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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
COPPSERS
551
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$10.3M +$4.02M +57,890 +61%
TF
552
Tompkins Financial
New York
$10.3M -$1.31M -18,899 -11%
ISWM
553
Independent Solutions Wealth Management
New York
$10.2M +$1.07M +15,411 +11%
1NWS
554
1 North Wealth Services
Maryland
$10.2M -$273K -3,934 -3%
SIM
555
Stratos Investment Management
Ohio
$10.2M -$126K -1,819 -1%
PWA
556
Physician Wealth Advisors
Utah
$10M +$137K +1,980 +1%
TSWM
557
Triangle Securities Wealth Management
North Carolina
$10M -$8.89M -128,151 -46%
SFMG
558
Sage Financial Management Group
Virginia
$10M +$241K +3,471 +2%
SCTC
559
Sanibel Captiva Trust Company
Florida
$9.98M +$3.44M +49,658 +51%
AFS
560
Aft Forsyth & Sober
Florida
$9.95M -$52K -750 -0.5%
CIA
561
Choate Investment Advisors
Massachusetts
$9.9M -$29.8K -429 -0.3%
JE
562
JMAC Enterprises
Pennsylvania
$9.9M +$291K +4,195 +3%
AI
563
Atria Investments
North Carolina
$9.87M -$372K -5,362 -4%
LGA
564
Lebenthal Global Advisors
New York
$9.86M +$334K +4,818 +3%
Kayne Anderson Rudnick Investment Management
565
Kayne Anderson Rudnick Investment Management
California
$9.83M -$3.02M -43,519 -23%
EWM
566
Evercore Wealth Management
New York
$9.81M -$492K -7,088 -5%
ABC
567
Associated Banc-Corp
Wisconsin
$9.8M +$137K +1,974 +1%
DC
568
Destiny Capital
Colorado
$9.73M -$140K -2,016 -1%
SW
569
SlateStone Wealth
Florida
$9.71M +$447K +6,437 +5%
NAM
570
NTV Asset Management
West Virginia
$9.61M -$392K -5,647 -4%
WIA
571
World Investment Advisors
California
$9.6M -$501K -7,217 -5%
FCBT
572
First Citizens Bank & Trust
North Carolina
$9.5M -$1.33M -19,162 -12%
PI
573
Pachira Investments
California
$9.45M -$425K -6,133 -4%
WB
574
WesBanco Bank
West Virginia
$9.44M -$515K -7,422 -5%
RSVP
575
Ramsay Stattman Vela & Price
Colorado
$9.39M +$66.5K +958 +0.7%

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.