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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
HHCP
2626
Hilton Head Capital Partners
South Carolina
$9.12K +$4.23K +61 +82%
PWS
2627
Peterson Wealth Services
Utah
$8.78K -$9.02K -130 -50%
PRAG
2628
Portfolio Resources Advisor Group
Florida
$8.51K
BAM
2629
Byrne Asset Management
New Jersey
$8.44K
WWMSC
2630
Wagner Wealth Management (South Carolina)
South Carolina
$8.4K +$4.86K +70 +130%
FCT
2631
First Community Trust
Iowa
$8.17K -$4.58K -66 -35%
PMIM
2632
Prudent Man Investment Management
Colorado
$7.59K
VDBMI
2633
Van Den Berg Management I
Texas
$7.23K -$202K -2,915 -96%
CAM
2634
Clarity Asset Management
Iowa
$6.85K
OPTFSNA
2635
Old Point Trust & Financial Services N A
Virginia
$6.55K
ACB
2636
Aristotle Capital Boston
Massachusetts
$6.42K -$309K -4,451 -98%
PAM
2637
Parvin Asset Management
South Dakota
$5.4K -$2.01K -29 -27%
CFP
2638
Comprehensive Financial Planning
Pennsylvania
$5.06K -$5.2K -75 -50%
RF
2639
RetireMitten Financial
Michigan
$4.32K +$4.44K +64 New
UIA
2640
Ulland Investment Advisors
Minnesota
$4K
FFL
2641
Financial Freedom LLC
Ohio
$3.97K
MS
2642
Monetary Solutions
Ohio
$3.85K
HWA
2643
Heritage Wealth Advisors
Virginia
$3.71K
VWA
2644
Valued Wealth Advisors
Utah
$3.58K
GPFA
2645
Game Plan Financial Advisors
Ohio
$3.38K
MWM
2646
Magnolia Wealth Management
Alabama
$3.38K +$3.47K +50 New
MAM
2647
Morse Asset Management
Connecticut
$3.17K
TRCT
2648
Tower Research Capital (TRC)
New York
$3.04K +$1.8K +26 +137%
WA
2649
Westfuller Advisors
New York
$2.41K
HIMS
2650
Hager Investment Management Services
New Hampshire
$2.36K

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.