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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
DCM
601
Donaldson Capital Management
Indiana
$8.64M +$706K +10,176 +9%
PWA
602
Perspective Wealth Advisors
Colorado
$8.63M +$594K +8,566 +7%
AFO
603
Arrowroot Family Office
California
$8.6M +$202K +2,913 +2%
MFG
604
Merit Financial Group
Georgia
$8.57M +$546K +7,871 +7%
AIMC
605
Alley Investment Management Company
Illinois
$8.54M -$89.3K -1,288 -1%
PWP
606
Precedent Wealth Partners
Texas
$8.53M +$67.5K +973 +0.8%
MIM
607
MetLife Investment Management
New Jersey
$8.53M -$135K -1,950 -2%
TW
608
Tempo Wealth
Ohio
$8.53M +$1.08M +15,565 +14%
GWMR
609
GC Wealth Management RIA
Massachusetts
$8.46M +$14.4K +208 +0.2%
AF
610
ASL Financial
California
$8.44M -$136K -1,964 -2%
PBO
611
Peoples Bank (Ohio)
Ohio
$8.44M -$191K -2,759 -2%
BTWM
612
Baker Tilly Wealth Management
Wisconsin
$8.42M +$1.47M +21,119 +20%
SIAM
613
Sterling Investment Advisors (Missouri)
Missouri
$8.4M -$25.1K -362 -0.3%
MF
614
Montis Financial
Massachusetts
$8.38M -$57.4K -827 -0.7%
CWA
615
Cascade Wealth Advisors
Washington
$8.35M +$219K +3,162 +3%
HI
616
Horizon Investments
North Carolina
$8.28M +$4.32M +62,316 +103%
RIG
617
RiverFront Investment Group
Virginia
$8.22M +$1.42M +20,434 +20%
EFS
618
Econ Financial Services
Pennsylvania
$8.16M -$2.98M -43,028 -26%
FPW
619
Flagship Private Wealth
Massachusetts
$8.14M -$105K -1,509 -1%
NL
620
NWAM LLC
Washington
$8.13M +$230K +3,312 +3%
SCA
621
Sandy Cove Advisors
Massachusetts
$8.12M +$2.22M +31,972 +36%
State of Wisconsin Investment Board
622
State of Wisconsin Investment Board
Wisconsin
$8.11M -$2.76M -39,840 -25%
IWM
623
Inlight Wealth Management
Georgia
$8.05M +$2.41M +34,766 +41%
PSCM
624
Per Stirling Capital Management
Texas
$8.05M -$6.06M -87,303 -42%
MB
625
MidFirst Bank
Oklahoma
$8.03M -$83.7K -1,207 -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.