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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
CPRPA
1051
Cerity Partners Retirement Plan Advisors
New York
$2.66M +$2.81M +40,542 New
ATWA
1052
Arbor Trust Wealth Advisors
Michigan
$2.65M -$98.5K -1,420 -3%
DPI
1053
Diversified Portfolios Inc
Michigan
$2.64M -$138K -1,985 -5%
FCA
1054
FLC Capital Advisors
California
$2.64M -$148K -2,134 -5%
TWG
1055
The Wealth Group
Minnesota
$2.64M -$135K -1,950 -5%
CFG
1056
Cosner Financial Group
Colorado
$2.6M -$107K -1,538 -4%
SYBT
1057
Stock Yards Bank & Trust
Kentucky
$2.6M +$45.6K +658 +2%
OFG
1058
Oxford Financial Group
Indiana
$2.59M -$83.6K -1,205 -3%
ML
1059
MLP3 LLC
New Jersey
$2.58M +$50.9K +734 +2%
FG
1060
Fairman Group
Pennsylvania
$2.58M +$24.1K +348 +0.9%
ST
1061
Sentinel Trust
Texas
$2.57M +$2.64M +38,100 New
NEPWA
1062
New England Private Wealth Advisors
Massachusetts
$2.56M -$483K -6,963 -16%
SAM
1063
Smartleaf Asset Management
Massachusetts
$2.56M +$455K +6,555 +20%
OC
1064
Opinicus Capital
Florida
$2.55M +$37.7K +544 +1%
RWM
1065
Rockwood Wealth Management
Pennsylvania
$2.55M -$279K -4,023 -10%
TW
1066
Towerpoint Wealth
California
$2.54M +$62.1K +895 +2%
GC
1067
Gilbert & Cook
Iowa
$2.54M -$17.3K -250 -0.7%
GHA
1068
GW Henssler & Associates
Georgia
$2.54M +$135K +1,948 +5%
FHC
1069
First Heartland Consultants
Missouri
$2.52M +$329K +4,749 +15%
CBT
1070
CoreFirst Bank & Trust
Kansas
$2.52M -$169K -2,438 -6%
SC
1071
Sapient Capital
Indiana
$2.51M +$32.3K +465 +1%
SW
1072
SVB Wealth
Massachusetts
$2.51M -$382K -5,505 -13%
LOWM
1073
Laurel Oak Wealth Management
New Jersey
$2.51M -$466K -6,721 -15%
QCM
1074
QRG Capital Management
Illinois
$2.5M -$123K -1,776 -5%
ASW
1075
Astoria Strategic Wealth
Texas
$2.5M +$9.78K +141 +0.4%

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.