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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
SC
1651
Slow Capital
California
$770K
SMBT
1652
Southern Michigan Bank & Trust
Michigan
$767K +$787K +11,351 New
WLPWM
1653
Walled Lake Planning & Wealth Management
Illinois
$766K -$43.9K -633 -5%
BTI
1654
Blue Trust Inc
Georgia
$766K +$7.08K +102 +0.9%
LB
1655
Legacy Bridge
Iowa
$763K +$42.2K +608 +6%
FCIM
1656
Fairview Capital Investment Management
California
$762K +$513K +7,400 +190%
BWM
1657
BKM Wealth Management
Wisconsin
$762K -$33K -476 -4%
EC
1658
Estate Counselors
Wisconsin
$760K +$781K +11,260 New
WC
1659
Waterloo Capital
Texas
$760K +$3.68K +53 +0.5%
IP
1660
Indivisible Partners
Florida
$759K -$3.54K -51 -0.5%
CCA
1661
Checchi Capital Advisers
California
$757K +$11.9K +171 +2%
WAM
1662
Weatherly Asset Management
California
$757K
BWA
1663
Beam Wealth Advisors
Louisiana
$757K -$62.7K -904 -7%
YIH
1664
Y-Intercept (HK)
Hong Kong
$757K +$375K +5,408 +93%
PPW
1665
Parcion Private Wealth
Washington
$756K -$2.84K -41 -0.4%
E3F
1666
Eight 31 Financial
Texas
$755K +$16.2K +234 +2%
NWA
1667
Northwest Wealth Advisors
Washington
$753K -$159K -2,289 -17%
CWA
1668
Crusonia Wealth Advisors
Colorado
$752K
AWA
1669
Alta Wealth Advisors
Massachusetts
$751K -$3.4K -49 -0.4%
CCP
1670
Clarkston Capital Partners
Michigan
$751K
CCM
1671
Cambridge Capital Management
Illinois
$751K +$1.8K +26 +0.2%
MFC
1672
Morris Financial Concepts
South Carolina
$751K -$4.79K -69 -0.6%
CCA
1673
Childress Capital Advisors
Texas
$748K +$9.85K +142 +1%
TI
1674
Truepoint Inc
Ohio
$747K +$17.3K +250 +2%
OCM
1675
Objective Capital Management
Ohio
$746K -$7.56K -109 -1%

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.