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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
AWM
251
Altus Wealth Management
Kentucky
$30.6M +$6.56M +94,578 +26%
4WM
252
49 Wealth Management
Texas
$30.4M +$3.5M +50,412 +13%
Barclays
253
Barclays
United Kingdom
$30.2M +$30.2M +435,102 +3,499%
EH
254
Equitable Holdings
New York
$30M +$2.81M +40,495 +3%
JFGIW
255
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$29.9M +$754K +10,863 +3%
SC
256
Savant Capital
Illinois
$29.9M -$718K -10,344 -2%
1SB
257
1ST Source Bank
Indiana
$29.6M +$3.17M +45,755 +12%
Fiera Capital (Canada)
258
Fiera Capital (Canada)
Quebec, Canada
$29.6M -$8.46M -122,027 -22%
CWMK
259
Caliber Wealth Management (Kansas)
Kansas
$29.5M +$2.04M +29,378 +7%
VA
260
Vestwell Advisors
New York
$29.5M
SF
261
Summit Financial
New Jersey
$29.5M +$289K +4,163 +1%
GIA
262
Gladstone Institutional Advisory
Florida
$29.4M +$1.27M +18,376 +4%
MYIA
263
Mount Yale Investment Advisors
Colorado
$28.9M +$7.88M +113,633 +36%
ACGA
264
Atlanta Consulting Group Advisors
Georgia
$28.9M +$8.56M +123,459 +41%
Retirement Systems of Alabama
265
Retirement Systems of Alabama
Alabama
$28.8M
RC
266
Randolph Company
Ohio
$28.8M +$26.8K +386 +0.1%
OSNBOA
267
Old Second National Bank of Aurora
Illinois
$28.7M -$2.72M -39,151 -8%
RDFA
268
Ritter Daniher Financial Advisory
Ohio
$28.6M -$148K -2,137 -0.5%
EWA
269
EP Wealth Advisors
California
$28.4M -$4.43M -63,861 -13%
SA
270
Sanctuary Advisors
Indiana
$28.3M +$1.11M +15,954 +4%
NRI
271
NFP Retirement Inc
California
$28.2M +$4.03M +58,041 +16%
MAM
272
Mullooly Asset Management
New Jersey
$28.1M -$408K -5,883 -1%
WAS
273
Wealth Advisory Solutions
Indiana
$28.1M -$566K -8,165 -2%
CFP
274
Catalyst Financial Partners
Massachusetts
$28M -$1.31M -18,945 -4%
NW
275
NewEdge Wealth
Pennsylvania
$27.7M +$3.54M +50,977 +14%

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.