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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
BHWM
2526
Beaird Harris Wealth Management
Texas
$66.6K -$2.08K -30 -3%
TAR
2527
Trask Adam Roland
$66.2K +$68K +980 New
SRCM
2528
Signature Resources Capital Management
California
$66K +$48.1K +693 +244%
TC
2529
Trust Company
Kansas
$65.5K
IWM
2530
IMG Wealth Management
Florida
$64.7K -$52K -750 -44%
DWS
2531
Dynamic Wealth Strategies
California
$64.2K
FWA
2532
Flagship Wealth Advisors
Massachusetts
$63.9K
BA
2533
Ballast Advisors
Minnesota
$63.5K
BIM
2534
Breakwater Investment Management
Washington
$60.4K
TCM
2535
Triumph Capital Management
Colorado
$57.2K +$7.42K +107 +14%
SEP
2536
Signature Equity Partners
Ohio
$56.9K -$9.92K -143 -15%
TWD
2537
True Wealth Design
Ohio
$56.9K +$15.1K +218 +35%
HR
2538
Howe & Rusling
New York
$55.1K +$52.1K +751 +1,155%
POIA
2539
Pin Oak Investment Advisors
Texas
$55K
PFO
2540
Pioneer Family Office
Florida
$53.1K
RF
2541
Roxbury Financial
New Jersey
$52.8K +$69 +1 +0.1%
APW
2542
Aventura Private Wealth
Florida
$52.7K
AW
2543
Ankerstar Wealth
Texas
$51K
MSWA
2544
Marshall & Sterling Wealth Advisors
New York
$50.6K
RWM
2545
Raffa Wealth Management
District of Columbia
$49.2K
CPL
2546
Capital & Planning LLC
Georgia
$49K +$50.3K +725 New
MWPCG
2547
Measured Wealth Private Client Group
New Hampshire
$48.6K
TWM
2548
Tripletail Wealth Management
Florida
$48.4K -$243K -3,500 -83%
NFSG
2549
Newbridge Financial Services Group
Florida
$47.4K +$69 +1 +0.1%
HIC
2550
Hamrick Investment Counsel
Washington
$45.7K

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.