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-Q2 13F filings (latest filed 2026-09-22). 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: 1173 added or opened and 192 trimmed or exited — on balance accumulating.
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 5.5% of its own reported 13F book, while the median holder sizes it at 1.4% of theirs — a 4.1pp 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 2026-Q1 and 2026-Q2, across 2649 tracked filers holding IJH, 1254 increased or opened the position and 1199 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 63
- Orgel Wealth Management, LLC$119M
- Bluespring Wealth Management, LLC$66M
- CAPE COD FIVE CENTS SAVINGS BANK$55M
- Global Retirement Partners, LLC$52M
- Diversify Advisory Services, LLC$42M
- NewEdge Advisors, LLC$37M
Full exits 116
- Acorns Advisers, LLC$934M
- HighTower Advisors, LLC$522M
- Municipal Employees' Retirement System of Michigan$385M
- BESSEMER GROUP INC$113M
- Cambridge Investment Research Advisors, Inc.$96M
- CKW FINANCIAL GROUP$62M
Largest adds
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.5B
- WELLS FARGO & COMPANY/MN$782M
- Bank of New York Mellon Corp$699M
- MORGAN STANLEY$682M
- BANK OF AMERICA CORP /DE/$654M
- FMR LLC$652M
Largest trims
- BNP PARIBAS FINANCIAL MARKETS$145M
- Steward Partners Investment Advisory, LLC$99M
- Mesirow Financial Investment Management, Inc.$44M
- HORAN Wealth, LLC$38M
- Independent Advisor Alliance$38M
- PRINCIPAL FINANCIAL GROUP INC$32M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 132,841,270 | $10.2B | 13.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 67,302,599 | $5.2B | 6.6% | 2026-Q2 |
| Bank of New York Mellon Corp added | 60,496,272 | $4.7B | 5.9% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 57,005,004 | $4.4B | 5.6% | 2026-Q2 |
| FMR LLC added | 54,843,180 | $4.2B | 5.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 43,362,888 | $3.3B | 4.2% | 2026-Q2 |
| MORGAN STANLEY added | 41,144,289 | $3.2B | 4.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 39,064,190 | $3.0B | 3.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 37,195,080 | $2.9B | 3.6% | 2026-Q2 |
| BlackRock, Inc. added | 29,075,313 | $2.2B | 2.8% | 2026-Q2 |
| UBS Group AG added | 25,918,017 | $2.0B | 2.5% | 2026-Q2 |
| NORTHERN TRUST CORP added | 24,548,419 | $1.9B | 2.4% | 2026-Q2 |
| LPL Financial LLC trimmed | 22,963,213 | $1.8B | 2.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 22,450,924 | $1.7B | 2.2% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 17,929,010 | $1.4B | 1.7% | 2026-Q2 |
| Mariner, LLC added | 16,401,450 | $1.3B | 1.6% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 16,281,926 | $1.3B | 1.6% | 2026-Q2 |
| First Command Advisory Services, Inc. added | 16,051,579 | $1.2B | 1.6% | 2026-Q2 |
| KEYBANK NATIONAL ASSOCIATION/OH added | 11,644,753 | $898M | 1.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 10,617,300 | $819M | 1.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 9,268,731 | $708M | 0.9% | 2026-Q2 |
| Starboard Value LP added | 8,877,781 | $685M | 0.9% | 2026-Q2 |
| Millburn Ridgefield LLC /DE/ added | 8,745,534 | $674M | 0.9% | 2026-Q2 |
| Catalyst Capital Advisors LLC added | 8,745,534 | $674M | 0.9% | 2026-Q2 |
| REGIONS FINANCIAL CORP trimmed | 8,637,959 | $666M | 0.8% | 2026-Q2 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC trimmed | 8,517,640 | $657M | 0.8% | 2026-Q2 |
| &PARTNERS added | 8,336,989 | $643M | 0.8% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 8,222,284 | $634M | 0.8% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 8,149,878 | $628M | 0.8% | 2026-Q2 |
| Wealthspire Advisors, LLC added | 7,961,778 | $614M | 0.8% | 2026-Q2 |
| Financial Engines Advisors L.L.C. trimmed | 7,764,939 | $599M | 0.8% | 2026-Q2 |
| Pathstone Holdings, LLC trimmed | 7,069,013 | $545M | 0.7% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 6,634,431 | $512M | 0.6% | 2026-Q2 |
| Corient Private Wealth LP added | 6,158,243 | $475M | 0.6% | 2026-Q2 |
| Cerity Partners LLC added | 6,009,259 | $463M | 0.6% | 2026-Q2 |
| BRIDGES INVESTMENT MANAGEMENT INC added | 5,830,885 | $450M | 0.6% | 2026-Q2 |
| MAI Capital Management added | 5,616,598 | $433M | 0.6% | 2026-Q2 |
| Alesco Advisors, LLC, An ESL Co trimmed | 5,379,027 | $415M | 0.5% | 2026-Q2 |
| US BANCORP \DE\ added | 5,165,944 | $398M | 0.5% | 2026-Q2 |
| Creative Planning added | 4,887,959 | $377M | 0.5% | 2026-Q2 |
| Circle Wealth Management, LLC added | 4,587,104 | $354M | 0.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 4,313,184 | $333M | 0.4% | 2026-Q2 |
| DAVIS R M INC added | 3,721,050 | $287M | 0.4% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 3,700,591 | $285M | 0.4% | 2026-Q2 |
| Cetera Investment Advisers added | 3,615,909 | $279M | 0.4% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 3,518,181 | $271M | 0.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 3,444,235 | $266M | 0.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 3,440,498 | $265M | 0.3% | 2026-Q2 |
| Valeo Financial Advisors, LLC trimmed | 3,198,871 | $236M | 0.3% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 3,123,146 | $241M | 0.3% | 2026-Q2 |
| CITIZENS FINANCIAL GROUP INC/RI added | 3,076,331 | $237M | 0.3% | 2026-Q2 |
| First Financial Bankshares Inc added | 2,927,410 | $226M | 0.3% | 2026-Q2 |
| Bleakley Financial Group, LLC added | 2,762,927 | $213M | 0.3% | 2026-Q2 |
| BLB&B Advisors, LLC added | 2,650,863 | $204M | 0.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 2,500,263 | $193M | 0.2% | 2026-Q2 |
| Haverford Trust Co added | 2,487,429 | $192M | 0.2% | 2026-Q2 |
| Focus Partners Wealth trimmed | 2,454,535 | $189M | 0.2% | 2026-Q2 |
| Alaska Permanent Capital Management, LLC trimmed | 2,361,487 | $182M | 0.2% | 2026-Q2 |
| Atlantic Union Bankshares Corp trimmed | 2,339,052 | $180M | 0.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 2,284,920 | $176M | 0.2% | 2026-Q2 |
| Cresset Asset Management, LLC added | 2,191,683 | $169M | 0.2% | 2026-Q2 |
| Members Trust Co trimmed | 2,125,113 | $164M | 0.2% | 2026-Q2 |
| CAHABA WEALTH MANAGEMENT, INC. added | 2,064,728 | $159M | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 2,044,400 | $146M | 0.2% | 2026-Q2 |
| SWF LLC added | 2,035,088 | $157M | 0.2% | 2026-Q2 |
| FARMERS & MERCHANTS INVESTMENTS INC added | 1,938,937 | $150M | 0.2% | 2026-Q2 |
| WHITTIER TRUST CO added | 1,898,589 | $145M | 0.2% | 2026-Q2 |
| SIGMA INVESTMENT COUNSELORS INC trimmed | 1,897,411 | $146M | 0.2% | 2026-Q2 |
| Hamilton Capital, LLC trimmed | 1,840,675 | $142M | 0.2% | 2026-Q2 |
| Badgley Phelps Wealth Managers, LLC added | 1,821,548 | $140M | 0.2% | 2026-Q2 |
| Sand Hill Global Advisors, LLC trimmed | 1,811,344 | $140M | 0.2% | 2026-Q2 |
| BROWN BROTHERS HARRIMAN & CO added | 1,775,176 | $137M | 0.2% | 2026-Q2 |
| MONETA GROUP INVESTMENT ADVISORS LLC added | 1,758,601 | $136M | 0.2% | 2026-Q2 |
| Fiduciary Trust Co trimmed | 1,725,716 | $133M | 0.2% | 2026-Q2 |
| Acropolis Investment Management, LLC trimmed | 1,716,952 | $116M | 0.1% | 2026-Q2 |
| UMB Bank, n.a. trimmed | 1,710,991 | $132M | 0.2% | 2026-Q2 |
| BOKF, NA added | 1,687,739 | $130M | 0.2% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 1,672,609 | $129M | 0.2% | 2026-Q2 |
| Lutz Financial Services LLC added | 1,615,391 | $125M | 0.2% | 2026-Q2 |
| Klingman & Associates, LLC added | 1,604,169 | $124M | 0.2% | 2026-Q2 |
| AlTi Global, Inc. trimmed | 1,592,514 | $123M | 0.2% | 2026-Q2 |
| First Interstate Bank added | 1,563,909 | $121M | 0.2% | 2026-Q2 |
| Orgel Wealth Management, LLC added | 1,548,629 | $119M | 0.2% | 2026-Q2 |
| Destination Wealth Management added | 1,548,248 | $119M | 0.2% | 2026-Q2 |
| FLPUTNAM INVESTMENT MANAGEMENT CO trimmed | 1,532,850 | $118M | 0.2% | 2026-Q2 |
| Avidian Wealth Enterprises, LLC added | 1,510,126 | $116M | 0.1% | 2026-Q2 |
| SAGE FINANCIAL GROUP INC added | 1,488,196 | $115M | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 1,486,092 | $115M | 0.1% | 2026-Q2 |
| GREENLEAF TRUST trimmed | 1,484,086 | $114M | 0.1% | 2026-Q2 |
| Dynasty Wealth Management, LLC added | 1,479,137 | $114M | 0.1% | 2026-Q2 |
| Ally Invest Advisors Inc. added | 1,467,792 | $113M | 0.1% | 2026-Q2 |
| FIL Ltd added | 1,462,118 | $113M | 0.1% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 1,396,856 | $108M | 0.1% | 2026-Q2 |
| Accredited Investors Inc. trimmed | 1,394,914 | $108M | 0.1% | 2026-Q2 |
| STATE STREET CORP added | 1,394,337 | $108M | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 1,385,892 | $107M | 0.1% | 2026-Q2 |
| Lee Financial Co trimmed | 1,336,250 | $103M | 0.1% | 2026-Q2 |
| NISA INVESTMENT ADVISORS, LLC added | 1,324,394 | $102M | 0.1% | 2026-Q2 |
| Connecticut Wealth Management, LLC trimmed | 1,317,455 | $102M | 0.1% | 2026-Q2 |
| PLANNING ALTERNATIVES LTD /ADV added | 1,307,580 | $101M | 0.1% | 2026-Q2 |
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.