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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
OCG
1751
Opus Capital Group
Ohio
$662K -$4.86K -70 -0.7%
BWAM
1752
Boyd Watterson Asset Management
Ohio
$662K -$62.4K -900 -8%
RA
1753
Ruggaard & Associates
Ohio
$661K -$4.92K -71 -0.7%
DIA
1754
Davidson Investment Advisors
Montana
$658K
QP
1755
Quartz Partners
New York
$658K +$39.2K +565 +6%
WAG
1756
Wallace Advisory Group
California
$657K -$42K -605 -6%
SWGC
1757
Summit Wealth Group (Colorado)
Colorado
$657K +$675K +9,725 New
ASBI
1758
American State Bank (Iowa)
Iowa
$655K -$88.7K -1,279 -12%
PA
1759
Powerhouse Assets
Massachusetts
$655K -$34.5K -498 -5%
BI
1760
Ballast Inc
Kentucky
$649K -$1.53K -22 -0.2%
FNB
1761
Farmers National Bank
Kentucky
$649K -$21.1K -304 -3%
ERWM
1762
Elk River Wealth Management
Colorado
$648K -$24.4K -352 -4%
AT
1763
Adelphi Trust
Florida
$648K -$102K -1,472 -13%
PWP
1764
Prasad Wealth Partners
Ohio
$647K +$1.59K +23 +0.2%
EL
1765
EQ LLC
Washington
$646K
AMM
1766
American Money Management
California
$645K -$27.1K -390 -4%
CCW
1767
Coastline Complete Wealth
South Carolina
$644K -$4.02K -58 -0.6%
HWM
1768
Horizons Wealth Management
North Carolina
$641K -$13.6K -196 -2%
FCM
1769
Fortis Capital Management
Washington
$640K +$341K +4,918 +108%
WPP
1770
Whalerock Point Partners
Rhode Island
$639K
ONST
1771
Old North State Trust
North Carolina
$638K
WETS
1772
Wealth Enhancement Trust Services
South Dakota
$637K
CA
1773
Carson Advisory
Georgia
$635K +$85K +1,226 +15%
Legal & General Group
1774
Legal & General Group
United Kingdom
$635K -$305K -4,400 -32%
ITIM
1775
Indiana Trust & Investment Management
Indiana
$634K -$42.7K -615 -6%

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.