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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
FMII
76
Farmers & Merchants Investments Inc
Nebraska
$127M +$3.69M +53,148 +3%
HC
77
Hamilton Capital
Ohio
$125M +$2.68M +38,618 +2%
WT
78
Whittier Trust
California
$125M +$109K +1,568 +0.1%
BPWM
79
Badgley Phelps Wealth Managers
Washington
$121M +$703K +10,134 +0.6%
FT
80
Fiduciary Trust
Massachusetts
$120M -$2.35M -33,805 -2%
UB
81
UMB Bank
Missouri
$119M -$3.79M -54,704 -3%
MGIA
82
Moneta Group Investment Advisors
Missouri
$117M +$179K +2,583 +0.1%
AIM
83
Acropolis Investment Management
Missouri
$116M -$382K -5,513 -0.3%
BF
84
BOK Financial
Oklahoma
$114M +$413K +5,948 +0.4%
Bessemer Group
85
Bessemer Group
New Jersey
$113M +$2.48M +35,688 +2%
AG
86
AlTi Global
New York
$109M +$1.44M +20,713 +1%
LFS
87
Lutz Financial Services
Nebraska
$108M +$1.39M +20,076 +1%
FLPIM
88
F.L. Putnam Investment Management
Massachusetts
$106M -$2.15M -31,026 -2%
GT
89
Greenleaf Trust
Michigan
$106M -$5.48M -78,954 -5%
KA
90
Klingman & Associates
New York
$105M +$3.01M +43,379 +3%
FIB
91
First Interstate Bank
Montana
$105M +$2.17M +31,235 +2%
DWM
92
Dynasty Wealth Management
Florida
$99.3M +$81.7M +1,177,199 +401%
AWE
93
Avidian Wealth Enterprises
Texas
$98.7M +$27.2M +391,474 +37%
AIA
94
Ally Invest Advisors
North Carolina
$98.6M +$2.94M +42,424 +3%
SFG
95
Sage Financial Group
Pennsylvania
$98.2M +$2.93M +42,182 +3%
HW
96
HORAN Wealth
Ohio
$98.2M +$51.1M +736,440 +100%
CWM
97
Connecticut Wealth Management
Connecticut
$97.4M -$27.6M -398,147 -22%
BPA
98
Beacon Pointe Advisors
California
$97.1M +$64.6M +931,067 +184%
Cambridge Investment Research Advisors
99
Cambridge Investment Research Advisors
Iowa
$96.2M +$19.3M +277,844 +24%
AI
100
Accredited Investors
Minnesota
$95.5M +$108K +1,561 +0.1%

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.