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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
WFA
901
Wellspring Financial Advisors
Ohio
$4.03M +$643K +9,275 +0.7%
KCP
902
Kera Capital Partners
California
$4.02M +$92.7K +1,336 +2%
STA
903
Summit Trail Advisors
New York
$4M -$5.56M -80,129 -58%
S
904
Sachetta
Massachusetts
$3.93M -$70.3K -1,013 -2%
MSWM
905
McGlone Suttner Wealth Management
Wisconsin
$3.93M +$1.46K +21 +0%
VPW
906
Vericrest Private Wealth
Pennsylvania
$3.92M +$21.3K +307 +0.5%
SWA
907
Stratos Wealth Advisors
Ohio
$3.91M +$185K +2,665 +5%
ANC
908
Ames National Corp
Iowa
$3.9M +$171K +2,461 +4%
GI
909
GAMCO Investors
Connecticut
$3.9M -$81.7K -1,178 -2%
CA
910
Claro Advisors
Massachusetts
$3.87M +$185K +2,660 +5%
MWA
911
Madson Wealth Advisors
California
$3.86M +$3.97M +57,224 New
CNWM
912
Clay Northam Wealth Management
California
$3.85M +$371K +5,350 +10%
BB
913
Berkshire Bank
Massachusetts
$3.85M +$1.78M +25,694 +82%
CAN
914
Capital Advisor Network
Indiana
$3.84M +$3.95M +56,872 New
SWM
915
SigFig Wealth Management
California
$3.81M -$109K -1,565 -3%
DWM
916
Dakota Wealth Management
Florida
$3.8M -$29.8K -429 -0.8%
CWM
917
Coral Wealth Management
Florida
$3.79M +$3.9M +56,169 New
SAS
918
Stelac Advisory Services
New York
$3.79M +$1.59M +22,951 +69%
RCP
919
Rothschild Capital Partners
New York
$3.78M +$3.42M +49,248 +726%
HL
920
HeadInvest LLC
Maine
$3.78M -$34K -490 -0.9%
CFA
921
Cahill Financial Advisors
Minnesota
$3.78M +$12.4K +179 +0.3%
BFO
922
Boston Family Office
Massachusetts
$3.77M +$70.6K +1,018 +2%
LAM
923
LOM Asset Management
$3.77M +$103K +1,491 +3%
BFWA
924
Benchmark Financial Wealth Advisors
Florida
$3.76M -$139K -2,002 -3%
PCM
925
Palisade Capital Management
New Jersey
$3.73M +$1.37M +19,818 +56%

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.