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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
NEAM
376
New England Asset Management
Connecticut
$18.8M +$1.5M +21,615 +8%
MSA
377
Marino Stram & Associates
Massachusetts
$18.7M +$281K +4,049 +1%
Citigroup
378
Citigroup
New York
$18.7M +$344K +4,964 +2%
BW
379
BostonPremier Wealth
Massachusetts
$18.5M +$204K +2,946 +1%
UBS AM
380
UBS AM
Illinois
$18.5M +$13.6M +196,230 +253%
CWAF
381
Core Wealth Advisors (Florida)
Florida
$18.5M +$292K +4,206 +2%
AA
382
ALPS Advisors
Colorado
$18.4M -$8.59M -123,792 -31%
WWM
383
Western Wealth Management
Colorado
$18.3M +$3.69M +53,256 +24%
PAI
384
Pittenger & Anderson Inc
Nebraska
$18.3M +$1.44M +20,753 +8%
AWP
385
Accretive Wealth Partners
New Jersey
$18.2M +$525K +7,566 +3%
CFIA
386
Cantor Fitzgerald Investment Advisors
New York
$18.1M -$521K -7,507 -3%
CF
387
CBM Financial
Texas
$17.9M +$691K +9,968 +4%
RCM
388
Richardson Capital Management
Wisconsin
$17.9M +$33.7K +486 +0.2%
CASB
389
Cape Ann Savings Bank
Massachusetts
$17.9M +$773K +11,140 +4%
EWS
390
Evergreen Wealth Solutions
Pennsylvania
$17.9M +$18.4M +264,695 New
HAS
391
Holland Advisory Services
Florida
$17.9M -$217K -3,121 -1%
Kovitz Investment Group Partners
392
Kovitz Investment Group Partners
Illinois
$17.7M +$3.54M +50,962 +24%
LPAM
393
Lodestar Private Asset Management
California
$17.7M -$89.1K -1,285 -0.5%
CRC
394
Curi RMB Capital
Illinois
$17.6M -$1.95M -28,144 -10%
SB
395
Simmons Bank
Arkansas
$17.5M -$313K -4,507 -2%
BFS
396
Burkett Financial Services
South Carolina
$17.5M -$140K -2,018 -0.8%
IWM
397
IHT Wealth Management
Illinois
$17.5M -$197K -2,844 -1%
SMC
398
Smith, Moore & Co
Missouri
$17.4M +$183K +2,643 +1%
FNBOO
399
First National Bank of Omaha
Nebraska
$17.3M +$1.76M +25,352 +11%
NPF
400
Norris Perne & French
Michigan
$17.3M -$162K -2,338 -0.9%

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.