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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
ITC
2701
Inspire Trust Company
Nevada
-$248K -3,761 Closed
WFAG
2702
Worth Financial Advisory Group
North Carolina
-$239K -3,620 Closed
WW
2703
Westshore Wealth
California
-$236K -3,573 Closed
EWA
2704
Emergent Wealth Advisors
New York
-$231K -3,500 Closed
HWMO
2705
Heritage Wealth Management (Ohio)
Ohio
-$229K -3,469 Closed
PWMG
2706
Pinnacle Wealth Management Group
Michigan
-$229K -3,465 Closed
FFG
2707
Foundry Financial Group
New Hampshire
-$225K -3,402 Closed
DP
2708
Denver PWM
Colorado
-$211K -3,398 Closed
LWP
2709
LeClair Wealth Partners
Ohio
-$218K -3,309 Closed
BFA
2710
Bridgelight Financial Advisors
Connecticut
-$213K -3,231 Closed
WWA
2711
Wingate Wealth Advisors
Massachusetts
-$209K -3,171 Closed
WBG
2712
Wharton Business Group
Pennsylvania
-$203K -3,075 Closed
IIM
2713
InTrack Investment Management
Vermont
-$203K -3,070 Closed
OC
2714
Opal Capital
Florida
-$218K -3,039 Closed
CWP
2715
Concord Wealth Partners
Virginia
-$175K -2,650 Closed
OC
2716
Optima Capital
Oregon
-$152K -2,300 Closed
TPBG
2717
Turning Point Benefit Group
Maryland
-$142K -2,147 Closed
WWM
2718
Woodside Wealth Management
Massachusetts
-$140K -2,125 Closed
MFG
2719
Mendota Financial Group
Wisconsin
-$97.3K -1,475 Closed
NL
2720
Navalign LLC
California
-$97.1K -1,471 Closed
FMTCOCP
2721
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
-$79K -1,201 Closed
MPW
2722
MASECO Private Wealth
-$52.2K -791 Closed
CIA
2723
Cape Investment Advisory
Georgia
-$49.5K -750 Closed
AC
2724
Arjuna Capital
North Carolina
-$41.6K -630 Closed
GAFA
2725
Garton & Associates Financial Advisors
Kentucky
-$39.6K -600 Closed

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.