We are live on ! Find out more
IJH icon

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
TAM
1001
Townsend Asset Management
North Carolina
$3.04M +$57.6K +831 +2%
LL
1002
LPWM LLC
Minnesota
$3.04M +$264K +3,804 +9%
BA
1003
Brightwater Advisory
Florida
$3.02M +$185K +2,668 +6%
MTIC
1004
Missouri Trust & Investment Company
Missouri
$3.02M +$70.4K +1,015 +2%
GWP
1005
Gateway Wealth Partners
Wisconsin
$3M +$1.96M +28,284 +175%
PIA
1006
Perennial Investment Advisors
California
$3M -$326K -4,704 -10%
SGK
1007
Steigerwald Gordon & Koch
Virginia
$2.99M +$27.1K +390 +0.9%
PGWM
1008
Pitti Group Wealth Management
New York
$2.98M +$172K +2,486 +6%
FA
1009
Flagstar Advisors
New York
$2.98M -$720K -10,372 -19%
SF
1010
SWP Financial
California
$2.97M +$44.3K +639 +1%
AFP
1011
Ausdal Financial Partners
Iowa
$2.97M -$30.2K -435 -1%
BA
1012
Ballew Advisors
Mississippi
$2.96M -$139K -1,999 -5%
FWP
1013
Forefront Wealth Partners
Texas
$2.96M +$373K +5,372 +14%
DFA
1014
Delta Financial Advisors
Louisiana
$2.95M
NB
1015
Nicolet Bankshares
Wisconsin
$2.94M +$700K +10,089 +30%
NPFS
1016
Novak & Powell Financial Services
Florida
$2.94M +$93.8K +1,352 +3%
CIC
1017
Carnegie Investment Counsel
Ohio
$2.93M -$214K -3,083 -7%
VIM
1018
Vista Investment Management
Pennsylvania
$2.9M -$19.7K -284 -0.7%
GWM
1019
Geneos Wealth Management
Colorado
$2.89M -$153K -2,206 -5%
TFG
1020
Taylor Financial Group
Virginia
$2.89M +$11.7K +169 +0.4%
CCP
1021
Cushing Capital Partners
Wisconsin
$2.88M +$16.3K +235 +0.6%
ACA
1022
Adirondack Capital Advisors
New York
$2.87M -$104K -1,500 -3%
MWA
1023
Meridian Wealth Advisors
Texas
$2.87M +$1.23M +17,763 +72%
EI
1024
Ellevest Inc
New York
$2.83M -$11K -159 -0.4%
AWP
1025
Ascent Wealth Partners
New York
$2.82M +$120K +1,725 +4%

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.