iShares Core S&P Mid-Cap ETF

IJH • ARCA

iShares Core S&P Mid-Cap ETF is an exchange-traded fund on ARCA. As of Q3 2025, 2,389 institutional investors hold shares in this ETF, with total holdings valued at $78.8B. NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO is the largest holder with a position valued at $8.0B.

Overview

Overview of institutional ownership in IJH as of Q3 2025

All Institutions

Institutions: 2,389
Value Held: $78.8B
Shares Held: 1.21B
Avg Position: $33.0M
Median Position: $1.6M

Hedge Funds

Hedge Funds: 25
Value Held: $911.8M
Shares Held: 14.0M
Avg Position: $36.5M
Median Position: $802.7K

Biggest Investors

Institutions with the largest positions in IJH as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution	-	$8.0B 5.34% of portfolio	122.6M shares	≤ Q2 2013 Held for 12y 5m+	$149.83B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$4.4B 0.33% of portfolio	67.9M shares	≤ Q2 2013 Held for 12y 5m+	$1.33T
Bank of New York Mellon Corp Institution	Robin Vince CEO	$3.6B 0.65% of portfolio	55.5M shares	≤ Q2 2013 Held for 12y 5m+	$556.34B
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	$3.4B 0.70% of portfolio	52.5M shares	≤ Q2 2013 Held for 12y 5m+	$488.61B
FMR LLC Institution	-	$2.7B 0.14% of portfolio	41.6M shares	≤ Q2 2013 Held for 12y 5m+	$1.92T
RAYMOND JAMES FINANCIAL INC RIA/Wealth	Steven Robert Marcus CEO	$2.5B 0.81% of portfolio	38.7M shares	Q4 2024 Held for 11 months	$310.43B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$2.4B 0.15% of portfolio	37.0M shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$2.3B 0.66% of portfolio	34.6M shares	≤ Q2 2013 Held for 12y 5m+	$341.99B
GOLDMAN SACHS GROUP INC Institution	David M. Solomon CEO	$1.8B 0.27% of portfolio	28.3M shares	≤ Q2 2013 Held for 12y 5m+	$691.34B
L LPL Financial LLC Institution	-	$1.8B 0.53% of portfolio	27.7M shares	≤ Q2 2013 Held for 12y 5m+	$340.07B

Net Capital Flow

Institutional buying and selling activity for IJH in Q3 2025

Net Flow: +$114.9M
Buyers: 983
Sellers: 1,021
Total Bought: +$2.4B
Total Sold: −$2.3B
Avg Position: $33.3M

Biggest Buyers

Institution	Net Bought	Current Position
FMR LLC Institution	+$320.3M +4.9M shares	$2.7B 41.6M shares
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution	+$180.0M +2.8M shares	$8.0B 122.6M shares
WELLS FARGO & COMPANY/MN Institution	+$158.4M +2.4M shares	$3.4B 52.5M shares
L LPL Financial LLC Institution	+$114.7M +1.8M shares	$1.8B 27.7M shares
Steward Partners Investment Advisory, LLC RIA/Wealth	+$110.8M +1.7M shares	$189.6M 2.9M shares
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth	+$105.9M +1.6M shares	$150.2M 2.3M shares
GOLDMAN SACHS GROUP INC Institution	+$94.2M +1.4M shares	$1.8B 28.3M shares
W WILEY BROS.-AINTREE CAPITAL, LLC Institution	+$64.1M +981.8K shares	$426.7M 6.5M shares
Cetera Investment Advisers RIA/Wealth	+$54.0M +828.0K shares	$222.0M 3.4M shares
UBS Group AG Institution	+$46.9M +718.0K shares	$1.5B 23.1M shares

Biggest Sellers

Institution	Net Sold	Current Position
C CI Private Wealth, LLC RIA/Wealth	−$361.9M −6.7M shares	$185.2M 3.5M shares
Bank of New York Mellon Corp Institution	−$288.8M −4.4M shares	$3.6B 55.5M shares
R ROYAL BANK OF CANADA Institution	−$185.4M −2.8M shares	$1.5B 23.7M shares
LVZ Advisors, Inc. RIA/Wealth	−$66.8M −1.0M shares	$5.2M 79.0K shares
JPMORGAN CHASE & CO Institution	−$66.2M −1.0M shares	$1.1B 16.4M shares
B BNP PARIBAS ARBITRAGE, SA Institution	−$60.8M −931.6K shares	$34.6M 530.1K shares
AMERIPRISE FINANCIAL INC Institution	−$57.8M −885.5K shares	$584.7M 9.0M shares
S Squarepoint Ops LLC Hedge Fund•Quant	−$51.9M −837.1K shares	Sold Off 0 shares
AlTi Global, Inc. Institution	−$51.5M −789.9K shares	$119.3M 1.8M shares
H HSBC HOLDINGS PLC Institution	−$50.6M −779.9K shares	$1.2M 18.5K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited IJH in Q3 2025

New Positions: 49
New Value: $53.1M
Exited Positions: 74
Exited Value: $176.2M

New Positions

Institution	Position Value
Dynasty Wealth Management, LLC Fund of Funds	$18.7M 286.8K shares
United Financial Planning Group LLC RIA/Wealth	$8.3M 126.8K shares
I III Capital Management Hedge Fund•Multi-Strategy	$7.3M 112.0K shares
Deane Retirement Strategies, Inc. RIA/Wealth	$3.4M 52.1K shares
Siligmueller & Norvid Wealth Advisors LLC RIA/Wealth	$1.3M 21.8K shares
Portus Wealth Advisors, LLC RIA/Wealth	$1.3M 19.5K shares
Willis Investment Counsel RIA/Wealth	$1.1M 16.2K shares
Berman McAleer LLC RIA/Wealth	$899.2K 13.8K shares
Cambria Investment Management, L.P. ETF Provider	$669.2K 10.3K shares
PALO ALTO WEALTH ADVISORS, LLC RIA/Wealth	$643.8K 9.9K shares

Exited Positions

Institution	Previous Position
S Squarepoint Ops LLC Hedge Fund•Quant	$51.9M 837.1K shares
F Fosun International Ltd Institution	$37.0M 56.0K shares
Financial Advocates Investment Management RIA/Wealth	$12.6M 202.4K shares
SoundView Advisors Inc. RIA/Wealth	$10.8M 174.4K shares
G GTS SECURITIES LLC Institution	$9.7M 156.4K shares
Divergent Planning, LLC RIA/Wealth	$9.1M 146.3K shares
M MASON STREET ADVISORS, LLC Insurance Manager	$6.1M 98.6K shares
Sather Financial Group Inc RIA/Wealth	$4.5M 72.8K shares
P PFG Private Wealth Management, LLC RIA/Wealth	$4.2M 67.5K shares
Duncan Williams Asset Management, LLC RIA/Wealth	$3.9M 62.8K shares

Options Activity

Institutions with the largest Call and Put options positions in IJH as of Q3 2025

Call Positions: 6
Call Value: $32.0M
Put Positions: 6
Put Value: $4.4M

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$14.0M 2.1K contracts
J JANE STREET GROUP, LLC Institution	$10.4M 1.6K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$7.6M 1.2K contracts
Lavaca Capital LLC Hedge Fund•Vol Arbitrage	$26.1K 4.0 contracts
CAPITAL FUND MANAGEMENT S.A. Hedge Fund•Quant Macro	- - contracts
W WOLVERINE TRADING, LLC Institution	- - contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$2.5M 383.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$1.0M 158.0 contracts
J JANE STREET GROUP, LLC Institution	$678.7K 104.0 contracts
BANK OF AMERICA CORP /DE/ Institution	$163.2K 25.0 contracts
Private Advisor Group, LLC RIA/Wealth	$1.4K 30.0 contracts
W WOLVERINE TRADING, LLC Institution	- - contracts

Most Committed Institutions

Institutions with IJH as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Holland Advisory Services, Inc. RIA/Wealth	David Dean Holland CEO	23.56% $17.2M	262.8K shares	Q4 2021 Held for 3y 11m	$72.8M
New England Professional Planning Group Inc. RIA/Wealth	Malcolm Alfred Makin CEO	18.68% $40.8M	643.8K shares	Q4 2019 Held for 5y 11m	$218.2M
Mackey Komara & Dankovich, LLC RIA/Wealth	Nathan Mark Bohannon COO	15.17% $15.2M	233.3K shares	Q4 2024 Held for 11 months	$100.4M
Chandler Asset Management, Inc. Long Only Manager	Nicole Marie Dragoo CEO	15.16% $92.4M	1.4M shares	Q4 2017 Held for 7y 11m	$609.4M
TRUEFG, LLC RIA/Wealth	Scott Allan Brischke Managing Partner	14.75% $53.4M	818.1K shares	Q4 2019 Held for 5y 11m	$362.0M
Urban Financial Advisory Corp RIA/Wealth	Steven Douglas Urban President	14.44% $31.0M	474.9K shares	Q4 2023 Held for 1y 11m	$214.7M
Investments & Financial Planning, LLC RIA/Wealth	David Brian Short Managing Partner	14.36% $26.6M	407.3K shares	Q4 2022 Held for 2y 11m	$185.1M
I INSTRUMENTAL WEALTH, LLC RIA/Wealth	David Scott Silver CEO	14.32% $20.4M	316.3K shares	Q1 2023 Held for 2y 8m	$142.6M
Platt Investment Counsel, LLC RIA/Wealth	Peter Markert Platt President	14.08% $17.9M	274.0K shares	Q4 2020 Held for 4y 11m	$127.0M
L Leonard Rickey Investment Advisors P.L.L.C. RIA/Wealth	Matthew James Hargreaves CIO	14.00% $74.3M	1.1M shares	Q4 2017 Held for 7y 11m	$531.1M