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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
LF
101
Lee Financial
Texas
$94.5M +$309K +4,456 +0.3%
State Street
102
State Street
Massachusetts
$93.7M +$1.15M +16,564 +1%
LW
103
Linscomb Wealth
Texas
$92.2M -$17.2M -248,117 -15%
LWMT
104
Legacy Wealth Management (Tennessee)
Tennessee
$89.4M -$1.79M -25,743 -2%
Nisa Investment Advisors
105
Nisa Investment Advisors
Missouri
$89.2M +$213K +3,077 +0.2%
PA
106
Planning Alternatives
Michigan
$87.8M +$1.85M +26,648 +2%
Fidelity International
107
Fidelity International
Bermuda
$87.5M +$6.01M +86,620 +7%
HI
108
Harbour Investments
Wisconsin
$84.9M +$237K +3,416 +0.3%
M&T Bank
109
M&T Bank
New York
$84.5M -$10.2M -147,731 -11%
WTC
110
WhitTier Trust Company
Nevada
$84.1M +$4.45M +64,147 +6%
BFPW
111
BOK Financial Private Wealth
Colorado
$81.6M -$2.12M -30,560 -2%
AWA
112
Alaska Wealth Advisors
Alaska
$81.3M +$1.91M +27,508 +2%
BP
113
Ballentine Partners
Massachusetts
$79.3M +$80.7K +1,164 +0.1%
Principal Financial Group
114
Principal Financial Group
Iowa
$78.6M +$55M +792,401 +213%
BCWM
115
Bartlett & Co Wealth Management
Ohio
$78.4M +$15.6M +224,632 +26%
CCM
116
Coldstream Capital Management
Washington
$78.2M -$1.04M -14,936 -1%
GIM
117
Goelzer Investment Management
Indiana
$77.8M +$2.15M +30,940 +3%
AllianceBernstein
118
AllianceBernstein
Tennessee
$77.7M -$1.17M -16,918 -1%
LRIA
119
Leonard Rickey Investment Advisors
Washington
$76.4M -$598K -8,620 -0.8%
SOMRS
120
State of Michigan Retirement System
Michigan
$76.4M +$6.72M +96,900 +9%
RWM
121
RKL Wealth Management
Pennsylvania
$75.5M -$8.2M -118,150 -10%
RWB
122
RMR Wealth Builders
New Jersey
$74.9M -$1.74M -25,087 -2%
PRA
123
Pine Ridge Advisers
New York
$73.5M
SWP
124
Stratos Wealth Partners
Ohio
$73.5M +$1.35M +19,527 +2%
MA
125
MCF Advisors
Kentucky
$73.1M +$4.72M +68,030 +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.