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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
HWM
476
HB Wealth Management
Georgia
$13.1M +$977K +14,082 +8%
AWM
477
AAF Wealth Management
Massachusetts
$13M +$88.1K +1,270 +0.7%
IC
478
IEQ Capital
California
$13M -$136K -1,964 -1%
MWP
479
Madison Wealth Partners
Wisconsin
$13M -$137K -1,981 -1%
TWP
480
Tower Wealth Partners
Pennsylvania
$12.8M -$57K -822 -0.4%
TCM
481
Telos Capital Management
California
$12.8M +$299K +4,309 +2%
HR
482
Hardy Reed
Mississippi
$12.8M +$3.81K +55 +0%
WFAG
483
Wescott Financial Advisory Group
Pennsylvania
$12.7M +$1.67K +24 +0%
OSAM
484
O'Shaughnessy Asset Management
Connecticut
$12.7M +$1.92M +27,682 +17%
DAS
485
Dynamic Advisor Solutions
Arizona
$12.7M +$190K +2,743 +1%
GA
486
GFS Advisors
Texas
$12.6M -$461K -6,640 -3%
GVAG
487
Great Valley Advisor Group
Delaware
$12.5M +$4.87M +70,240 +61%
MPCG
488
Matrix Private Capital Group
New York
$12.4M +$844K +12,164 +7%
AIP
489
Ameritas Investment Partners
Nebraska
$12.4M -$656K -9,459 -5%
FHA
490
Flagship Harbor Advisors
Massachusetts
$12.4M +$1.15M +16,587 +10%
ONB
491
Old National Bancorp
Indiana
$12.4M -$1.41M -20,277 -10%
PIAS
492
PCA Investment Advisory Services
Ohio
$12.4M +$1.11M +15,946 +10%
IAN
493
Integrated Advisors Network
Texas
$12.4M -$1.58M -22,761 -11%
NGA
494
Naples Global Advisors
Florida
$12.4M +$52.5K +757 +0.4%
APW
495
Alliance Private Wealth
Massachusetts
$12.3M +$65.6K +945 +0.5%
TIAA Trust, National Association
496
TIAA Trust, National Association
North Carolina
$12.3M -$64.8M -934,026 -84%
RP
497
Rice Partnership
Hawaii
$12.2M +$1.01M +14,521 +9%
GC
498
Grimes & Company
Massachusetts
$12.1M +$53.1K +765 +0.4%
SQA
499
Simon Quick Advisors
New Jersey
$12.1M -$216K -3,116 -2%
MWM
500
Mission Wealth Management
California
$12.1M +$305K +4,403 +3%

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.