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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
CIM
401
CIM Investment Management
Pennsylvania
$17.3M -$161K -2,325 -0.9%
AFA
402
AA Financial Advisors
Ohio
$17.2M +$7.62M +109,808 +76%
GWAM
403
Guardian Wealth Advisors (Minnesota)
Minnesota
$17.1M -$159K -2,295 -0.9%
GGS
404
Galvin Gaustad & Stein
Arizona
$17M +$186K +2,680 +1%
CF
405
Centaurus Financial
California
$16.9M +$1.36M +19,582 +8%
EFM
406
Eley Financial Management
Vermont
$16.9M +$86.6K +1,248 +0.5%
GPA
407
Guidance Point Advisors
Massachusetts
$16.9M +$8.26K +119 +0%
CA
408
CoreCap Advisors
Michigan
$16.8M +$678K +9,772 +4%
MWC
409
MKD Wealth Coaches
Michigan
$16.8M +$1.32M +18,964 +8%
AA
410
Argent Advisors
Louisiana
$16.8M +$335K +4,835 +2%
CNC
411
Citizens & Northern Corp
Pennsylvania
$16.8M -$714K -10,286 -4%
WCM
412
Windsor Capital Management
Arizona
$16.4M -$431K -6,209 -2%
PWM
413
Perigon Wealth Management
California
$16.3M -$2.56M -36,945 -13%
HSWM
414
Hubbell Strickland Wealth Management
Louisiana
$16.2M +$206K +2,963 +1%
APW
415
Acima Private Wealth
Virginia
$16.2M +$7.01K +101 +0%
ACM
416
Advisors Capital Management
New Jersey
$16.1M -$135K -1,952 -0.8%
ET
417
Equitable Trust
Tennessee
$16M -$4.02K -58 -0%
AA
418
Ancora Advisors
Ohio
$16M -$169K -2,433 -1%
AF
419
Apollon Financial
South Carolina
$15.9M +$857K +12,347 +6%
RIS
420
Retirement Income Solutions
Michigan
$15.8M +$73.2K +1,055 +0.5%
LCOV
421
London Company of Virginia
Virginia
$15.8M -$38.5M -555,516 -70%
EF
422
Empowered Funds
Pennsylvania
$15.8M +$16.3M +234,326 New
SP
423
SWS Partners
Ohio
$15.8M -$44.3K -639 -0.3%
CAM
424
Campion Asset Management
Virginia
$15.7M +$766K +11,037 +5%
IWMA
425
Ironwood Wealth Management (Arizona)
Arizona
$15.7M +$98.6K +1,422 +0.6%

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.