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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
PJSIMP
1101
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.27M +$136K +1,967 +6%
FA
1102
Fiducient Advisors
Illinois
$2.27M -$3.3M -47,556 -59%
TP
1103
Tranquility Partners
Tennessee
$2.27M +$65.2K +940 +3%
HSWS
1104
Higgins & Schmidt Wealth Strategies
Colorado
$2.27M -$56.5K -815 -2%
WOSD
1105
WFA of San Diego
California
$2.26M +$2.57K +37 +0.1%
TIAM2
1106
Tru Independence Asset Management 2
Oregon
$2.26M +$83.9K +1,210 +4%
BFC
1107
Bedel Financial Consulting
Indiana
$2.26M +$45.9K +661 +2%
GA
1108
Greenspring Advisors
Maryland
$2.25M -$55.1K -794 -2%
HCA
1109
Harbour Capital Advisors
Virginia
$2.24M -$5.9K -85 -0.3%
JSC
1110
Jackson Square Capital
California
$2.24M +$2.3M +33,170 New
HIA
1111
HTG Investment Advisors
Connecticut
$2.23M -$680K -9,806 -23%
HCC
1112
Hirtle Callaghan & Co
Pennsylvania
$2.23M -$1.04M -15,049 -31%
SIA
1113
SeaBridge Investment Advisors
New Jersey
$2.23M -$1.43M -20,549 -38%
EB
1114
Exchange Bank
California
$2.22M +$42.7K +615 +2%
MWM
1115
MY Wealth Management
Maryland
$2.22M +$175K +2,518 +7%
FPCP
1116
Fort Point Capital Partners
California
$2.21M +$213K +3,067 +10%
OE
1117
OFS Enterprise
Nebraska
$2.2M +$2.26M +32,579 New
LWL
1118
Leo Wealth LLC
Texas
$2.2M -$38.2K -551 -2%
AIA
1119
Arcadia Investment Advisors
Idaho
$2.2M -$47.1K -679 -2%
IA
1120
IFC Advisors
California
$2.19M
LWM
1121
Lyell Wealth Management
California
$2.19M -$76.3K -1,100 -3%
LC
1122
LCNB Corp
Ohio
$2.18M +$37.3K +538 +2%
CSIC
1123
Clifford Swan Investment Counsel
California
$2.18M
CA
1124
Continuum Advisory
Idaho
$2.18M -$5.83K -84 -0.3%
SG
1125
StoneX Group
New York
$2.18M -$2.57M -37,060 -53%

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.