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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
BHIA
626
Birch Hill Investment Advisors
Massachusetts
$8.02M +$4.44K +64 +0.1%
PCM
627
Pennsylvania Capital Management
Pennsylvania
$7.97M -$36.3K -523 -0.4%
BCM
628
Boltwood Capital Management
California
$7.96M +$57.9K +835 +0.7%
CHC
629
City Holding Co
West Virginia
$7.92M +$509K +7,336 +7%
GFA
630
Godfrey Financial Associates
New York
$7.88M -$21.1K -304 -0.3%
LWMNY
631
Landmark Wealth Management (New York)
New York
$7.81M +$1.54M +22,196 +24%
CPW
632
Crestmont Private Wealth
Texas
$7.81M +$149K +2,142 +2%
LT
633
Legacy Trust
Michigan
$7.79M +$347K +5,001 +5%
LIA
634
Lynx Investment Advisory
District of Columbia
$7.79M +$1.18M +17,036 +17%
FPAS
635
Focus Partners Advisor Solutions
Missouri
$7.77M +$872K +12,576 +12%
PB
636
Pinnacle Bancorp
Nebraska
$7.76M -$105K -1,517 -1%
SSWM
637
Sheets Smith Wealth Management
North Carolina
$7.75M +$272K +3,915 +4%
EWA
638
Exencial Wealth Advisors
Oklahoma
$7.75M +$230K +3,310 +3%
VCM
639
Vision Capital Management
Oregon
$7.68M -$3.38M -48,790 -30%
Chevy Chase Trust
640
Chevy Chase Trust
Maryland
$7.67M -$339K -4,882 -4%
MFA
641
Mayflower Financial Advisors
Massachusetts
$7.64M +$36.6K +528 +0.5%
AWMG
642
Alliance Wealth Management Group
New Jersey
$7.64M +$398K +5,732 +5%
1CP
643
1015 Capital Partners
Pennsylvania
$7.64M +$75.1K +1,082 +1%
PFA
644
Pettinga Financial Advisors
Indiana
$7.63M +$94K +1,355 +1%
BWM
645
Boyd Wealth Management
California
$7.61M +$285K +4,105 +4%
WPC
646
Wedmont Private Capital
Pennsylvania
$7.59M +$252K +3,629 +3%
ALA
647
Atlas Legacy Advisors
California
$7.57M -$73.1K -1,054 -0.9%
CCWA
648
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.55M +$192K +2,763 +3%
NHT
649
New Hampshire Trust
New Hampshire
$7.54M -$393K -5,668 -5%
TH
650
TCTC Holdings
Texas
$7.52M +$231K +3,323 +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.