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iShares Core S&P Mid-Cap ETF (IJH) Institutional Ownership

iShares Core S&P Mid-Cap ETF logo
$63.79 +0.37 (+0.58%)
As of 07/3/2025 05:00 PM Eastern

Institutional Ownership Changes (13F Filings) for iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)

Current
Institutional Ownership
Percentage
14.60%
Number of
Institutional Buyers
(last 12 months)
1789
Total
Institutional Inflows
(last 12 months)
$15.48B
Number of
Institutional Sellers
(last 12 months)
1258
Total
Institutional Outflows
(last 12 months)
$4.49B
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IJH Institutional Buying and Selling by Quarter

iShares Core S&P Mid-Cap ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/3/2025 First Hawaiian Bank179,914$11.16M1.5%-7.6%0.012%
7/3/2025 Trinity Financial Advisors LLC35,323$2.19M0.7%-35.6%0.002%
7/3/2025 Whitcomb & Hess Inc.298,923$18.54M5.2%+1.7%0.020%
7/3/2025 McLean Asset Management Corp8,804$558K0.1%+107.3%0.001%
7/3/2025 Fiduciary Financial Group LLC3,580$225K0.0%N/A0.000%
7/2/2025 InvesTrust87,693$5.44M2.1%-3.9%0.006%
7/2/2025 Dentgroup LLC173,215$10.74M7.5%+8.4%0.011%
7/2/2025 Howard Financial Services LTD.8,933$554K0.1%-81.2%0.001%
7/2/2025 LVM Capital Management Ltd. MI16,257$1.01M0.1%-4.3%0.001%
7/1/2025 Harbor Investment Advisory LLC65,976$4.09M0.3%+5.9%0.004%
7/1/2025 First National Bank Sioux Falls12,259$760K0.3%+6.0%0.001%
7/1/2025 Burkett Financial Services LLC252,992$15.69M5.6%+6.1%0.017%
7/1/2025 Kera Capital Partners Inc.64,640$4.01M0.8%+245.6%0.004%
7/1/2025 Private Client Services LLC6,444$400K0.2%+36.2%0.000%
6/18/2025Voya Investment Management LLC1,775,949$103.63M0.1%+67.2%0.116%
6/16/2025Maple Capital Management Inc.33,219$1.94M0.1%-16.8%0.002%
6/16/2025Lynx Investment Advisory116,702$6.81M4.5%-3.5%0.008%
6/10/2025Compass Financial Services Inc996$58K0.0%N/A0.000%
6/10/2025Birchbrook Inc.95,243$5.56M3.1%+21.8%0.006%
6/4/2025 First Hawaiian Bank194,779$11.37M0.6%-72.9%0.013%
6/3/2025Invst LLC9,404$549K0.1%-96.7%0.001%
6/2/2025Cim Investment Management Inc.580,661$35.03M8.0%+100.8%0.038%
6/2/2025Modern Wealth Management LLC15,658$914K0.0%+26.8%0.001%
5/28/2025Jones Financial Companies Lllp4,525,078$263.59M0.2%+25.8%0.296%
5/28/2025Silicon Valley Capital Partners4,478$261K0.0%-11.5%0.000%
5/28/2025Intrua Financial LLC59,530$3.47M0.5%+62.4%0.004%
5/27/2025Jacobi Capital Management LLC83,854$4.89M0.4%-7.0%0.005%
5/27/2025Advisors Capital Management LLC178,998$10.45M0.2%-22.4%0.012%
5/27/2025SWS Partners203,849$11.90M3.7%-0.1%0.013%
5/22/2025Rollins Financial Advisors LLC8,016$468K0.1%-8.6%0.001%
5/21/2025MBL Wealth LLC773,320$45.12M4.6%+2.3%0.051%
5/21/2025McAdam LLC3,941$230K0.0%N/A0.000%
5/21/2025Geneos Wealth Management Inc.41,270$2.41M0.1%-29.4%0.003%
5/21/2025CBM Financial LLC244,315$14.94M12.3%N/A0.016%
5/20/2025Acorns Advisers LLC11,183,633$652.57M6.3%+4.3%0.736%
5/20/2025Fortis Capital Advisors LLC33,971$1.98M0.4%+278.8%0.002%
5/20/2025Belpointe Asset Management LLC111,938$6.53M0.3%+2.2%0.007%
5/20/2025Focus Partners Wealth1,710,588$99.81M0.3%+10.1%0.113%
5/20/2025Flaharty Asset Management LLC4,247$248K0.0%+7.2%0.000%
5/20/2025Nepc LLC74,989$4.38M0.1%+0.8%0.005%
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5/20/2025Integrity Alliance LLC.26,993$1.58M0.1%+80.0%0.002%
5/20/2025Glenview Trust co353,010$20.60M0.4%+1.2%0.023%
5/20/2025Aspen Investment Management Inc5,475$319K0.1%+22.5%0.000%
5/19/2025SageView Advisory Group LLC198,611$11.59M0.5%+39.3%0.013%
5/19/2025Advisory Alpha LLC134,434$7.84M0.3%+5.0%0.009%
5/19/2025 Trinity Financial Advisors LLC54,850$3.05M1.1%-2.5%0.004%
5/19/2025SCS Capital Management LLC816,408$47.64M0.6%+24,639.6%0.054%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC122,394$7.14M0.0%N/A0.008%
5/16/2025Prostatis Group LLC3,511$205K0.1%-68.9%0.000%
5/16/2025American Trust764,679$44.62M11.0%+2.3%0.050%
5/16/2025McIlrath & Eck LLC7,820$456K0.1%-6.9%0.001%
5/16/2025AAF Wealth Management LLC200,039$11.67M6.3%-31.1%0.013%
5/16/2025Ascent Group LLC23,072$1.35M0.1%+21.0%0.002%
5/16/2025Arete Wealth Advisors LLC24,722$1.44M0.1%-75.1%0.002%
5/16/2025Signature Estate & Investment Advisors LLC14,921$871K0.0%-8.4%0.001%
5/16/2025Hamilton Capital LLC1,732,602$101.10M6.1%+13,300.9%0.114%
5/16/2025Ashton Thomas Private Wealth LLC457,822$26.71M1.0%+1.8%0.030%
5/16/2025Goldman Sachs Group Inc.17,981,529$1.05B0.2%+3.3%1.176%
5/16/2025Jones Financial Companies Lllp2,627,162$153.12M0.1%-27.0%0.173%
5/16/2025CKW Financial Group850,083$49.87M6.2%+4.2%0.056%
5/16/2025Legacy Wealth Managment LLC ID6,152$359K0.3%N/A0.000%
5/16/2025Financial Strategies Group Inc.55,761$3.07M0.7%+8.4%0.004%
5/16/2025Coordinated Financial Services Inc. CO22,115$1.29M1.0%N/A0.001%
5/16/2025Temasek Holdings Private Ltd1,472,640$85.93M0.3%N/A0.097%
5/16/2025Talon Private Wealth LLC13,301$776K0.1%-16.1%0.001%
5/16/2025Sheridan Capital Management LLC6,400$373K0.3%+68.4%0.000%
5/16/2025Richwood Investment Advisors LLC132,935$7.76M6.6%+3.6%0.009%
5/16/2025Rise Advisors LLC6,816$398K0.2%-24.7%0.000%
5/16/2025Pacific Center for Financial Services230,180$13.43M3.6%-1.3%0.015%
5/16/2025Plancorp LLC11,124$649K0.0%-4.3%0.001%
5/16/2025Nepc LLC74,989$4.38M0.1%+0.8%0.005%
5/16/2025New England Asset Management Inc.115,555$6.74M1.1%+26.8%0.008%
5/16/2025National Wealth Management Group LLC35,797$2.09M1.4%+8.1%0.002%
5/16/2025NewEdge Advisors LLC417,503$24.36M0.1%-4.4%0.027%
5/16/2025Integrated Wealth Concepts LLC572,380$33.40M0.4%-45.0%0.038%
5/16/2025Hancock Whitney Corp685,682$40.01M1.3%+20.6%0.045%
5/16/2025Edmond DE Rothschild Holding S.A.6,861$400K0.0%-35.0%0.000%
5/16/2025Eight 31 Financial LLC10,036$586K0.4%+17.2%0.001%
5/16/2025Clark Capital Management Group Inc.9,867$576K0.0%-9.0%0.001%
5/16/2025Curi RMB Capital LLC226,129$13.20M0.3%-32.8%0.015%
5/16/2025Alliancebernstein L.P.1,082,154$63.14M0.0%+4.6%0.071%
5/16/2025Banque Transatlantique SA644$35K0.0%N/A0.000%
5/16/2025AQR Capital Management LLC60,150$3.51M0.0%+91.4%0.004%
5/16/2025AlTi Global Inc.6,249,246$364.64M9.6%-5.9%0.411%
5/16/2025Alexis Investment Partners LLC24,665$1.44M0.7%-5.9%0.002%
5/16/2025Ancora Advisors LLC216,185$12.61M0.3%-1.6%0.014%
5/16/2025Aprio Wealth Management LLC70,909$4.14M0.5%-1.9%0.005%
5/16/20251 North Wealth Services LLC173,875$10.15M4.7%+13.2%0.011%
5/15/2025Family Office Research LLC5,443$318K0.2%+6.8%0.000%
5/15/2025Federation des caisses Desjardins du Quebec33,441$1.95M0.0%+166.4%0.002%
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5/15/2025EP Wealth Advisors LLC309,728$18.07M0.1%-1.1%0.020%
5/15/2025LGL Partners LLC401,718$23.44M11.3%+1.0%0.026%
5/15/2025GW Henssler & Associates Ltd.43,266$2.53M0.1%-11.7%0.003%
5/15/2025Capital Investment Counsel LLC197,821$11.54M1.9%-1.6%0.013%
5/15/2025Core Wealth Advisors Inc.241,974$14.12M4.5%-4.0%0.016%
5/15/2025Focus Partners Advisor Solutions LLC78,604$4.59M0.1%+11.4%0.005%
5/15/2025First Financial Bankshares Inc2,676,577$156.18M3.4%+1.5%0.176%
5/15/2025Flputnam Investment Management Co.2,596,666$151.52M2.8%-1.4%0.171%
5/15/2025Royal Bank of Canada23,049,016$1.34B0.3%-10.4%1.516%
5/15/2025Betterment LLC46,612$2.72M0.0%+2.9%0.003%
(Data available from 1/1/2016 forward)

IJH Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IJH shares?

During the previous two years, 2,685 institutional investors and hedge funds held shares of iShares Core S&P Mid-Cap ETF. The most heavily invested institutionals were Northwestern Mutual Wealth Management Co. ($6.66B), Bank of America Corp DE ($4.22B), Bank of New York Mellon Corp ($3.47B), Wells Fargo & Company MN ($3.19B), FMR LLC ($2.85B), Raymond James Financial Inc. ($2.19B), and Envestnet Asset Management Inc. ($1.99B).Learn more on iShares Core S&P Mid-Cap ETF's institutional investors.

What percentage of iShares Core S&P Mid-Cap ETF's stock is owned by institutional investors?

14.60% of iShares Core S&P Mid-Cap ETF's stock is owned by institutional investors. Learn more on IJH's institutional investor holdings.

Which institutional investors have been buying iShares Core S&P Mid-Cap ETF's stock?

Of the 2,490 institutional investors that purchased iShares Core S&P Mid-Cap ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank of New York Mellon Corp ($50.31M), JPMorgan Chase & Co. ($41.53M), Raymond James Financial Inc. ($37.60M), Raymond James & Associates ($24.93M), Envestnet Asset Management Inc. ($20.74M), First Command Advisory Services Inc. ($15.00M), and Wealthspire Advisors LLC ($13.86M).

How much institutional buying is happening at iShares Core S&P Mid-Cap ETF?

Institutional investors have bought a total of 255,348,793 shares in the last 24 months. This purchase volume represents approximately $15.48B in transactions.

Which of iShares Core S&P Mid-Cap ETF's major shareholders have been selling company stock?

Of the 1,258 institutional investors that sold iShares Core S&P Mid-Cap ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LPL Financial LLC ($17.46M), JPMorgan Chase & Co. ($10.20M), Royal Bank of Canada ($2.68M), Balyasny Asset Management L.P. ($2.60M), International Assets Investment Management LLC ($1.71M), Mercer Global Advisors Inc. ADV ($1.56M), and TD Asset Management Inc ($1.20M).

How much institutional selling is happening at iShares Core S&P Mid-Cap ETF?

Institutional investors have sold a total of 75,382,068 shares in the last 24 months. This volume of shares sold represents approximately $4.49B in transactions.



This page (NYSEARCA:IJH) was last updated on 7/5/2025 by MarketBeat.com Staff
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