ISHARES CORE S&P MIDCAP ETF (IJH) Institutional Ownership Changes & 13F Activity

ISHARES CORE S&P MIDCAP ETF (IJH). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Envestnet Asset Management Inc, Provida Pension Fund Administrator, Mercer Global Advisors Inc, Corient Private Wealth Llc, and Integrated Wealth Concepts Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+1,156,205+3.2%37,195,080$2.87BQ2 2026Sep 23, 2026
Qrg Capital Management, Inc.Buy+14,987+40.5%52,002$4.01MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Sell-8,543-2.6%322,024$24.83MQ2 2026Sep 23, 2026
State Street CorpBuy+6,774+0.5%1,394,337$107.52MQ2 2026Sep 22, 2026
Silicon Valley Capital PartnersBuy+2+0.4%512$39.45KQ2 2026Sep 21, 2026
Security National Bank Of Sioux City IowaBuy+450—450$34.70KQ2 2026Sep 18, 2026
Anchor Investment Management, LlcSell-11,278-68.6%5,162$398.04KQ2 2026Sep 15, 2026
Reynders Mcveigh Capital Management, LlcSell-100-0.4%23,015$1.77KQ2 2026Sep 15, 2026
Talon Private Wealth, LlcSell-543-4.2%12,406$956.65KQ2 2026Sep 11, 2026
Smith Chas P & Associates Pa CpasSell-244-4.1%5,685$438.37KQ2 2026Sep 11, 2026
Integrated Wealth Concepts LlcBuy+80,785+15.5%603,088$46.50MQ2 2026Sep 09, 2026
Manufacturers Life Insurance Company, TheBuy+18,039+1.9%965,352$74.44MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustSell-819-2.0%39,353$3.03MQ2 2026Sep 04, 2026
Second Line Capital, LlcBuy+777+2.7%30,005$2.31MQ2 2026Sep 02, 2026
Provida Pension Fund AdministratorSell-282,925-100.0%0$0.00Q2 2026Aug 28, 2026
Cornerstone Financial Management LlcSell-382-7.0%5,104$393.57KQ2 2026Aug 28, 2026
Corient Private Wealth LlcBuy+194,123+3.9%5,114,258$394.36MQ2 2026Aug 27, 2026
Horan Wealth, LlcBuy+41,557+5.7%776,645$59.89MQ2 2026Aug 26, 2026
Wellington Grp LlcBuy+10,617—10,617$818.68KQ2 2026Aug 26, 2026
Financial Insights, Inc.Sell-175-1.2%14,398$1.11MQ2 2026Aug 25, 2026
Serenity Investment AdvisorsBuy+7,451—7,451$569.05KQ2 2026Aug 24, 2026
Bernard Wealth Management Corp.Sell-212-1.2%18,136$1.40MQ2 2026Aug 21, 2026
West Michigan Advisors, LlcBuy+61+1.3%4,774$368.12KQ2 2026Aug 21, 2026
Clifford Swan Investment Counsel LlcSell-878-2.7%31,420$2.42MQ2 2026Aug 20, 2026
Rehmann Capital Advisory GroupSell-499-0.5%100,125$7.72MQ2 2026Aug 20, 2026
Forefront Wealth Partners, LlcSell-75-0.2%43,714$3.37MQ2 2026Aug 20, 2026
Mercer Global Advisors IncSell-266,945-13.8%1,672,609$128.97MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+9,425+5.8%170,859$13.17MQ2 2026Aug 19, 2026
Stock Yards Bank & Trust CoSell-2,234-5.8%36,215$2.79MQ2 2026Aug 19, 2026
Archer Investment CorpBuy+538+13.1%4,632$357.18KQ2 2026Aug 19, 2026
Showing 30 of 2,416

Frequently asked questions about IJH activity

  • Which institutional owners are buying IJH?

    Institutional owners buying IJH include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in IJH activity?

    "Buy" means an investor increased their reported position in IJH compared to the prior reporting period. This reflects growing exposure to ISHARES CORE S&P MIDCAP ETF (IJH) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in IJH increasing?

    Institutional interest in IJH can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.