As of the latest SEC filings, ISHARES CORE S&P MID-CAP ETF (IJH) is held by 66 institutional funds. The largest fund shareholder is Catalyst/Millburn Hedge Strategy Fund (MBXAX), holding an estimated $559,257,325.89 in market value, representing 5.90% of its portfolio.
Funds holding ISHARES CORE S&P MID-CAP ETF (IJH)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- IJH
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
MBXAX
Catalyst/Millburn Hedge Strategy Fund
|
MF | Independent / Boutique | 5.90% | $559,257,325.89 | 8,281,613 | Mar 31, 2026 | Jun 1, 2026 |
|
-
Transamerica Goldman Sachs Managed Risk - Balanced ETF VP
|
ETF | Transamerica | 2.70% | $89,154,118.95 | 1,320,215 | Mar 31, 2026 | May 26, 2026 |
|
AOA
iShares Core 80/20 Aggressive Allocation ETF
|
ETF | BlackRock / iShares | 2.60% | $79,389,450.28 | 1,090,964 | Apr 30, 2026 | Jun 25, 2026 |
|
AOR
iShares Core 60/40 Balanced Allocation ETF
|
ETF | BlackRock / iShares | 1.99% | $69,230,467.20 | 951,360 | Apr 30, 2026 | Jun 25, 2026 |
|
-
Transamerica Goldman Sachs Managed Risk - Growth ETF VP
|
ETF | Transamerica | 4.07% | $64,143,100.38 | 949,846 | Mar 31, 2026 | May 26, 2026 |
|
-
SSGA Growth and Income ETF Portfolio
|
ETF | Independent / Boutique | 2.89% | $46,496,025.72 | 688,524 | Mar 31, 2026 | May 28, 2026 |
|
-
LVIP BlackRock U.S. Growth ETF Allocation Managed Risk Fund
|
ETF | Independent / Boutique | 7.15% | $40,797,844.32 | 604,144 | Mar 31, 2026 | May 18, 2026 |
|
-
SSGA Growth ETF Portfolio
|
ETF | Independent / Boutique | 4.54% | $33,274,664.67 | 492,739 | Mar 31, 2026 | May 28, 2026 |
|
-
JNL Growth ETF Allocation Fund
|
ETF | Independent / Boutique | 7.38% | $30,015,261.69 | 444,473 | Mar 31, 2026 | May 28, 2026 |
|
GIDGX
Goldman Sachs Enhanced Dividend Global Equity Portfolio
|
MF | Goldman Sachs | 5.04% | $25,751,627.37 | 360,213 | Feb 28, 2026 | Apr 28, 2026 |
|
AOM
iShares Core 40/60 Moderate Allocation ETF
|
ETF | BlackRock / iShares | 1.35% | $23,309,177.01 | 320,313 | Apr 30, 2026 | Jun 25, 2026 |
|
-
LVIP BlackRock Global Growth ETF Allocation Managed Risk Fund
|
ETF | Independent / Boutique | 4.92% | $21,677,130.00 | 321,000 | Mar 31, 2026 | May 18, 2026 |
|
-
JNL Moderate Growth ETF Allocation Fund
|
ETF | Independent / Boutique | 5.05% | $17,864,926.44 | 264,548 | Mar 31, 2026 | May 28, 2026 |
|
-
AVIP Constellation Managed Risk Growth Portfolio
|
ETF | Independent / Boutique | 4.34% | $16,882,500.00 | 250,000 | Mar 31, 2026 | May 29, 2026 |
|
-
Global Atlantic Moderately Aggressive Managed Risk Portfolio
|
ETF | Independent / Boutique | 6.43% | $14,822,564.88 | 219,496 | Mar 31, 2026 | May 26, 2026 |
|
AAAA
Amplius Aggressive Asset Allocation ETF
|
ETF | Independent / Boutique | 5.37% | $14,373,675.94 | 197,522 | Apr 30, 2026 | Jun 29, 2026 |
|
-
AVIP Constellation Managed Risk Balanced Portfolio
|
ETF | Independent / Boutique | 2.94% | $13,843,650.00 | 205,000 | Mar 31, 2026 | May 29, 2026 |
|
-
MML Blend Fund
|
ETF | Independent / Boutique | 2.09% | $13,470,546.75 | 199,475 | Mar 31, 2026 | May 27, 2026 |
|
ACALX
Advisors Capital Active All Cap Fund
|
MF | Independent / Boutique | 5.04% | $13,242,633.00 | 196,100 | Mar 31, 2026 | May 21, 2026 |
|
-
1290 VT Moderate Growth Allocation Portfolio
|
ETF | Independent / Boutique | 5.38% | $13,178,479.50 | 195,150 | Mar 31, 2026 | May 26, 2026 |
|
IIFTX
Voya Balanced Income Portfolio
|
MF | Voya | 4.34% | $11,082,753.48 | 164,116 | Mar 31, 2026 | Jun 1, 2026 |
|
DYTA
SGI Dynamic Tactical ETF
|
ETF | Independent / Boutique | 13.96% | $10,757,743.71 | 150,479 | Feb 28, 2026 | Jun 10, 2026 |
|
MOEVX
NYLI Growth ETF Allocation Fund
|
MF | Independent / Boutique | 5.20% | $9,798,334.96 | 134,648 | Apr 30, 2026 | Jun 25, 2026 |
|
-
Transamerica Goldman Sachs Managed Risk - Conservative ETF VP
|
ETF | Transamerica | 2.42% | $8,823,334.74 | 130,658 | Mar 31, 2026 | May 26, 2026 |
|
VTRMX
VOYA TARGET RETIREMENT 2045 FUND
|
MF | Voya | 3.99% | $8,789,266.56 | 122,944 | Feb 28, 2026 | Apr 28, 2026 |
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