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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
Prudential Financial
1251
Prudential Financial
New Jersey
$1.7M -$27.7K -400 -2%
AWA
1252
Amplius Wealth Advisors
Pennsylvania
$1.69M -$88.4K -1,274 -5%
TAFW
1253
Tred Avon Family Wealth
Maryland
$1.69M +$89.5K +1,290 +5%
LA
1254
LexAurum Advisors
Kansas
$1.69M +$1.73M +24,958 New
AWM
1255
Atticus Wealth Management
Florida
$1.68M -$237K -3,414 -12%
SCA
1256
Strathmore Capital Advisors
North Carolina
$1.68M +$1M +14,474 +169%
BPC
1257
Bearing Point Capital
Minnesota
$1.67M +$208K +2,995 +14%
AWA
1258
Arete Wealth Advisors
Illinois
$1.67M +$131K +1,886 +8%
AG
1259
Ascent Group
Virginia
$1.66M +$66.9K +965 +4%
MIA
1260
MMBG Investment Advisors
Florida
$1.66M
CCA
1261
Cora Capital Advisors
New Jersey
$1.66M -$52.8K -761 -3%
TGAM
1262
TBH Global Asset Management
Tennessee
$1.66M +$1.7M +24,528 New
CC
1263
Cadinha & Co
Hawaii
$1.66M -$44.5K -642 -3%
SI
1264
Severin Investments
Missouri
$1.65M +$1.26M +18,120 +286%
EPA
1265
Element Pointe Advisors
Florida
$1.65M -$66.7K -962 -4%
IC
1266
Innealta Capital
Texas
$1.65M +$572K +8,242 +51%
PVI
1267
Pine Valley Investments
New Jersey
$1.65M +$95.5K +1,377 +6%
GAA
1268
Global Assets Advisory
Florida
$1.64M +$1.24M +17,927 New
DP
1269
Dearborn Partners
Illinois
$1.64M +$334K +4,816 +25%
SWM
1270
SilverOak Wealth Management
Minnesota
$1.64M +$5.48K +79 +0.3%
TMWM
1271
Taylor & Morgan Wealth Management
Michigan
$1.63M +$32.9K +474 +2%
DSC
1272
Duncker Streett & Co
Missouri
$1.63M
SDWMA
1273
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.62M +$8.53K +123 +0.5%
CCA
1274
Carrera Capital Advisors
Michigan
$1.62M -$32.5K -468 -2%
2WWM
1275
21 West Wealth Management
California
$1.62M

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.