We are live on ! Find out more
IJH icon

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
PS
1676
Planned Solutions
California
$746K +$1.32K +19 +0.2%
SVWAG
1677
Sound View Wealth Advisors Group
Georgia
$746K +$347 +5 +0%
BFA
1678
Bragg Financial Advisors
North Carolina
$744K +$1.39K +20 +0.2%
GWM
1679
Gibbs Wealth Management
Georgia
$742K +$446K +6,423 +140%
SWM
1680
SeaCrest Wealth Management
New York
$742K +$7.56K +109 +1%
SRC
1681
Shufro Rose & Co
New York
$742K -$22.5K -325 -3%
OCM
1682
One Capital Management
California
$739K +$3.05K +44 +0.4%
OBWG
1683
Onyx Bridge Wealth Group
New York
$738K -$3.4K -49 -0.4%
HPM
1684
Hoxton Planning & Management
West Virginia
$734K -$49.7K -717 -6%
KFI
1685
Key Financial Inc
Pennsylvania
$733K -$29.1K -420 -4%
SC
1686
Sepio Capital
Utah
$732K +$752K +10,842 New
SAM
1687
Seelaus Asset Management
New Jersey
$731K -$32.8K -473 -4%
AIM
1688
Aspen Investment Management
Michigan
$730K +$68K +980 +10%
IA
1689
Insight Advisors
Pennsylvania
$730K -$3.68M -53,043 -83%
FFP
1690
FourThought Financial Partners
Florida
$729K +$35K +505 +5%
SWM
1691
Shelton Wealth Management
Texas
$728K
UBV
1692
United Bank (Virginia)
Virginia
$727K -$428K -6,176 -36%
FNWM
1693
Financial Network Wealth Management
Utah
$727K
CPC
1694
Consolidated Planning Corp
Georgia
$724K -$345K -4,973 -32%
AWM
1695
Abound Wealth Management
Tennessee
$723K +$290K +4,178 +64%
KFSN
1696
Keystone Financial Services (Nebraska)
Nebraska
$723K -$2.36K -34 -0.3%
IWS
1697
Intentional Wealth Strategies
Colorado
$722K +$741K +10,685 New
CL
1698
CLG LLC
California
$721K -$8.05K -116 -1%
BOPW
1699
Brandywine Oak Private Wealth
Pennsylvania
$720K +$15.6K +225 +2%
TPWM
1700
Twelve Points Wealth Management
Massachusetts
$720K -$22.8K -328 -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.