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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
OAM
1551
Occidental Asset Management
California
$927K
FPN
1552
Financial Planning Navigators
Minnesota
$925K +$147K +2,118 +18%
TWM
1553
TopTier Wealth Management
Wisconsin
$923K +$587K +8,468 +163%
BCM
1554
Becker Capital Management
Oregon
$923K
TCM
1555
Traub Capital Management
Massachusetts
$920K -$6.94K -100 -0.7%
BCM
1556
Brookmont Capital Management
Texas
$917K +$3.05K +44 +0.3%
NRG
1557
Nemes Rush Group
Michigan
$914K -$57.5K -829 -6%
BW
1558
BIP Wealth
Georgia
$913K -$119K -1,716 -11%
IWB
1559
Innovative Wealth Building
Maryland
$910K -$2.64K -38 -0.3%
SWASL
1560
Spartan Wealth Advisory Services LLC
Michigan
$908K +$932K +13,440 New
GFG
1561
Greystone Financial Group
Michigan
$901K -$1.3M -18,670 -58%
B
1562
Bayban
Minnesota
$900K
BWL
1563
Bogart Wealth LLC
Virginia
$899K +$3.88K +56 +0.4%
WA
1564
WBH Advisory
Maryland
$894K -$41.8K -602 -4%
SC
1565
Saiph Capital
New Jersey
$893K +$47.2K +680 +5%
AWA
1566
Aaron Wealth Advisors
Illinois
$890K -$867K -12,497 -49%
PSF
1567
Pacific Sun Financial
California
$885K +$3.47K +50 +0.4%
SHJ
1568
Sharkey, Howes & Javer
Colorado
$884K -$61.1K -881 -6%
FNBTCON
1569
First National Bank & Trust Co of Newtown
Pennsylvania
$881K +$168K +2,427 +23%
GAM
1570
Gemmer Asset Management
California
$878K +$6.17K +89 +0.7%
ACP
1571
Aviance Capital Partners
Florida
$877K +$216K +3,108 +31%
FNBSF
1572
First National Bank Sioux Falls
South Dakota
$876K
WCM
1573
Winthrop Capital Management
Indiana
$875K +$208 +3 +0%
TPW
1574
Talon Private Wealth
Florida
$874K +$898K +12,949 New
PA
1575
PSI Advisors
Florida
$871K -$4.51K -65 -0.5%

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.