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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
MRC
26
Millburn Ridgefield Corp
New York
$559M +$33.9M +489,160 +6%
Jones Financial Companies
27
Jones Financial Companies
Missouri
$549M +$100M +1,442,304 +21%
Financial Engines Advisors
28
Financial Engines Advisors
California
$533M -$22.5M -324,509 -4%
P
29
&Partners
Tennessee
$526M +$54.4M +784,063 +11%
HighTower Advisors
30
HighTower Advisors
Illinois
$522M -$10.1M -145,852 -2%
WANY
31
Wealthspire Advisors (New York)
New York
$521M +$4.61M +66,478 +0.9%
Fifth Third Bancorp
32
Fifth Third Bancorp
Ohio
$500M +$189M +2,724,330 +58%
Pathstone Holdings
33
Pathstone Holdings
New Jersey
$478M +$5.44M +78,483 +1%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$451M +$6.13M +88,401 +1%
SV
35
Starboard Value
New York
$394M +$40.2M +580,000 +11%
BIM
36
Bridges Investment Management
Nebraska
$390M -$16.2M -233,038 -4%
MERSOM
37
Municipal Employees' Retirement System of Michigan
Michigan
$385M +$76.9M +1,108,262 +24%
Cerity Partners
38
Cerity Partners
New York
$383M +$39.3M +565,958 +11%
MCM
39
MAI Capital Management
Ohio
$370M +$3.67M +52,840 +1%
AA
40
Alesco Advisors
New York
$364M +$1.19M +17,136 +0.3%
US Bancorp
41
US Bancorp
Minnesota
$343M -$851K -12,265 -0.2%
Corient Private Wealth
42
Corient Private Wealth
Florida
$329M -$315M -4,534,856 -48%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$328M -$21.7M -313,190 -6%
Creative Planning
44
Creative Planning
Kansas
$327M +$5.41M +77,986 +2%
HNB
45
Huntington National Bank
Ohio
$315M +$3.33M +47,994 New
CWM
46
Circle Wealth Management
New Jersey
$310M -$1.93M -27,786 -0.6%
RMDI
47
R.M. Davis Inc
Maine
$247M +$6.28M +90,540 +3%
Baird Financial Group
48
Baird Financial Group
Wisconsin
$239M +$5.1M +73,506 +2%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$239M -$6.81M -98,102 -3%
Franklin Resources
50
Franklin Resources
California
$212M -$2.27M -32,763 -1%

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.