We are live on ! Find out more
IJH icon

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
SAA
426
Southeast Asset Advisors
Georgia
$15.7M +$67.2K +969 +0.4%
PP
427
PDS Planning
Ohio
$15.6M +$171K +2,468 +1%
TCM
428
Towercrest Capital Management
Pennsylvania
$15.6M +$707K +10,186 +5%
MFC
429
Mechanics Financial Corp
Ohio
$15.5M -$892K -12,854 -5%
AEPWM
430
Atlantic Edge Private Wealth Management
Florida
$15.5M +$339K +4,881 +2%
DM
431
Diversified Management
Wisconsin
$15.4M +$410K +5,909 +3%
PAG
432
Private Advisory Group
Washington
$15.4M +$3.1M +44,657 +24%
IA
433
IFP Advisors
Florida
$15.3M +$440K +6,349 +3%
ANTB
434
AMG National Trust Bank
Colorado
$15.3M +$3.18M +45,886 +25%
BFP
435
Beacon Financial Planning
Massachusetts
$15.1M +$1.72M +24,755 +12%
HCM
436
Highview Capital Management
Illinois
$15.1M +$1.13M +16,300 +8%
PA
437
Parallel Advisors
California
$15.1M +$1.93M +27,753 +14%
EWA
438
Encompass Wealth Advisors
Oregon
$15.1M +$88.7K +1,279 +0.6%
RSA
439
River Street Advisors
Illinois
$15.1M +$83.8K +1,208 +0.5%
SC
440
Scotia Capital
Ontario, Canada
$15M -$203K -2,920 -1%
CAL
441
Capital Analysts LLC
Pennsylvania
$15M +$277K +3,990 +2%
MWM
442
Marietta Wealth Management
Georgia
$14.9M -$229K -3,302 -1%
CTA
443
Colonial Trust Advisors
South Carolina
$14.8M -$390K -5,622 -3%
JMFC
444
J.M. Forbes & Co
Massachusetts
$14.8M +$159K +2,297 +1%
PCFFS
445
Pacific Center for Financial Services
California
$14.6M -$937K -13,504 -6%
MCWS
446
McKinley Carter Wealth Services
West Virginia
$14.5M -$5.32M -76,680 -26%
KFP
447
KMG Fiduciary Partners
Ohio
$14.5M +$743K +10,712 +5%
MWM
448
Meridian Wealth Management
Kentucky
$14.4M +$74K +1,067 +0.5%
CAG
449
Carroll Advisory Group
Texas
$14.3M +$2.14M +30,819 +17%
KPWG
450
KFA Private Wealth Group
Virginia
$14.3M -$125K -1,801 -0.8%

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.