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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
BWA
576
BlueChip Wealth Advisors
Georgia
$9.35M +$414K +5,972 +5%
Massachusetts Financial Services
577
Massachusetts Financial Services
Massachusetts
$9.35M +$4.88M +70,408 +103%
KFO
578
Kopp Family Office
Minnesota
$9.35M -$9.72M -140,103 -50%
AFG
579
Allegheny Financial Group
Pennsylvania
$9.34M +$145K +2,090 +2%
MWM
580
Mascoma Wealth Management
New Hampshire
$9.34M +$245K +3,531 +3%
AIA
581
Angeles Investment Advisors
California
$9.29M +$9.54M +137,500 New
DJYG
582
David J. Yvars Group
Florida
$9.22M +$24.3K +350 +0.3%
NPT
583
National Philanthropic Trust
Pennsylvania
$9.21M
PWW
584
Pettyjohn Wood & White
Virginia
$9.2M -$41.6K -599 -0.4%
CFG
585
Carr Financial Group
Massachusetts
$9.19M -$1.85M -26,739 -16%
AA
586
Advisory Alpha
Michigan
$9.18M +$386K +5,570 +4%
RIA
587
Richwood Investment Advisors
Ohio
$9.15M +$90K +1,298 +1%
SBH
588
Segall Bryant & Hamill
Illinois
$9.14M
AL
589
Aspiriant LLC
California
$9.12M -$186K -2,684 -2%
OWM
590
Opes Wealth Management
California
$9.11M -$71.2K -1,027 -0.8%
CWA
591
Clarus Wealth Advisors
Arizona
$9.09M -$224K -3,229 -2%
MOS
592
MGO One Seven
Ohio
$8.94M -$2.06M -29,762 -18%
CNBTD
593
Citizens National Bank Trust Department
Mississippi
$8.93M -$63.9K -921 -0.7%
MCM
594
Magnolia Capital Management
New York
$8.89M +$842K +12,145 +10%
GIA
595
GHP Investment Advisors
Colorado
$8.77M -$26.6K -384 -0.3%
SCA
596
Snowden Capital Advisors
New York
$8.73M +$130K +1,868 +1%
TWC
597
TD Waterhouse Canada
Ontario, Canada
$8.72M +$5.17M +74,540 +139%
SWM
598
Spire Wealth Management
Virginia
$8.71M -$901K -12,983 -9%
BOJHT
599
Bank of Jackson Hole Trust
Wyoming
$8.7M -$24.6K -355 -0.3%
UFPG
600
United Financial Planning Group
New York
$8.68M +$124K +1,786 +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.