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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
CSB
1801
City State Bank
Iowa
$602K -$3.81K -55 -0.6%
FFA
1802
Fi3 Financial Advisors
Indiana
$601K +$336K +4,847 +120%
SLP
1803
Storen Legacy Partners
Indiana
$600K -$269K -3,883 -30%
SFC
1804
Strategic Financial Concepts
Texas
$598K -$4.37K -63 -0.7%
PAG
1805
Paladin Advisory Group
Iowa
$598K -$10.5K -152 -2%
ZIG
1806
Zullo Investment Group
Pennsylvania
$597K +$1.8K +26 +0.3%
JC
1807
JB Capital
Connecticut
$596K +$69.9K +1,007 +13%
PIP
1808
Peachtree Investment Partners
Florida
$595K -$8.6K -124 -1%
JWS
1809
Juncture Wealth Strategies
Arizona
$593K
MAM
1810
McLean Asset Management
Virginia
$591K
LWMI
1811
Legacy Wealth Management (Idaho)
Idaho
$590K +$272K +3,927 +82%
RDWM
1812
Red Door Wealth Management
Tennessee
$589K +$208 +3 +0%
First Trust Advisors
1813
First Trust Advisors
Illinois
$586K +$34.8K +502 +6%
MCM
1814
Morton Capital Management
California
$585K +$281K +4,052 +88%
DP
1815
DDD Partners
Washington
$585K -$74.5K -1,074 -11%
WCP
1816
Wick Capital Partners
Pennsylvania
$584K -$43.1K -622 -7%
OPWM
1817
Oakwell Private Wealth Management
Texas
$581K -$151K -2,176 -20%
TCP
1818
TMB Capital Partners
Arkansas
$579K -$2.64K -38 -0.4%
DCA
1819
DB&C Advisors
Michigan
$578K -$25.7K -371 -4%
IIL
1820
Insight Inv LLC
California
$576K -$18.4K -265 -3%
X
1821
Xponance
Pennsylvania
$576K +$592K +8,535 New
NAMP
1822
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$576K
BEC
1823
Blue Edge Capital
Virginia
$575K +$30.2K +435 +5%
FF
1824
Financial Futures
New Jersey
$573K -$2.08K -30 -0.4%
IIC
1825
Integrated Investment Consultants
Michigan
$572K +$1.59K +23 +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.