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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
AIM
2551
Access Investment Management
Georgia
$45.6K
DAM
2552
Delta Asset Management
Tennessee
$44.9K
LI
2553
LRI Investments
Florida
$44K
BTC
2554
Bank & Trust Company
Illinois
$41.9K
WSA
2555
Wealth Science Advisors
Georgia
$41.3K +$43.4K +625 New
TWM
2556
Timmons Wealth Management
Massachusetts
$38.1K +$139 +2 +0.4%
EA
2557
Evolution Advisers
Virginia
$38K
ACA
2558
American Capital Advisory
Idaho
$38K
KCM
2559
Key Capital Management
Tennessee
$37.2K +$38.2K +551 New
TC
2560
Truvestments Capital
Florida
$36.3K
Q1WB
2561
Quest 10 Wealth Builders
Virginia
$36K -$7.14K -103 -16%
KFA
2562
Kelleher Financial Advisors
New York
$35.5K
NSG
2563
Nalls Sherbakoff Group
Tennessee
$35.2K -$31K -447 -46%
C
2564
Covestor
United Kingdom
$35K +$2.22K +32 +7%
SAP
2565
Strategic Advisory Partners
North Carolina
$34.8K +$35.7K +515 New
SVCP
2566
Silicon Valley Capital Partners
California
$34.5K -$40.5K -584 -53%
DWA
2567
Dougherty Wealth Advisers
Minnesota
$33.8K -$38.8K -560 -53%
BAM
2568
Bellevue Asset Management
Washington
$33.8K
RWA
2569
Reicon Wealth Advisors
Georgia
$33.8K +$34.7K +500 New
RWM
2570
RMG Wealth Management
Wisconsin
$33.7K -$79.2K -1,142 -82%
AWM
2571
Activest Wealth Management
Florida
$33.1K +$34K +490 New
PK
2572
Pflug Koory
Nebraska
$32.2K
MSFP
2573
Mark Sheptoff Financial Planning
Connecticut
$32K -$347 -5 -1%
KWM
2574
Kiker Wealth Management
Georgia
$32K +$32.9K +474 New
DCM
2575
Davis Capital Management
Florida
$31.4K

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.