Markets IJH

See Which Recent 13F Filers Hold IJH

At Holdings Channel, we have reviewed the latest batch of the 53 most recent 13F filings for the 06/30/2026 reporting period, and noticed that iShares Trust - Core S&P Mid-Cap Exchange Traded Fund (Symbol: IJH) was held by 31 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good idea to take a closer look.

Before we proceed, it is important to point out that 13F filings do not tell the whole story, because these funds are only required to disclose their long positions with the SEC, but are not required to disclose their short positions. A fund making a bearish bet against a stock by shorting calls, for example, might also be long some amount of stock as they trade around their overall bearish position. This long component could show up in a 13F filing and everyone might assume the fund is bullish, but this tells only part of the story because the bearish/short side of the position is not seen.

Having given that caveat, we believe that looking at groups of 13F filings can be revealing, especially when comparing one holding period to another. Below, let's take a look at the change in IJH positions, for this latest batch of 13F filers:

FundNew Position?Change In Share CountChange In Market Value ($ in 1000's)
Certuity LLC Existing -434+$110
Arkadios Wealth Advisors Existing +10,611+$3,683
S.A. Mason LLC Existing +500+$255
CFM Wealth Partners LLC Existing UNCH+$62
Lpwm LLC Existing +2,338+$611
Meadow Creek Wealth Advisors LLC Existing +1,465+$226
Great Diamond Partners LLC Existing +865+$948
Single Point Partners LLC Existing +4,937+$7,232
Parcion Private Wealth LLC Existing +8,580+$769
LifeSteps Financial Inc. Existing +15,199+$1,834
Apella Capital LLC Existing +17,673+$2,519
Perennial Investment Advisors LLC Existing +600+$472
Aufman Associates Inc Existing UNCH+$39
Mission Creek Capital Partners Inc. Existing +98+$1,023
Bellevue Asset Management LLC Existing UNCH+$5
Key Financial Inc Existing -97+$96
SteelPeak Wealth LLC Existing +171+$47
Bridgewealth Advisory Group LLC Existing -503-$4
CVA Family Office LLC Existing +556+$648
Altus Wealth Management LLC Existing +11,104+$5,196
Aurora Private Wealth Inc. Existing -209+$60
Investment Research & Advisory Group Inc. Existing +17+$136
Fortis Capital Management LLC Existing +1,000+$168
Powell Investment Advisors LLC Existing +88+$122
JSF Financial LLC Existing -1,280+$179
Indie Asset Partners LLC Existing +1,280+$174
Strategic Financial Planning Inc. Existing -242+$24
Stokes Family Office LLC Existing UNCH+$72
Hummer Financial Advisory Services Inc Existing +85+$88
TI Trust Inc. Existing UNCH+$66
360 Financial Inc. Existing -1,934+$360
Aggregate Change: +72,468+$27,220

In terms of shares owned, we count 19 of the above funds having increased existing IJH positions from 03/31/2026 to 06/30/2026, with 7 having decreased their positions.

Looking beyond these particular funds in this one batch of most recent filers, we tallied up the IJH share count in the aggregate among all of the funds which held IJH at the 06/30/2026 reporting period (out of the 8,826 we looked at in total). We then compared that number to the sum total of IJH shares those same funds held back at the 03/31/2026 period, to see how the aggregate share count held by hedge funds has moved for IJH. We found that between these two periods, funds reduced their holdings by 1,165,456,287 shares in the aggregate, from 1,265,841,499 down to 100,385,212 for a share count decline of approximately -92.07%. The overall top three funds holding IJH on 06/30/2026 were:

»FundShares of IJH Held
1.UBS Group AG 25,918,017
2.Northwestern Mutual Investment Management Company LLC 8,517,640
3.Wealthspire Advisors LLC 7,961,778
4-10Find out the full Top 10 Hedge Funds Holding IJH»

We'll keep following the latest 13F filings by hedge fund managers and bring you interesting stories derived from a look at the aggregate information across groups of managers between filing periods. While looking at individual 13F filings can sometimes be misleading due to the long-only nature of the information, the sum total across groups of funds from one reporting period to another can be a lot more revealing and relevant, providing interesting stock ideas that merit further research, like iShares Trust - Core S&P Mid-Cap Exchange Traded Fund (Symbol: IJH).

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Further IJH Research:

BNK Invest
BNK Invest Inc. provides investment services and information. BNK Invest owns and operates a market news family of websites including DividendChannel, ETFChannel, StockOptionsChannel, and others, which make up an investor community featuring stock message boards, ratings, research, and strategies. BNK Invest caters to investing firms and individual investors internationally.
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