Who owns iShares Core S&P Mid-Cap ETF (IJH)
Which tracked institutional funds hold IJH, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IJH company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on IJH is one-sided between 2026-Q1 and 2026-Q2: 11 added or opened and 1886 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
IJH’s largest tracked holder by dollar value, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, sizes it at 5.4% of its own reported 13F book, while the median holder sizes it at 1.5% of theirs — a 3.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IJH divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 2621 tracked filers holding IJH, 1223 increased or opened the position and 1183 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in IJH between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 4
- TWO SIGMA INVESTMENTS, LP$20M
- TUDOR INVESTMENT CORP ET AL$4M
- MARSHALL WACE, LLP$4M
- MILLENNIUM MANAGEMENT LLC$2M
Full exits 1886
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$8.7B
- BANK OF AMERICA CORP /DE/$4.5B
- Bank of New York Mellon Corp$4.0B
- WELLS FARGO & COMPANY/MN$3.6B
- GOLDMAN SACHS GROUP INC$2.7B
- MORGAN STANLEY$2.5B
Largest adds
- FMR LLC$652M
- BlackRock, Inc.$585M
- Starboard Value LP$291M
- AQR CAPITAL MANAGEMENT LLC$16M
- STATE STREET CORP$14M
- Invesco Ltd.$607K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 128,823,592 | $8.7B | 12.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 67,162,982 | $4.5B | 6.5% | 2026-Q1 |
| FMR LLC added | 54,843,180 | $4.2B | 6.1% | 2026-Q2 |
| Bank of New York Mellon Corp added | 58,734,173 | $4.0B | 5.7% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 53,508,393 | $3.6B | 5.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 40,473,497 | $2.7B | 3.9% | 2026-Q1 |
| MORGAN STANLEY trimmed | 36,882,226 | $2.5B | 3.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 36,437,011 | $2.5B | 3.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 36,038,875 | $2.4B | 3.5% | 2026-Q1 |
| BlackRock, Inc. added | 29,075,313 | $2.2B | 3.2% | 2026-Q2 |
| UBS Group AG added | 24,237,029 | $1.6B | 2.4% | 2026-Q1 |
| NORTHERN TRUST CORP added | 23,838,148 | $1.6B | 2.3% | 2026-Q1 |
| LPL Financial LLC trimmed | 23,069,377 | $1.6B | 2.2% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 22,027,238 | $1.5B | 2.1% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 16,820,236 | $1.1B | 1.6% | 2026-Q1 |
| Mariner, LLC added | 16,112,547 | $1.1B | 1.6% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 15,872,639 | $1.1B | 1.5% | 2026-Q1 |
| First Command Advisory Services, Inc. added | 15,798,650 | $1.1B | 1.5% | 2026-Q1 |
| Acorns Advisers, LLC added | 13,833,265 | $934M | 1.3% | 2026-Q1 |
| REGIONS FINANCIAL CORP added | 10,146,012 | $685M | 1.0% | 2026-Q1 |
| Starboard Value LP added | 8,877,781 | $685M | 1.0% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 9,954,225 | $672M | 1.0% | 2026-Q1 |
| KEYBANK NATIONAL ASSOCIATION/OH added | 9,151,043 | $618M | 0.9% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 8,695,131 | $587M | 0.8% | 2026-Q1 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC trimmed | 8,565,258 | $578M | 0.8% | 2026-Q1 |
| Catalyst Capital Advisors LLC added | 8,281,613 | $559M | 0.8% | 2026-Q1 |
| Millburn Ridgefield LLC /DE/ added | 8,281,613 | $559M | 0.8% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 8,269,770 | $549M | 0.8% | 2026-Q1 |
| Financial Engines Advisors L.L.C. trimmed | 7,899,274 | $533M | 0.8% | 2026-Q1 |
| &PARTNERS added | 7,777,803 | $526M | 0.8% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 7,735,222 | $522M | 0.8% | 2026-Q1 |
| Wealthspire Advisors, LLC added | 7,709,430 | $521M | 0.7% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 7,404,697 | $500M | 0.7% | 2026-Q1 |
| Pathstone Holdings, LLC added | 7,085,087 | $478M | 0.7% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 6,683,607 | $451M | 0.6% | 2026-Q1 |
| BRIDGES INVESTMENT MANAGEMENT INC trimmed | 5,782,188 | $390M | 0.6% | 2026-Q1 |
| Municipal Employees' Retirement System of Michigan added | 5,705,045 | $385M | 0.6% | 2026-Q1 |
| Cerity Partners LLC added | 5,668,264 | $383M | 0.6% | 2026-Q1 |
| MAI Capital Management added | 5,482,046 | $370M | 0.5% | 2026-Q1 |
| Alesco Advisors, LLC, An ESL Co added | 5,389,687 | $364M | 0.5% | 2026-Q1 |
| US BANCORP \DE\ trimmed | 5,076,431 | $343M | 0.5% | 2026-Q1 |
| Corient Private Wealth LLC added | 4,920,135 | $329M | 0.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 4,857,647 | $328M | 0.5% | 2026-Q1 |
| Creative Planning added | 4,838,549 | $327M | 0.5% | 2026-Q1 |
| Circle Wealth Management, LLC trimmed | 4,587,095 | $310M | 0.4% | 2026-Q1 |
| DAVIS R M INC added | 3,660,276 | $247M | 0.4% | 2026-Q1 |
| Baird Financial Group, Inc. added | 3,539,416 | $239M | 0.3% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 3,532,959 | $239M | 0.3% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 3,139,545 | $212M | 0.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 3,119,270 | $211M | 0.3% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 3,114,696 | $210M | 0.3% | 2026-Q1 |
| Valeo Financial Advisors, LLC trimmed | 3,212,980 | $210M | 0.3% | 2026-Q1 |
| CITIZENS FINANCIAL GROUP INC/RI added | 3,056,960 | $206M | 0.3% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 3,052,163 | $206M | 0.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 2,896,473 | $196M | 0.3% | 2026-Q1 |
| First Financial Bankshares Inc trimmed | 2,865,249 | $193M | 0.3% | 2026-Q1 |
| Bleakley Financial Group, LLC added | 2,560,144 | $173M | 0.2% | 2026-Q1 |
| BLB&B Advisors, LLC added | 2,556,602 | $173M | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 2,520,964 | $170M | 0.2% | 2026-Q1 |
| Haverford Trust Co trimmed | 2,482,054 | $168M | 0.2% | 2026-Q1 |
| Focus Partners Wealth added | 2,471,080 | $167M | 0.2% | 2026-Q1 |
| Alaska Permanent Capital Management, LLC added | 2,368,505 | $160M | 0.2% | 2026-Q1 |
| Sand Hill Global Advisors, LLC added | 2,349,194 | $159M | 0.2% | 2026-Q1 |
| Atlantic Union Bankshares Corp trimmed | 2,342,248 | $158M | 0.2% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 2,276,302 | $154M | 0.2% | 2026-Q1 |
| Cresset Asset Management, LLC added | 2,162,743 | $146M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 2,161,045 | $146M | 0.2% | 2026-Q1 |
| Members Trust Co trimmed | 2,134,458 | $144M | 0.2% | 2026-Q1 |
| Mesirow Financial Investment Management, Inc. added | 2,063,935 | $139M | 0.2% | 2026-Q1 |
| SWF LLC added | 2,026,021 | $137M | 0.2% | 2026-Q1 |
| CAHABA WEALTH MANAGEMENT, INC. added | 2,020,659 | $136M | 0.2% | 2026-Q1 |
| SIGMA INVESTMENT COUNSELORS INC trimmed | 1,958,083 | $132M | 0.2% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 1,939,554 | $131M | 0.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 2,014,496 | $130M | 0.2% | 2026-Q1 |
| FARMERS & MERCHANTS INVESTMENTS INC added | 1,885,265 | $127M | 0.2% | 2026-Q1 |
| Hamilton Capital, LLC added | 1,854,431 | $125M | 0.2% | 2026-Q1 |
| WHITTIER TRUST CO added | 1,821,978 | $125M | 0.2% | 2026-Q1 |
| Badgley Phelps Wealth Managers, LLC added | 1,797,937 | $121M | 0.2% | 2026-Q1 |
| Fiduciary Trust Co trimmed | 1,770,894 | $120M | 0.2% | 2026-Q1 |
| UMB Bank, n.a. trimmed | 1,765,898 | $119M | 0.2% | 2026-Q1 |
| MONETA GROUP INVESTMENT ADVISORS LLC added | 1,725,321 | $117M | 0.2% | 2026-Q1 |
| Acropolis Investment Management, LLC trimmed | 1,720,404 | $116M | 0.2% | 2026-Q1 |
| BOKF, NA added | 1,682,638 | $114M | 0.2% | 2026-Q1 |
| BESSEMER GROUP INC added | 1,671,479 | $113M | 0.2% | 2026-Q1 |
| AlTi Global, Inc. added | 1,621,396 | $109M | 0.2% | 2026-Q1 |
| Lutz Financial Services LLC added | 1,598,474 | $108M | 0.2% | 2026-Q1 |
| STATE STREET CORP added | 1,394,337 | $108M | 0.2% | 2026-Q2 |
| FLPUTNAM INVESTMENT MANAGEMENT CO trimmed | 1,571,330 | $106M | 0.2% | 2026-Q1 |
| GREENLEAF TRUST trimmed | 1,565,305 | $106M | 0.2% | 2026-Q1 |
| Klingman & Associates, LLC added | 1,556,145 | $105M | 0.2% | 2026-Q1 |
| First Interstate Bank added | 1,548,799 | $105M | 0.2% | 2026-Q1 |
| Dynasty Wealth Management, LLC added | 1,470,494 | $99M | 0.1% | 2026-Q1 |
| Avidian Wealth Enterprises, LLC added | 1,460,891 | $99M | 0.1% | 2026-Q1 |
| Ally Invest Advisors Inc. added | 1,460,194 | $99M | 0.1% | 2026-Q1 |
| SAGE FINANCIAL GROUP INC added | 1,454,616 | $98M | 0.1% | 2026-Q1 |
| HORAN Wealth, LLC added | 1,470,176 | $98M | 0.1% | 2026-Q1 |
| Connecticut Wealth Management, LLC trimmed | 1,442,514 | $97M | 0.1% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 1,438,214 | $97M | 0.1% | 2026-Q1 |
| COMERICA BANK trimmed | 2,775,837 | $183M | 0.3% | 2025-Q4 stale |
| Sandy Spring Bank added | 2,482,907 | $145M | 0.2% | 2025-Q1 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.