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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
RWIA
1426
Roger Wittlin Investment Advisory
California
$1.16M +$2.77K +40 +0.2%
CCWM
1427
Cassaday & Co Wealth Management
Virginia
$1.16M -$75.2K -1,084 -6%
UWM
1428
Urban Wealth Management
California
$1.16M -$62.1K -895 -5%
TWM
1429
Thrive Wealth Management
Pennsylvania
$1.16M -$13K -187 -1%
PWG
1430
Private Wealth Group
Florida
$1.15M
CAG
1431
Csenge Advisory Group
Florida
$1.15M -$378K -5,451 -24%
DWM
1432
Daner Wealth Management
Georgia
$1.15M
BMWS
1433
Brady Martz Wealth Solutions
North Dakota
$1.15M +$643K +9,267 +119%
CFO
1434
Collective Family Office
Pennsylvania
$1.14M -$45.2K -651 -4%
IAS
1435
Insigneo Advisory Services
Florida
$1.14M -$221K -3,191 -16%
OWP
1436
ORG Wealth Partners
Texas
$1.14M +$49.2K +709 +4%
CCM
1437
Colorado Capital Management
Colorado
$1.14M
NHC
1438
Nicholas Hoffman & Company
Georgia
$1.14M +$347 +5 +0%
BPWM
1439
BCS Private Wealth Management
New Jersey
$1.13M -$313K -4,510 -21%
RRA
1440
Round Rock Advisors
Connecticut
$1.13M -$10.3K -149 -0.9%
BFA
1441
Buttonwood Financial Advisors
Maryland
$1.12M -$11.4K -164 -1%
VAI
1442
Vanguard Advisers Inc
Pennsylvania
$1.12M +$1.15M +16,635 New
CL
1443
COWA LLC
Oklahoma
$1.12M -$69.4K -1,000 -6%
CPCM
1444
Cardinal Point Capital Management
Ontario, Canada
$1.12M +$874K +12,600 +314%
PWP
1445
Principle Wealth Partners
Connecticut
$1.12M
VWM
1446
Venturi Wealth Management
Texas
$1.12M -$164K -2,358 -12%
CAM
1447
Costello Asset Management
Pennsylvania
$1.12M -$25K -360 -2%
PP
1448
Patten & Patten
Tennessee
$1.11M -$2.43K -35 -0.2%
TIA
1449
Traphagen Investment Advisors
New Jersey
$1.11M -$6.87K -99 -0.6%
AIM
1450
Anchor Investment Management
South Carolina
$1.11M -$15.3K -220 -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.