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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
OPTFSNA
2626
Old Point Trust & Financial Services N A
Virginia
$6.55K
ACB
2627
Aristotle Capital Boston
Massachusetts
$6.42K -$309K -4,451 -98%
PAM
2628
Parvin Asset Management
South Dakota
$5.4K -$2.01K -29 -27%
CFP
2629
Comprehensive Financial Planning
Pennsylvania
$5.06K -$5.2K -75 -50%
RF
2630
RetireMitten Financial
Michigan
$4.32K +$4.44K +64 New
UIA
2631
Ulland Investment Advisors
Minnesota
$4K
FFL
2632
Financial Freedom LLC
Ohio
$3.97K
MS
2633
Monetary Solutions
Ohio
$3.85K
HWA
2634
Heritage Wealth Advisors
Virginia
$3.71K
VWA
2635
Valued Wealth Advisors
Utah
$3.58K
GPFA
2636
Game Plan Financial Advisors
Ohio
$3.38K
MWM
2637
Magnolia Wealth Management
Alabama
$3.38K +$3.47K +50 New
MAM
2638
Morse Asset Management
Connecticut
$3.17K
TRCT
2639
Tower Research Capital (TRC)
New York
$3.04K +$1.8K +26 +137%
WA
2640
Westfuller Advisors
New York
$2.41K
HIMS
2641
Hager Investment Management Services
New Hampshire
$2.36K
EA
2642
Evergreen Advisors
Tennessee
$1.82K +$1.87K +27 New
RIAS
2643
Rachor Investment Advisory Services
Michigan
$1.63K +$1.67K +24 New
HWP
2644
Highline Wealth Partners
California
$1.62K -$5.34K -77 -76%
APW
2645
Atlantic Private Wealth
North Carolina
$1.44K
TFA
2646
Transamerica Financial Advisors
Florida
$1.28K -$69 -1 -5%
FC
2647
Fairscale Capital
New Hampshire
$1.08K
GC
2648
Gould Capital
Washington
$1.08K
CWP
2649
Clark Wealth Partners
Illinois
$811 +$832 +12 New
Janney Montgomery Scott
2650
Janney Montgomery Scott
Pennsylvania
-$80.3M -1,216,160 Closed

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.