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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
I
1226
INVST
Indiana
$1.78M +$685K +9,878 +60%
VFS
1227
Valpey Financial Services
New Hampshire
$1.77M +$35K +504 +2%
CA
1228
Cambridge Associates
Massachusetts
$1.76M +$1.81M +26,049 New
MAWCM
1229
Mine & Arao Wealth Creation & Management
California
$1.76M +$3.12K +45 +0.2%
V
1230
VeraBank
Texas
$1.76M
Bank Julius Baer & Co
1231
Bank Julius Baer & Co
Switzerland
$1.76M +$1.8M +26,011 New
MMHP
1232
Murphy Middleton Hinkle & Parker
Georgia
$1.75M +$1.8M +25,926 New
PWS
1233
Proactive Wealth Strategies
Georgia
$1.75M +$894K +12,882 +99%
TIM
1234
Tortoise Investment Management
New York
$1.74M -$9.71K -140 -0.5%
CW
1235
CrossGen Wealth
North Carolina
$1.74M +$10.3K +148 +0.6%
PCA
1236
Prosperity Capital Advisors
Ohio
$1.74M +$242K +3,493 +16%
USCWA
1237
U.S. Capital Wealth Advisors
Texas
$1.74M -$131K -1,888 -7%
RWP
1238
Revolve Wealth Partners
New Jersey
$1.73M -$336K -4,845 -16%
PWS
1239
Pursuit Wealth Strategies
North Carolina
$1.73M -$37.9K -547 -2%
PGAM
1240
Princeton Global Asset Management
New Jersey
$1.73M +$329K +4,738 +23%
SFG
1241
SevenBridge Financial Group
Pennsylvania
$1.72M -$117K -1,686 -7%
Invesco
1242
Invesco
Georgia
$1.72M +$215K +3,100 +14%
ACA
1243
Arsenal Capital Advisors
Pennsylvania
$1.71M +$51.5K +743 +3%
CIEC
1244
Crédit Industriel et Commercial
France
$1.71M +$115K +1,653 +7%
EPW
1245
Endeavor Private Wealth
Kansas
$1.71M -$34.8K -501 -2%
BF
1246
Blankinship & Foster
California
$1.71M -$32.5K -469 -2%
CCM
1247
Condor Capital Management
New Jersey
$1.7M -$21.4K -308 -1%
GWANC
1248
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.7M -$62.8K -906 -3%
TR
1249
Tepp RIA
New Jersey
$1.7M +$226K +3,253 +15%
National Bank of Canada
1250
National Bank of Canada
Quebec, Canada
$1.7M -$1.05M -15,149 -38%

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.