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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
SFS
1526
Symphony Financial Services
Ohio
$968K -$35.5K -512 -3%
UFA
1527
Uptown Financial Advisors
Texas
$968K -$8.67K -125 -0.9%
TPW
1528
TL Private Wealth
Texas
$966K -$58.8K -848 -6%
ZIC
1529
ZWJ Investment Counsel
Georgia
$961K -$15.6K -225 -2%
CIAS
1530
Capital Investment Advisory Services
North Carolina
$961K -$7.2M -103,733 -88%
DSA
1531
Droms Strauss Advisors
Missouri
$960K +$208 +3 +0%
HAM
1532
Harmony Asset Management
Arizona
$959K +$33.2K +478 +3%
MCM
1533
MV Capital Management
Maryland
$955K +$8.67K +125 +0.9%
WPC
1534
Waters Parkerson & Co
Louisiana
$955K -$34K -490 -3%
FAI
1535
Fiduciary Advisors Inc
Missouri
$953K -$77.2K -1,113 -7%
AG
1536
AmeriFlex Group
Nevada
$953K +$181K +2,609 +23%
IRAG
1537
Investment Research & Advisory Group
Georgia
$952K -$101K -1,452 -9%
JHCP
1538
Jackson Hole Capital Partners
Oklahoma
$952K +$152K +2,195 +18%
CFA
1539
Camarda Financial Advisors
Florida
$943K +$30.3K +437 +3%
BLC
1540
Brown, Lisle/Cummings
Rhode Island
$942K -$469K -6,755 -33%
MLL
1541
Moody Lynn & Lieberson
Massachusetts
$935K
DFG
1542
Demars Financial Group
Washington
$935K -$1.46K -21 -0.2%
RCM
1543
Requisite Capital Management
Texas
$933K -$180K -2,600 -16%
WDG
1544
Wealth Dimensions Group
Ohio
$931K +$7.42K +107 +0.8%
CMP
1545
Courage Miller Partners
Virginia
$930K +$5.83K +84 +0.6%
NLP
1546
Next Level Private
New York
$929K -$555 -8 -0.1%
SEI Investments
1547
SEI Investments
Pennsylvania
$928K +$478K +6,895 +101%
NSIM
1548
North Star Investment Management
Illinois
$928K
SHFA
1549
SC&H Financial Advisors
Maryland
$928K +$832 +12 +0.1%
KA
1550
Kovack Advisors
Florida
$928K -$6.38K -92 -0.7%

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.