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iShares Core S&P Mid-Cap ETF

2,655 hedge funds and large institutions have $85.6B invested in iShares Core S&P Mid-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 145 funds opening new positions, 1,098 increasing their positions, 1,043 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

5% more funds holding in top 10

Funds holding in top 10: 366385 (+19)

5% more repeat investments, than reductions

Existing positions increased: 1,098 | Existing positions reduced: 1,043

4% more capital invested

Capital invested by funds: $82.5B → $85.6B (+$3.08B)

1% more funds holding

Funds holding: 2,6412,655 (+14)

0.15% less ownership

Funds ownership: 80.53%80.39% (-0.15%)

Holders
2,655
Holders Change
+14
Holders Change %
+0.53%
% of All Funds
32.49%
Holding in Top 10
385
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+5.19%
% of All Funds
4.71%
New
145
Increased
1,098
Reduced
1,043
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
PIS
2501
POM Investment Strategies
North Carolina
$97K +$77.6K +1,118 +350%
MO
2502
McMillan Office
Michigan
$96.2K
CTC
2503
Cetera Trust Company
Minnesota
$96.2K
EWP
2504
Elevation Wealth Partners
California
$94.2K -$8.12K -117 -8%
WIM
2505
Westside Investment Management
California
$91.9K +$5.55K +80 +6%
HAP
2506
Harbor Asset Planning
Massachusetts
$90.8K +$208 +3 +0.2%
HPIA
2507
Hamilton Point Investment Advisors
North Carolina
$90.2K -$16.6K -239 -15%
HPWM
2508
High Point Wealth Management
New Jersey
$89.5K +$22.5K +325 +33%
ACA
2509
Atlas Capital Advisors
Wyoming
$88.8K +$26.4K +380 +41%
NWM
2510
Nova Wealth Management
Florida
$86.3K +$71.7K +1,033 +422%
ATC
2511
Advantage Trust Company
Kansas
$84.8K
SG
2512
Sankala Group
Colorado
$83.4K
EF
2513
Entrust Financial
Pennsylvania
$82.4K
GCM
2514
Gables Capital Management
Florida
$80.7K
SFS
2515
Sunrise Financial Services
Washington
$80.4K -$25.3K -365 -23%
BIA
2516
Bell Investment Advisors
California
$80.1K -$49.1K -708 -37%
BWA
2517
Basecamp Wealth Advisors
Washington
$79.3K +$64.4K +929 +379%
SWIM
2518
Smallwood Wealth Investment Management
New Jersey
$76.8K +$26.8K +387 +52%
RRA
2519
Red Reef Advisors
Florida
$75.6K -$13.1K -189 -14%
KFG
2520
Kingdom Financial Group
Arizona
$74K +$17.8K +257 +31%
LAS
2521
Lloyd Advisory Services
Georgia
$74K +$76K +1,096 New
BCM
2522
Blume Capital Management
California
$71.9K
SFG
2523
Strive Financial Group
Indiana
$71K
OAJ
2524
Ogorek Anthony Joseph
New York
$71K +$139 +2 +0.2%
CMP
2525
Coston McIsaac & Partners
Maine
$69K

IJH Hedge Fund Activity: Q1 2026 in Review

2,655 of the 8,172 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 $85.6B — 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 1,098 added to existing stakes and 1,043 trimmed.

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

  • 2,655 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q1 2026, up from 2,641 in Q4 2025.
  • Funds reported $85.6B 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.