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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
CPA
2676
Clear Point Advisors
New York
-$482K -7,302 Closed
RFG
2677
RFP Financial Group
Georgia
-$439K -6,646 Closed
FMI
2678
F/M Investments
District of Columbia
-$384K -5,825 Closed
WFA
2679
Wells Financial Advisors
Massachusetts
-$327K -4,960 Closed
WP
2680
WealthPLAN Partners
Nebraska
-$315K -4,769 Closed
MAWA
2681
Moss Adams Wealth Advisors
Washington
-$308K -4,668 Closed
ESBC
2682
E.S. Barr & Co
Kentucky
-$304K -4,610 Closed
MPW
2683
MGO Private Wealth
California
-$304K -4,602 Closed
KHCM
2684
Kirtland Hills Capital Management
Ohio
-$303K -4,597 Closed
PG
2685
Prostatis Group
Maryland
-$290K -4,395 Closed
EBA
2686
Eagle Bay Advisors
New York
-$288K -4,362 Closed
GRR
2687
Golden Reserve Retirement
Ohio
-$286K -4,327 Closed
FRA
2688
Frank Rimerman Advisors
California
-$284K -4,300 Closed
AWM
2689
Alterna Wealth Management
Texas
-$275K -4,170 Closed
TCM
2690
TABR Capital Management
California
-$274K -4,154 Closed
TCWM
2691
Total Clarity Wealth Management
Illinois
-$258K -3,916 Closed
ITC
2692
Inspire Trust Company
Nevada
-$248K -3,761 Closed
WFAG
2693
Worth Financial Advisory Group
North Carolina
-$239K -3,620 Closed
WW
2694
Westshore Wealth
California
-$236K -3,573 Closed
EWA
2695
Emergent Wealth Advisors
New York
-$231K -3,500 Closed
HWMO
2696
Heritage Wealth Management (Ohio)
Ohio
-$229K -3,469 Closed
PWMG
2697
Pinnacle Wealth Management Group
Michigan
-$229K -3,465 Closed
FFG
2698
Foundry Financial Group
New Hampshire
-$225K -3,402 Closed
DP
2699
Denver PWM
Colorado
-$211K -3,398 Closed
LWP
2700
LeClair Wealth Partners
Ohio
-$218K -3,309 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.