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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
AFG
1626
ABLE Financial Group
Arizona
$800K -$32.3K -466 -4%
SBLIC
1627
Security Benefit Life Insurance Company
Kansas
$797K +$423K +6,100 +107%
SIC
1628
Samalin Investment Counsel
New York
$796K -$211K -3,037 -20%
VPIM
1629
Vanguard Personalized Indexing Management
California
$796K -$18.3K -264 -2%
MCWA
1630
Meadow Creek Wealth Advisors
Georgia
$794K +$49.6K +715 +6%
YWS
1631
Yarger Wealth Strategies
Ohio
$792K -$11.6K -167 -1%
IWP
1632
Invenio Wealth Partners
Florida
$791K -$20.1K -290 -2%
CPA
1633
Cardiff Park Advisors
California
$790K -$5.9K -85 -0.7%
SFP
1634
Shepherd Financial Partners
Massachusetts
$789K
CWM
1635
Clearview Wealth Management
California
$788K +$810K +11,670 New
CCA
1636
Conservest Capital Advisors
Pennsylvania
$787K +$694 +10 +0.1%
NA
1637
Navellier & Associates
Nevada
$787K
LFG
1638
Larson Financial Group
Missouri
$785K +$34.5K +497 +4%
SF
1639
Steffes Financial
Kansas
$783K -$288K -4,147 -26%
MJRIC
1640
Mogy Joel R Investment Counsel
California
$781K -$393K -5,668 -33%
CWM
1641
Centurion Wealth Management
Virginia
$781K
UB
1642
Umpqua Bank
Oregon
$781K +$22.5K +324 +3%
BEW
1643
Burton Enright Welch
California
$781K +$154K +2,226 +24%
WP
1644
Westmount Partners
California
$777K -$45.6K -658 -5%
IAS
1645
IMA Advisory Services
Colorado
$774K +$69 +1 +0%
GKWIM
1646
Gerber Kawasaki Wealth & Investment Management
California
$773K +$91.8K +1,323 +13%
OC
1647
Oarsman Capital
Wisconsin
$772K -$99.5K -1,434 -11%
OKSA
1648
O'Keefe Stevens Advisory
New York
$772K +$793K +11,432 New
WIM
1649
WealthPlan Investment Management
Nebraska
$770K +$475K +6,854 +151%
IIC
1650
Ironwood Investment Counsel
Arizona
$770K +$2.36K +34 +0.3%

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.