0% | 1,765,898 | $119.3M |
| Moneta Group Investment Advisors LLC | 0.88% | Add +0.1% | 1,725,321 | $116.5M |
| Acropolis Investment Management, LLC | 5.13% | Reduce -0.3% | 1,720,404 | $116.2M |
| Bokf, NA | 1.74% | Add +0.3% | 1,682,638 | $113.6M |
| Bessemer Group Inc. | 0.18% | Add +2.2% | 1,671,479 | $112.9M |
| AlTi Global, Inc. | 2.38% | Add +1.3% | 1,621,396 | $109.5M |
| Lutz Financial Services LLC | 7.25% | Add +1.3% | 1,598,474 | $107.9M |
| Flputnam Investment Management Co. | 1.58% | Reduce -1.9% | 1,571,330 | $106.1M |
| Greenleaf Trust | 1.04% | Reduce -4.8% | 1,565,305 | $105.7M |
| Klingman & Associates, LLC | 5.09% | Add +2.9% | 1,556,145 | $105.1M |
| First Interstate Bank | 5.88% | Add +2.1% | 1,548,799 | $104.6M |
| Dynasty Wealth Management, LLC | 0.87% | Add +401.4% | 1,470,494 | $99.3M |
| Avidian Wealth Enterprises, LLC | 3.13% | Add +36.6% | 1,460,891 | $98.7M |
| Ally Invest Advisors Inc. | 6.64% | Add +3.0% | 1,460,194 | $98.6M |
| Sage Financial Group Inc. | 6.39% | Add +3.0% | 1,454,616 | $98.2M |
| HORAN Wealth, LLC | 9.33% | Add +100.4% | 1,470,176 | $98.2M |
| Connecticut Wealth Management, LLC | 4.08% | Reduce -21.6% | 1,442,514 | $97.4M |
| Beacon Pointe Advisors, LLC | 0.52% | Add +183.6% | 1,438,214 | $97.1M |
| Cambridge Investment Research Advisors, Inc. | 0.25% | Add +24.2% | 1,424,309 | $96.2M |
| Accredited Investors Inc. | 5.15% | Add +0.1% | 1,413,879 | $95.5M |
| Lee Financial Co | 13.34% | Add +0.3% | 1,399,885 | $94.5M |
"% 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.