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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
JSSH
801
J. Safra Sarasin Holding
$5.28M
BWM
802
Brown Wealth Management
Illinois
$5.28M -$911K -13,135 -14%
NDSI
803
Newman Dignan & Sheerar Inc
Rhode Island
$5.27M +$861K +12,418 +19%
MWA
804
Merkkuri Wealth Advisors
New York
$5.27M +$12.9K +186 +0.2%
FMC
805
First Merchants Corp
Indiana
$5.26M -$166K -2,393 -3%
EW
806
Elyxium Wealth
California
$5.26M -$1.03M -14,818 -16%
AIA
807
Armor Investment Advisors
North Carolina
$5.19M -$553K -7,976 -9%
SCG
808
Sonata Capital Group
Washington
$5.19M -$12.8K -185 -0.2%
PTC
809
Private Trust Company
Ohio
$5.14M -$652K -9,400 -11%
BSTWA
810
Blake Schutter Theil Wealth Advisors
Ohio
$5.14M +$370K +5,332 +8%
Fisher Asset Management
811
Fisher Asset Management
Washington
$5.13M +$2.17M +31,334 +70%
NL
812
NEPC LLC
Massachusetts
$5.11M +$9.5K +137 +0.2%
MIM
813
Macroview Investment Management
Maryland
$5.11M +$39.3K +567 +0.8%
FC
814
FCA Corp
Texas
$5.1M -$700K -10,084 -12%
YAIA
815
Yanni & Associates Investment Advisors
Pennsylvania
$5.1M +$50.1K +722 +1%
Susquehanna International Group
816
Susquehanna International Group
Pennsylvania
$5.1M +$5.24M +75,555 New
FPW
817
Flywheel Private Wealth
California
$5.09M -$33K -476 -0.6%
CFG
818
Capital Financial Group
Colorado
$5.07M -$114K -1,650 -2%
BFS
819
Bradley Foster & Sargent
Connecticut
$5.06M -$66K -951 -1%
MBI
820
May Barnhard Investments
Maryland
$5.04M -$44.6K -643 -0.9%
BFA
821
Blueprint Financial Advisors
North Carolina
$5.03M +$578K +8,335 +13%
TPA
822
Trivium Point Advisory
Connecticut
$5.02M -$78.2K -1,127 -1%
FWCM
823
Ferguson Wellman Capital Management
Oregon
$5.01M +$5.15M +74,204 New
SPW
824
Surience Private Wealth
Washington
$5.01M +$5.14M +74,118 New
PPWM
825
PFG Private Wealth Management
Florida
$4.98M +$103K +1,486 +2%

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.