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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
KCM
2551
Key Capital Management
Tennessee
$37.2K +$38.2K +551 New
TC
2552
Truvestments Capital
Florida
$36.3K
Q1WB
2553
Quest 10 Wealth Builders
Virginia
$36K -$7.14K -103 -16%
KFA
2554
Kelleher Financial Advisors
New York
$35.5K
C
2555
Covestor
United Kingdom
$35K +$2.22K +32 +7%
SAP
2556
Strategic Advisory Partners
North Carolina
$34.8K +$35.7K +515 New
SVCP
2557
Silicon Valley Capital Partners
California
$34.5K -$40.5K -584 -53%
DWA
2558
Dougherty Wealth Advisers
Minnesota
$33.8K -$38.8K -560 -53%
BAM
2559
Bellevue Asset Management
Washington
$33.8K
RWA
2560
Reicon Wealth Advisors
Georgia
$33.8K +$34.7K +500 New
RWM
2561
RMG Wealth Management
Wisconsin
$33.7K -$79.2K -1,142 -82%
AWM
2562
Activest Wealth Management
Florida
$33.1K +$34K +490 New
PK
2563
Pflug Koory
Nebraska
$32.2K
MSFP
2564
Mark Sheptoff Financial Planning
Connecticut
$32K -$347 -5 -1%
KWM
2565
Kiker Wealth Management
Georgia
$32K +$32.9K +474 New
DCM
2566
Davis Capital Management
Florida
$31.4K
SFC
2567
SYM Financial Corp
Indiana
$30.7K
DF
2568
DecisionPoint Financial
Arizona
$28.4K
GCP
2569
Gill Capital Partners
Colorado
$27.6K +$28.4K +409 New
SIS
2570
Strategic Investment Solutions
Illinois
$27.4K
MDA
2571
Minot DeBlois Advisors
Massachusetts
$27K -$2.43K -35 -8%
RIA
2572
Realta Investment Advisors
Delaware
$26.8K +$69 +1 +0.3%
LHEI
2573
Leo H. Evart Inc
California
$25.8K +$26.4K +381 New
NA
2574
Networth Advisors
Pennsylvania
$25.5K -$3.54K -51 -12%
RAM
2575
Ramirez Asset Management
New York
$25.3K -$139K -2,000 -84%

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.