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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
CNB
951
Camden National Bank
Maine
$3.55M -$111K -1,596 -3%
FPCG
952
Forum Private Client Group
Indiana
$3.55M -$561K -8,091 -13%
CSF
953
Capital Squared Financial
Maryland
$3.54M -$61.1K -881 -2%
VCA
954
Verdence Capital Advisors
Maryland
$3.53M +$363K +5,237 +11%
EV
955
EJMK Ventures
Illinois
$3.52M +$1.14M +16,464 +46%
GI
956
Gradient Investments
Minnesota
$3.52M +$1.28M +18,523 +55%
PFW
957
Petros Family Wealth
Minnesota
$3.51M +$299K +4,314 +9%
CP
958
Clarendon Private
Massachusetts
$3.5M +$1.2M +17,364 +50%
CF
959
Convergence Financial
Missouri
$3.46M -$215K -3,098 -6%
NWP
960
NerdWallet Wealth Partners
New York
$3.45M +$2.16M +31,088 +155%
FWM
961
ForthRight Wealth Management
Georgia
$3.44M +$6.04K +87 +0.2%
EWA
962
EverSource Wealth Advisors
Alabama
$3.43M +$87.3K +1,258 +3%
IF
963
Intrua Financial
Texas
$3.42M -$943K -13,599 -21%
BRM
964
Boston Research & Management
Massachusetts
$3.41M -$126K -1,823 -3%
CAAM
965
Cornerstone Advisors Asset Management
Pennsylvania
$3.41M -$33.2K -478 -0.9%
FTC
966
Farmers Trust Company
Ohio
$3.39M -$6.94K -100 -0.2%
BFG
967
Beto Financial Group
Idaho
$3.37M -$2.01M -28,924 -39%
SFS
968
Sowell Financial Services
Arkansas
$3.36M -$185K -2,663 -5%
CA
969
Crumly & Associates
Illinois
$3.36M -$5.62K -81 -0.2%
MWM
970
MOR Wealth Management
Pennsylvania
$3.35M -$13.3K -191 -0.4%
CFFP
971
Center for Financial Planning
Michigan
$3.34M -$29.5K -425 -0.9%
SAM
972
Securian Asset Management
Minnesota
$3.34M -$20.8K -300 -0.6%
BONH
973
Bank of New Hampshire
New Hampshire
$3.34M +$61.1K +881 +2%
NWM
974
Nolet Wealth Management
Texas
$3.32M +$828K +11,932 +32%
PPF
975
Pacific Park Financial
California
$3.31M +$332K +4,784 +11%

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.