We are live on ! Find out more
IJH icon

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
KWMG
276
King Wealth Management Group
Florida
$27.7M +$701K +10,107 +3%
FMN
277
Financial Management Network
California
$27.6M -$402K -5,792 -1%
KPWS
278
Kestra Private Wealth Services
Texas
$27.6M +$1.89M +27,200 +7%
IFPL
279
Investments & Financial Planning LLC
Kentucky
$27.4M +$102K +1,471 +0.4%
KCM
280
Kanawha Capital Management
Virginia
$27M -$25.4K -366 -0.1%
Thrivent Financial for Lutherans
281
Thrivent Financial for Lutherans
Minnesota
$27M -$4.47M -64,409 -14%
BWIA
282
Bryant Woods Investment Advisors
New York
$26.8M +$971K +14,001 +4%
Brown Advisory
283
Brown Advisory
Maryland
$26.7M +$3.65M +52,678 +15%
VC
284
Vicus Capital
Pennsylvania
$26.5M -$5.16M -74,329 -16%
LP
285
LGL Partners
Pennsylvania
$26.3M +$714K +10,294 +3%
MA
286
Montag & Associates
Georgia
$26.1M +$4.89M +70,529 +22%
PAS
287
Professional Advisory Services
Florida
$26M +$4M +57,650 +18%
SWA
288
Serenus Wealth Advisors
California
$26M +$1.8M +25,993 +7%
TCM
289
Twele Capital Management
Minnesota
$25.9M -$69.4K -1,000 -0.3%
JSW
290
Journey Strategic Wealth
New Jersey
$25.9M -$201K -2,894 -0.7%
AF
291
Advisornet Financial
Minnesota
$25.7M +$4.74M +68,326 +22%
ISB
292
Iowa State Bank
Iowa
$25.7M -$385K -5,543 -1%
BSSFA
293
Baron Silver Stevens Financial Advisors
Florida
$25.5M +$412K +5,939 +2%
AQR Capital Management
294
AQR Capital Management
Connecticut
$25.2M +$7.96M +114,723 +43%
WFA
295
West Financial Advisors
Iowa
$25.2M +$722K +10,401 +3%
IF
296
Ironwood Financial
Arizona
$25M +$203K +2,929 +0.8%
ATC
297
Argent Trust Co
Tennessee
$25M +$716K +10,315 +3%
SWP
298
Sagespring Wealth Partners
Tennessee
$24.7M -$1.17M -16,847 -4%
TCBWMS
299
Texas Capital Bank Wealth Management Services
Texas
$24.6M -$608K -8,769 -2%
FWA
300
FSM Wealth Advisors
Ohio
$24.6M +$1.52M +21,944 +6%

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.