DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded Fund
IJH

ISHARES CORE S&P MIDCAP ETF

2,879 institutions still hold ISHARES CORE S&P MIDCAP ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464287507·Exchange Traded Fund·2,879 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$50.6B
visible holders
Holders
2,879
filers reporting
Concentration
17.19%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO #1
top holder share
AI Holders Summary · Q1 2026

IJH Q1 2026 institutional ownership is an $81.4B book across 2,569 holders. Northwestern Mutual Wealth Management is the largest holder at $8.7B (128.8M shares, +5.4%, +$463M). Bank of America is second at $4.5B (67.2M shares, -0.4%, slight trim). BNY Mellon is third at $4.0B (58.7M shares, +0.2%, +$102M). Wells Fargo is fourth at $3.6B (53.5M shares, +7.3%, +$157M). FMR/Fidelity is fifth at $3.6B (53.0M shares, +21.8%, +$428M). Goldman Sachs $2.7B (+35.5%, +$782M) -- biggest buyer. Morgan Stanley $2.5B (slight trim -0.3%). Raymond James $2.5B (+2.7%, +$96M). Envestnet $2.4B (+5.9%, +$176M). BlackRock $1.9B (+4.4%, +$127M). UBS Group $1.6B (+5.3%, +$110M). Northern Trust $1.6B (+2.6%, +$61M). JPMorgan $1.1B (+0.8%, +$33M). LPL Financial $1.6B (-22.3%, -$364M) -- largest seller. RBC $1.5B (-12.5%, -$178M). Fifth Third $500M (+38.1%, +$191M). First Command $1.1B (+0.5%, +$33M). KeyBank $618M (+0.6%, +$20M). Regions Financial $685M (+0.8%, +$27M). Truist Financial $672M (+1.0%, +$61M). Mariner $1.1B (+1.0%, +$95M). Financial Engines $533M (-0.6%, -$9M). Ameriprise $587M (-0.1%, slight trim). New positions: none reported in top-20. The 75.50 whaleScore reflects AUM. Smart-money-signal read: IJH Q1 2026 holder flows are bullishly skewed toward active equity managers. Goldman Sachs +$782M (+35.5%) and Fidelity +$428M (+21.8%) represent meaningful increases in mid-cap equity exposure from marquee active managers. The seller cohort (LPL -$364M, RBC -$178M, Northwestern Mutual IM -$161M) is smaller in absolute terms than the buyer cohort. The net read: moderately bullish for mid-cap U.S. equities, with Goldman and Fidelity leading the conviction.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q1 2026. Methodology

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$8.7B128.8M5.36%Q1 2026
02
Bank of New York Mellon Corp
CIK 0001390777
$4.7B60.5M0.77%Q2 2026
03
BANK OF AMERICA CORP /DE/
CIK 0000070858
$4.5B67.2M0.33%Q1 2026
04
WELLS FARGO & COMPANY/MN
CIK 0000072971
$3.6B53.5M0.68%Q1 2026
05
FMR LLC
CIK 0000315066
$3.6B53.0M0.19%Q1 2026
06
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2.9B37.2M0.68%Q2 2026
07
GOLDMAN SACHS GROUP INC
CIK 0000886982
$2.7B40.5M0.31%Q1 2026
08
MORGAN STANLEY
CIK 0000895421
$2.5B36.9M0.15%Q1 2026
09
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$2.5B36.4M0.76%Q1 2026
10
BlackRock, Inc.
CIK 0002012383
$2.2B29.1M0.03%Q2 2026
11
LPL Financial LLC
CIK 0001403438
$1.8B23.0M0.40%Q2 2026
12
UBS Group AG
CIK 0001610520
$1.6B24.2M0.25%Q1 2026
13
NORTHERN TRUST CORP
CIK 0000073124· Index
$1.6B23.8M0.21%Q1 2026
14
ROYAL BANK OF CANADA
CIK 0001000275
$1.5B22.0M0.26%Q1 2026
15
First Command Advisory Services, Inc.
CIK 0001727336
$1.2B16.1M7.36%Q2 2026
16
JPMORGAN CHASE & CO
CIK 0000019617
$1.1B16.8M0.07%Q1 2026
17
Mariner, LLC
CIK 0001373442
$1.1B16.1M1.27%Q1 2026
18
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$943M14.3M0.57%Q4 2025
19
Acorns Advisers, LLC
CIK 0001701879
$934M13.8M6.94%Q1 2026
20
KEYBANK NATIONAL ASSOCIATION/OH
CIK 0001089877
$898M11.6M2.95%Q2 2026
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