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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
NRC
1576
New Republic Capital
North Carolina
$869K +$49K +707 +6%
KFAS
1577
Keating Financial Advisory Services
Kansas
$869K +$160K +2,303 +22%
EB
1578
Emprise Bank
Kansas
$869K
HP
1579
Holistic Planning
Texas
$867K +$1.59K +23 +0.2%
LWM
1580
Luminvest Wealth Management
Arizona
$867K
HWA
1581
Hilltop Wealth Advisors
North Carolina
$867K +$44.7K +644 +5%
APFP
1582
Action Point Financial Planning
Michigan
$867K +$890K +12,833 New
GSWM
1583
Greenup Street Wealth Management
Michigan
$866K -$67.1K -967 -7%
SEEDPG
1584
S.E.E.D. Planning Group
New York
$866K -$44K -635 -5%
WF
1585
Warner Financial
Maryland
$866K +$1.8K +26 +0.2%
SP
1586
Stonebrook Private
Michigan
$866K -$26.3K -379 -3%
SCA
1587
Sage Capital Advisors
South Dakota
$865K +$2.01K +29 +0.2%
BCA
1588
Bay Colony Advisors
Massachusetts
$865K -$20.6K -297 -2%
CPBTD
1589
Central Pacific Bank - Trust Division
Hawaii
$864K
PS
1590
Pinney & Scofield
Massachusetts
$863K
HFS
1591
Howard Financial Services
Texas
$857K +$258K +3,723 +41%
HCMT
1592
Highland Capital Management (Tennessee)
Tennessee
$857K -$47.5K -685 -5%
CCA
1593
Clarity Capital Advisors
Florida
$856K
KL
1594
KWMG LLC
Kansas
$856K -$4.23K -61 -0.5%
CAWM
1595
Capital Advisors Wealth Management
Washington
$856K -$15.2K -219 -2%
ICP
1596
Interchange Capital Partners
Pennsylvania
$850K -$34.8K -501 -3%
MFT
1597
Moisand Fitzgerald Tamayo
Florida
$848K -$5.55K -80 -0.6%
BCM
1598
Basso Capital Management
Connecticut
$844K +$773K +11,150 +825%
TTWM
1599
TCV Trust & Wealth Management
Virginia
$843K +$89.1K +1,285 +11%
PWA
1600
Primoris Wealth Advisors
Florida
$843K +$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.