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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
WWA
2701
Wingate Wealth Advisors
Massachusetts
-$209K -3,171 Closed
WBG
2702
Wharton Business Group
Pennsylvania
-$203K -3,075 Closed
IIM
2703
InTrack Investment Management
Vermont
-$203K -3,070 Closed
OC
2704
Opal Capital
Florida
-$218K -3,039 Closed
CWP
2705
Concord Wealth Partners
Virginia
-$175K -2,650 Closed
OC
2706
Optima Capital
Oregon
-$152K -2,300 Closed
TPBG
2707
Turning Point Benefit Group
Maryland
-$142K -2,147 Closed
WWM
2708
Woodside Wealth Management
Massachusetts
-$140K -2,125 Closed
MFG
2709
Mendota Financial Group
Wisconsin
-$97.3K -1,475 Closed
NL
2710
Navalign LLC
California
-$97.1K -1,471 Closed
FMTCOCP
2711
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
-$79K -1,201 Closed
MPW
2712
MASECO Private Wealth
-$52.2K -791 Closed
CIA
2713
Cape Investment Advisory
Georgia
-$49.5K -750 Closed
AC
2714
Arjuna Capital
North Carolina
-$41.6K -630 Closed
GAFA
2715
Garton & Associates Financial Advisors
Kentucky
-$39.6K -600 Closed
GAMC
2716
Garner Asset Management Corp
Texas
-$38.9K -590 Closed
CFS
2717
Compass Financial Services
Iowa
-$33.1K -501 Closed
VWWMG
2718
Vermillion & White Wealth Management Group
Pennsylvania
-$26.9K -407 Closed
SA
2719
Strategic Advocates
Utah
-$26.1K -391 Closed
MA
2720
Modus Advisors
Minnesota
-$18.1K -275 Closed
LWM
2721
Lodestone Wealth Management
Washington
-$13.9K -210 Closed
WBWA
2722
William B. Walkup & Associates
South Carolina
-$11.2K -169 Closed
CAIM
2723
Catherine Avery Investment Management
Florida
-$10.2K -155 Closed
EPG
2724
Estate Planners Group
Pennsylvania
-$6.32K -96 Closed
PCM
2725
Palouse Capital Management
Washington
-$4.36K -66 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.