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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
GKIM
1076
GW&K Investment Management
Massachusetts
$2.49M +$167K +2,409 +7%
S
1077
Sunpointe
Missouri
$2.47M +$193K +2,777 +8%
PG
1078
Patten Group
Tennessee
$2.47M -$11.4K -164 -0.4%
JFG
1079
Jefferies Financial Group
New York
$2.45M +$1.77M +25,482 +236%
SPC
1080
Spirepoint Private Client
Florida
$2.44M +$837K +12,068 +50%
LFP
1081
Lakeshore Financial Planning
Michigan
$2.44M
SC
1082
SouthState Corp
Florida
$2.43M -$639K -9,214 -20%
B
1083
Bensler
Washington
$2.42M -$38.6K -556 -2%
AFA
1084
Antonelli Financial Advisors
Michigan
$2.42M -$277 -4 -0%
SAM
1085
Sherman Asset Management
California
$2.41M
FWP
1086
FAS Wealth Partners
Kansas
$2.41M -$44.9K -647 -2%
BFM
1087
Broadview Financial Management
Wisconsin
$2.4M -$10.2K -147 -0.4%
GM
1088
GeoWealth Management
Illinois
$2.39M -$138K -1,985 -5%
DWP
1089
Daymark Wealth Partners
Ohio
$2.39M +$333K +4,797 +16%
TIA
1090
Tiemann Investment Advisors
California
$2.38M -$13.7K -197 -0.6%
TFA
1091
Trinity Financial Advisors
Ohio
$2.37M +$146K +2,105 +6%
EW
1092
Evoke Wealth
California
$2.36M -$73.4K -1,058 -3%
MW
1093
Marble Wealth
Alabama
$2.34M -$229K -3,299 -9%
Mirae Asset Global Investments
1094
Mirae Asset Global Investments
South Korea
$2.31M -$98.4K -1,419 -4%
W
1095
WorthPointe
California
$2.3M -$310K -4,474 -12%
BFW
1096
Brady Family Wealth
Missouri
$2.3M +$123K +1,780 +6%
CWS
1097
Confluence Wealth Services
Pennsylvania
$2.3M -$7.28K -105 -0.3%
GBFG
1098
Gerald Baker Financial Group
Texas
$2.29M +$2.35M +33,899 New
MBTD
1099
Mechanics Bank - Trust Department
California
$2.28M +$189K +2,728 +9%
PIA
1100
Polaris Investment Advisors
Massachusetts
$2.28M -$680K -9,804 -23%

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.