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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
BWM
1401
Bernard Wealth Management
Michigan
$1.24M -$2.57K -37 -0.2%
TCM
1402
Tufton Capital Management
Maryland
$1.23M +$60.3K +869 +5%
HCA
1403
Heck Capital Advisors
Wisconsin
$1.23M -$144K -2,074 -10%
VAG
1404
VisionPoint Advisory Group
Texas
$1.23M +$31.5K +454 +3%
LWM
1405
Latko Wealth Management
Illinois
$1.23M +$65.3K +941 +5%
AFO
1406
Allie Family Office
Florida
$1.22M
ETC
1407
Exchange Traded Concepts
Oklahoma
$1.22M -$177K -2,550 -12%
OPAM
1408
Ocean Park Asset Management
California
$1.22M -$175K -2,520 -12%
CPA
1409
Cathy Pareto & Associates
Florida
$1.21M +$21.7K +313 +2%
EAM
1410
Empirical Asset Management
Massachusetts
$1.21M -$41.1K -592 -3%
RWS
1411
Retirement Wealth Solutions
Wisconsin
$1.2M -$4.44K -64 -0.4%
JFG
1412
JMG Financial Group
Illinois
$1.2M +$20.4K +294 +2%
RCP
1413
Roan Capital Partners
Tennessee
$1.2M +$1.23M +17,773 New
CCM
1414
Crew Capital Management
Ohio
$1.2M -$85.5K -1,233 -7%
PIMG
1415
Patriot Investment Management Group
Tennessee
$1.19M -$14.9K -215 -1%
DW
1416
Dodds Wealth
Colorado
$1.19M -$154K -2,216 -11%
EFP
1417
EnRich Financial Partners
Wisconsin
$1.19M -$832 -12 -0.1%
WTA
1418
Washington Trust Advisors
Massachusetts
$1.18M -$12.5K -180 -1%
EIA
1419
Edgemoor Investment Advisors
Maryland
$1.17M +$45.3K +653 +4%
CKAIS
1420
Christensen King & Associates Investment Services
Washington
$1.17M -$10.3K -149 -0.9%
SPWM
1421
Smith Partners Wealth Management
North Carolina
$1.17M +$68.3K +984 +6%
WP
1422
Wealthspan Partners
Iowa
$1.17M -$70.1K -1,010 -6%
CIA
1423
Compass Ion Advisors
Pennsylvania
$1.17M +$69 +1 +0%
MCA
1424
Magnolia Capital Advisors
Mississippi
$1.16M -$88.1K -1,270 -7%
GPA
1425
Garrison Point Advisors
California
$1.16M +$694 +10 +0.1%

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.