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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
NB
876
NBT Bank
New York
$4.24M -$54.5K -785 -1%
CPC
877
Cadia Private Client
New Jersey
$4.22M -$243K -3,507 -5%
FSAG
878
Financial Solutions Advisory Group
Illinois
$4.22M +$4.34M +62,496 New
KWA
879
Kingswood Wealth Advisors
California
$4.22M -$448K -6,465 -9%
AWP
880
Astra Wealth Partners
New Jersey
$4.21M +$246K +3,552 +6%
CI
881
Cambiar Investors
Colorado
$4.2M +$1.14M +16,486 +36%
JIC
882
Joel Isaacson & Co
New York
$4.18M +$166K +2,398 +4%
PMG
883
ProVise Management Group
Florida
$4.17M -$94.6K -1,364 -2%
IJWM
884
Inman Jager Wealth Management
Mississippi
$4.14M -$56.8K -819 -1%
ATS
885
Ashton Thomas Securities
New York
$4.13M +$4.24M +61,144 New
NP
886
Nilsine Partners
Colorado
$4.13M -$210K -3,024 -5%
RWA
887
River Wealth Advisors
Pennsylvania
$4.12M -$23.7K -341 -0.6%
LPT
888
Legacy Private Trust
Wisconsin
$4.12M -$755K -10,888 -15%
G
889
GenTrust
Florida
$4.1M +$15.6K +225 +0.4%
TW
890
ticino wealth
California
$4.1M -$230K -3,319 -6%
HOWA
891
Hudson Oak Wealth Advisory
New Jersey
$4.09M +$160K +2,310 +4%
HWM
892
HighMark Wealth Management
Minnesota
$4.09M +$183K +2,632 +5%
R
893
Rebalance
California
$4.08M -$12.8K -184 -0.3%
VFP
894
Verus Financial Partners
Virginia
$4.08M -$61.3K -884 -2%
FF
895
Fluent Financial
Texas
$4.05M +$6.87K +99 +0.2%
CGPCS
896
Capital Group Private Client Services
California
$4.05M +$127K +1,836 +3%
BWG
897
Balanced Wealth Group
Ohio
$4.05M +$356K +5,128 +9%
NDBT
898
North Dallas Bank & Trust
Texas
$4.04M +$549K +7,909 +15%
GWS
899
Greykasell Wealth Strategies
California
$4.04M -$76.9K -1,108 -2%
FSG
900
Financial Strategies Group
Michigan
$4.04M -$50.2K -723 -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.