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iShares Core S&P Mid-Cap ETF

2,646 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 146 funds opening new positions, 1,096 increasing their positions, 1,036 reducing their positions, and 81 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

80% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 81

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: 1,036

4% more capital invested

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

0% more funds holding

Funds holding: 2,6332,646 (+13)

0.16% less ownership

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

Holders
2,646
Holders Change
+13
Holders Change %
+0.49%
% 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
146
Increased
1,096
Reduced
1,036
Closed
81
Calls
$42.3M
Puts
$9.52M
Net Calls
+$32.8M
Net Calls Change
+$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
HPWM
2501
High Point Wealth Management
New Jersey
$89.5K +$22.5K +325 +33%
ACA
2502
Atlas Capital Advisors
Wyoming
$88.8K +$26.4K +380 +41%
NWM
2503
Nova Wealth Management
Florida
$86.3K +$71.7K +1,033 +422%
ATC
2504
Advantage Trust Company
Kansas
$84.8K
SG
2505
Sankala Group
Colorado
$83.4K
EF
2506
Entrust Financial
Pennsylvania
$82.4K
GCM
2507
Gables Capital Management
Florida
$80.7K
SFS
2508
Sunrise Financial Services
Washington
$80.4K -$25.3K -365 -23%
BIA
2509
Bell Investment Advisors
California
$80.1K -$49.1K -708 -37%
BWA
2510
Basecamp Wealth Advisors
Washington
$79.3K +$64.4K +929 +379%
SWIM
2511
Smallwood Wealth Investment Management
New Jersey
$76.8K +$26.8K +387 +52%
RRA
2512
Red Reef Advisors
Florida
$75.6K -$13.1K -189 -14%
KFG
2513
Kingdom Financial Group
Arizona
$74K +$17.8K +257 +31%
LAS
2514
Lloyd Advisory Services
Georgia
$74K +$76K +1,096 New
BCM
2515
Blume Capital Management
California
$71.9K
SFG
2516
Strive Financial Group
Indiana
$71K
OAJ
2517
Ogorek Anthony Joseph
New York
$71K +$139 +2 +0.2%
CMP
2518
Coston McIsaac & Partners
Maine
$69K
BHWM
2519
Beaird Harris Wealth Management
Texas
$66.6K -$2.08K -30 -3%
TAR
2520
Trask Adam Roland
$66.2K +$68K +980 New
SRCM
2521
Signature Resources Capital Management
California
$66K +$48.1K +693 +244%
TC
2522
Trust Company
Kansas
$65.5K
IWM
2523
IMG Wealth Management
Florida
$64.7K -$52K -750 -44%
DWS
2524
Dynamic Wealth Strategies
California
$64.2K
FWA
2525
Flagship Wealth Advisors
Massachusetts
$63.9K

IJH Hedge Fund Activity: Q1 2026 in Review

2,646 of the 8,128 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: 146 funds opened new IJH positions and 81 closed out — a net gain of 65 holders — while 1,096 added to existing stakes and 1,036 trimmed.

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

  • 2,646 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q1 2026, up from 2,633 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.
  • 146 funds opened new iShares Core S&P Mid-Cap ETF positions in Q1 2026 and 81 closed out, a net change of +65 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.