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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
TA
526
Tectonic Advisors
Texas
$11.3M +$229K +3,301 +2%
CI
527
CX Institutional
Indiana
$11.3M +$208K +2,994 +2%
CGFA
528
Colton Groome Financial Advisors
North Carolina
$11.2M +$632K +9,116 +6%
LKWM
529
Lee-Kelleher Wealth Management
Maryland
$11.2M +$449K +6,472 +4%
PS
530
Principal Securities
Iowa
$11.1M +$859K +12,380 +8%
EB
531
Eastern Bank
Massachusetts
$11M -$443K -6,392 -4%
IA
532
IFS Advisors
Kansas
$11M -$49.5K -713 -0.4%
EIP
533
Ellis Investment Partners
Pennsylvania
$11M +$327K +4,716 +3%
ACA
534
Affinity Capital Advisors
California
$11M +$164K +2,360 +1%
TA
535
TruWealth Advisors
Louisiana
$10.9M +$18.9K +273 +0.2%
PWM
536
Partnership Wealth Management
Maryland
$10.9M -$482K -6,947 -4%
KWM
537
Kingsview Wealth Management
Oregon
$10.9M +$333K +4,797 +3%
SAM
538
Smithbridge Asset Management
Pennsylvania
$10.8M -$8.76M -126,265 -44%
VRM
539
Vectors Research Management
New York
$10.8M +$2.3M +33,136 +26%
SAI
540
Savvy Advisors Inc
New York
$10.7M +$443K +6,389 +4%
CAC
541
Certified Advisory Corp
Florida
$10.6M -$252K -3,632 -2%
VA
542
VestGen Advisors
Illinois
$10.6M +$5.63M +81,099 +128%
RPC
543
Rossmore Private Capital
Connecticut
$10.6M -$247K -3,560 -2%
HHWM
544
Hiley Hunt Wealth Management
Nebraska
$10.5M +$270K +3,899 +3%
PCIA
545
Prime Capital Investment Advisors
Kansas
$10.5M +$387K +5,580 +4%
PBF
546
Petix & Botte Financial
California
$10.5M -$6.04M -87,132 -53%
VNT
547
Vanguard National Trust
Pennsylvania
$10.5M +$10.8M +155,049 New
CFFNO
548
Common Fund For Nonprofit Organizations
Connecticut
$10.5M +$25.2K +363 +0.2%
TCG
549
Transcendent Capital Group
Oklahoma
$10.4M +$2.67M +38,529 +33%
SW
550
StrongBox Wealth
Missouri
$10.3M -$2.35M -33,895 -18%

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.