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iShares Core S&P Mid-Cap ETF

2,648 hedge funds and large institutions have $85.5B invested in iShares Core S&P Mid-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 145 funds opening new positions, 1,096 increasing their positions, 1,038 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

345% more call options, than puts

Call options by funds: $42.3M | Put options by funds: $9.52M

77% more first-time investments, than exits

New positions opened: 145 | Existing positions closed: 82

6% more funds holding in top 10

Funds holding in top 10: 363383 (+20)

6% more repeat investments, than reductions

Existing positions increased: 1,096 | Existing positions reduced: 1,038

4% more capital invested

Capital invested by funds: $82.5B → $85.5B (+$3.07B)

0% more funds holding

Funds holding: 2,6362,648 (+12)

0.16% less ownership

Funds ownership: 80.51%80.35% (-0.16%)

Holders
2,648
Holders Change
+12
Holders Change %
+0.46%
% of All Funds
32.55%
Holding in Top 10
383
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+5.51%
% of All Funds
4.71%
New
145
Increased
1,096
Reduced
1,038
Closed
82
Calls
$42.3M
Puts
$9.52M
Net Calls
+$32.8M
Net Calls Change
+$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$8.7B +$280M +4,032,370 +3%
Bank of America
2
Bank of America
North Carolina
$4.54B -$134M -1,934,894 -3%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$3.97B +$13.1M +188,450 +0.3%
Wells Fargo
4
Wells Fargo
California
$3.61B +$78.9M +1,137,544 +2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$3.58B +$365M +5,260,312 +11%
Goldman Sachs
6
Goldman Sachs
New York
$2.73B +$757M +10,917,016 +37%
Morgan Stanley
7
Morgan Stanley
New York
$2.49B -$7.23M -104,232 -0.3%
Raymond James Financial
8
Raymond James Financial
Florida
$2.46B +$42.5M +612,629 +2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$2.43B +$128M +1,838,697 +5%
BlackRock
10
BlackRock
New York
$1.89B +$88.3M +1,273,384 +5%
UBS Group
11
UBS Group
Switzerland
$1.64B +$77.7M +1,119,726 +5%
Northern Trust
12
Northern Trust
Illinois
$1.61B +$25.8M +371,982 +2%
LPL Financial
13
LPL Financial
California
$1.56B -$420M -6,054,433 -21%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.49B -$222M -3,202,254 -13%
JP Morgan Chase
15
JP Morgan Chase
New York
$1.1B +$42.5M +612,019 +4%
Mariner
16
Mariner
Kansas
$1.09B +$74.2M +1,070,257 +7%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$1.07B +$18M +260,163 +2%
FCAS
18
First Command Advisory Services
Texas
$1.07B +$8.94M +128,849 +0.8%
AA
19
Acorns Advisers
California
$934M +$12.6M +181,136 +1%
RFC
20
Regions Financial Corp
Alabama
$685M +$12.1M +174,731 +2%
Truist Financial
21
Truist Financial
North Carolina
$672M +$47.6M +686,726 +7%
KeyBank National Association
22
KeyBank National Association
Ohio
$618M +$6.51M +93,832 +1%
Ameriprise
23
Ameriprise
Minnesota
$587M -$14.3M -205,594 -2%
NMIMC
24
Northwestern Mutual Investment Management Company
Wisconsin
$578M -$183M -2,632,676 -24%
CCA
25
Catalyst Capital Advisors
New York
$559M +$33.9M +489,160 +6%

IJH Hedge Fund Activity: Q1 2026 in Review

2,648 of the 8,134 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q1 2026, worth a combined $85.5B — up 3.7% from $82.5B a quarter earlier.

Buyers outnumbered sellers: 145 funds opened new IJH positions and 82 closed out — a net gain of 63 holders — while 1,096 added to existing stakes and 1,038 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $757M. The largest seller was LPL Financial, cutting an estimated $420M.

  • 2,648 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q1 2026, up from 2,636 in Q4 2025.
  • Funds reported $85.5B of iShares Core S&P Mid-Cap ETF stock for Q1 2026, up 3.7% quarter-over-quarter.
  • 145 funds opened new iShares Core S&P Mid-Cap ETF positions in Q1 2026 and 82 closed out, a net change of +63 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q1 2026 was Goldman Sachs, an estimated $757M added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q1 2026 was LPL Financial, an estimated $420M sold.

Based on aggregated 13F filings for Q1 2026.