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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
BA
2526
Ballast Advisors
Minnesota
$63.5K
BIM
2527
Breakwater Investment Management
Washington
$60.4K
TCM
2528
Triumph Capital Management
Colorado
$57.2K +$7.42K +107 +14%
SEP
2529
Signature Equity Partners
Ohio
$56.9K -$9.92K -143 -15%
TWD
2530
True Wealth Design
Ohio
$56.9K +$15.1K +218 +35%
HR
2531
Howe & Rusling
New York
$55.1K +$52.1K +751 +1,155%
POIA
2532
Pin Oak Investment Advisors
Texas
$55K
PFO
2533
Pioneer Family Office
Florida
$53.1K
RF
2534
Roxbury Financial
New Jersey
$52.8K +$69 +1 +0.1%
APW
2535
Aventura Private Wealth
Florida
$52.7K
AW
2536
Ankerstar Wealth
Texas
$51K
MSWA
2537
Marshall & Sterling Wealth Advisors
New York
$50.6K
CPL
2538
Capital & Planning LLC
Georgia
$49K +$50.3K +725 New
MWPCG
2539
Measured Wealth Private Client Group
New Hampshire
$48.6K
TWM
2540
Tripletail Wealth Management
Florida
$48.4K -$243K -3,500 -83%
NFSG
2541
Newbridge Financial Services Group
Florida
$47.4K +$69 +1 +0.1%
HIC
2542
Hamrick Investment Counsel
Washington
$45.7K
AIM
2543
Access Investment Management
Georgia
$45.6K
DAM
2544
Delta Asset Management
Tennessee
$44.9K
LI
2545
LRI Investments
Florida
$44K
BTC
2546
Bank & Trust Company
Illinois
$41.9K
WSA
2547
Wealth Science Advisors
Georgia
$41.3K +$43.4K +625 New
TWM
2548
Timmons Wealth Management
Massachusetts
$38.1K +$139 +2 +0.4%
EA
2549
Evolution Advisers
Virginia
$38K
ACA
2550
American Capital Advisory
Idaho
$38K

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.