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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
PWA
826
Provenance Wealth Advisors
Florida
$4.96M -$912K -13,144 -15%
MG
827
Mather Group
Illinois
$4.94M -$34.1K -491 -0.7%
VFP
828
Vilga Financial Planning
New Jersey
$4.93M +$680K +9,805 +15%
GCA
829
Greenwood Capital Associates
South Carolina
$4.93M -$2.5M -36,050 -33%
BWM
830
Birchcreek Wealth Management
Ohio
$4.92M +$131K +1,893 +3%
TCOO
831
Trust Company of Oklahoma
Oklahoma
$4.92M +$39.1K +564 +0.8%
WWA
832
WCG Wealth Advisors
Nevada
$4.9M +$390K +5,625 +8%
ODIJL
833
One Day In July LLC
Vermont
$4.9M -$73.8K -1,064 -1%
Betterment LLC
834
Betterment LLC
New York
$4.86M +$1.04M +15,034 +26%
FFS
835
Fortress Financial Solutions
Arizona
$4.83M -$148K -2,133 -3%
TF
836
Tenzing Financial
Virginia
$4.83M +$502K +7,236 +12%
CWM
837
Cranbrook Wealth Management
Michigan
$4.83M -$197K -2,841 -4%
JRSI
838
Jeter Robert S II
$4.81M +$4.51M +64,977 New
BWP
839
BSW Wealth Partners
Colorado
$4.78M -$82.3K -1,187 -2%
QFA
840
Quattro Financial Advisors
Texas
$4.77M -$2.27M -32,755 -32%
CBT
841
Central Bank & Trust
Kentucky
$4.74M +$350K +5,047 +8%
NS
842
NBC Securities
Alabama
$4.73M -$35.8K -516 -0.7%
JIP
843
Jaffetilchin Investment Partners
Florida
$4.72M -$3.47K -50 -0.1%
MPWS
844
McCarter Private Wealth Services
Massachusetts
$4.7M -$547K -7,891 -10%
GFWA
845
Grey Fox Wealth Advisors
Delaware
$4.67M +$522K +7,532 +12%
FFS
846
Founders Financial Securities
Maryland
$4.66M -$900K -12,969 -16%
LF
847
LifeSteps Financial
California
$4.66M +$386K +5,559 +9%
SFP
848
Sterling Financial Planning
New Jersey
$4.66M -$128K -1,844 -3%
CAI
849
Capital Advisors Inc
Oklahoma
$4.61M +$27.4K +395 +0.6%
CAM
850
Cozad Asset Management
Illinois
$4.58M +$69.8K +1,006 +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.