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
KOC
1726
Koss-Olinger Consulting
Florida
$689K +$71.9K +1,037 +11%
CT
1727
Clearstead Trust
Maine
$689K -$152K -2,184 -18%
NG
1728
NWK Group
California
$689K -$30.5K -439 -4%
CPSC
1729
Carl P. Sherr & Co
Massachusetts
$688K
PP
1730
Pearl Planning
Michigan
$688K -$9.3K -134 -1%
FWI
1731
Facet Wealth Inc
Maryland
$686K +$210K +3,034 +43%
CWA
1732
Canvas Wealth Advisors
Kansas
$686K -$405K -5,838 -36%
TWP
1733
Tyche Wealth Partners
Texas
$685K -$4.65K -67 -0.7%
Legacy Financial Group (Iowa)
1734
Legacy Financial Group (Iowa)
Iowa
$685K -$15.5K -224 -2%
CFS
1735
Coordinated Financial Services
Colorado
$683K -$192K -2,762 -21%
SIS
1736
Sound Income Strategies
Florida
$683K +$79.8K +1,151 +13%
FWP
1737
Falcon Wealth Planning
California
$683K +$4.3K +62 +0.6%
GWP
1738
Gen-Wealth Partners
Michigan
$679K +$1.11K +16 +0.2%
GIA
1739
Guyasuta Investment Advisors
Pennsylvania
$679K
CPIA
1740
Cornell Pochily Investment Advisors
New York
$678K -$76.1K -1,097 -10%
WFS
1741
WealthGarden F.S.
California
$678K
JAFL
1742
Jay A. Fishman Ltd
Michigan
$675K
BH
1743
Burk Holdings
Oklahoma
$674K
MIC
1744
Meridian Investment Counsel
California
$673K
LSWP
1745
Liberty Square Wealth Partners
Pennsylvania
$673K -$315K -4,539 -31%
SWP
1746
SIMA Wealth Partners
Virginia
$670K -$4.44K -64 -0.6%
SWM
1747
SFG Wealth Management
Maryland
$669K -$91.8K -1,323 -12%
GW
1748
Graetz Wealth
Michigan
$668K +$1.53K +22 +0.2%
VWM
1749
Vertrix Wealth Management
Michigan
$667K +$685K +9,874 New
CA
1750
CapWealth Advisors
Tennessee
$663K -$19.8K -285 -3%

IJH Hedge Fund Activity: Q1 2026 in Review

2,646 of the 8,129 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.