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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
TPWA
976
TRUE Private Wealth Advisors
Oregon
$3.31M -$182K -2,627 -5%
CWM
977
C2C Wealth Management
Arizona
$3.3M -$93.6K -1,349 -3%
EFG
978
Embree Financial Group
Illinois
$3.29M -$7.14K -103 -0.2%
KP
979
Keel Point
Alabama
$3.27M +$367K +5,289 +12%
BFO
980
Biltmore Family Office
North Carolina
$3.26M +$860K +12,400 +34%
GPI
981
General Partner Inc
Pennsylvania
$3.26M
WA
982
Wealth Alliance
New York
$3.24M -$508K -7,318 -13%
WI
983
WrapManager Inc
California
$3.23M -$657K -9,477 -17%
QWM
984
Quadcap Wealth Management
Texas
$3.22M -$1.53K -22 -0%
RWPA
985
Richard W. Paul & Associates
Michigan
$3.22M -$11.4K -165 -0.3%
OC
986
Oakworth Capital
Alabama
$3.22M
SWA
987
SOA Wealth Advisors
New York
$3.21M -$50.4K -726 -2%
TWM
988
TRB Wealth Management
Texas
$3.2M +$3.29M +47,405 New
GSWM
989
Golden State Wealth Management
California
$3.19M -$6.31K -91 -0.2%
WS
990
Wedbush Securities
California
$3.18M +$95.2K +1,372 +3%
SI
991
Stephens Inc
Arkansas
$3.17M -$1.1M -15,901 -25%
BRWA
992
B. Riley Wealth Advisors
Florida
$3.16M -$1.55M -22,321 -32%
BMWM
993
Brown Miller Wealth Management
Virginia
$3.14M -$58.2K -839 -2%
NCM
994
Novare Capital Management
North Carolina
$3.11M -$6.79M -97,883 -68%
JAA
995
Joel Adams & Associates
North Carolina
$3.09M -$395K -5,690 -11%
BMCM
996
Bryn Mawr Capital Management
Pennsylvania
$3.08M -$163K -2,346 -5%
RA
997
RFG Advisory
Alabama
$3.07M +$63.4K +914 +2%
Ensign Peak Advisors
998
Ensign Peak Advisors
Utah
$3.06M
WIA
999
Wetzel Investment Advisors
Indiana
$3.06M -$60.8K -877 -2%
Koshinski Asset Management
1000
Koshinski Asset Management
Illinois
$3.05M +$210K +3,023 +7%

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.