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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
DWM
126
Destination Wealth Management
California
$71.5M +$1.03M +14,804 +1%
AWM
127
Axxcess Wealth Management
California
$70.8M -$60.6K -874 -0.1%
CA
128
Crewe Advisors
Utah
$68.4M +$5.75M +82,824 +9%
HW
129
Hancock Whitney
Mississippi
$66M +$9.84M +141,880 +18%
AFG
130
Arkansas Financial Group
Arkansas
$65.9M -$3.25M -46,875 -5%
PAG
131
Private Advisor Group
New Jersey
$65.7M +$1.6M +23,068 +2%
SFS
132
Summit Financial Strategies
Ohio
$65.7M +$8.88M +128,040 +15%
CAAS
133
Capital Asset Advisory Services
Michigan
$65.6M +$1.55M +22,360 +3%
CPIG
134
Chicago Partners Investment Group
Illinois
$65M -$1.27M -18,342 -2%
Manulife (Manufacturers Life Insurance)
135
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$64M +$185K +2,670 +0.3%
KAS
136
Kestra Advisory Services
Texas
$63.7M -$2.62M -37,838 -4%
BSB
137
Bangor Savings Bank
Maine
$62.6M -$2.6M -37,425 -4%
CA
138
Clearstead Advisors
Ohio
$62.6M -$956K -13,779 -1%
TCIIS
139
TIAA-CREF Individual & Institutional Services
New York
$62.6M +$64.3M +927,166 New
AF
140
Arrow Financial
New York
$62.4M +$6.53M +94,167 +11%
CFG
141
CKW Financial Group
Hawaii
$62.3M +$602K +8,675 +1%
CAM
142
Chandler Asset Management
California
$61.5M -$39.2M -564,870 -38%
MW
143
MBL Wealth
North Carolina
$61.4M +$2.87M +41,377 +5%
QWP
144
Quotient Wealth Partners
Texas
$61.3M +$62.2M +896,063 +8,114%
CCM
145
Charter Capital Management
Wisconsin
$61M +$1.14M +16,503 +2%
VA
146
Valmark Advisers
Ohio
$60.8M -$58.8K -847 -0.1%
CPRC
147
Consolidated Portfolio Review Corp
New York
$60.7M
FBB
148
Fulton Breakefield Broenniman
Maryland
$60.4M +$16.4M +235,736 +36%
WA
149
Waverly Advisors
Alabama
$58.8M -$841K -12,117 -1%
MFG
150
Magnus Financial Group
New York
$58M +$3.02M +43,464 +5%

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.