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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
AFC
1826
Adaptive Financial Consulting
Ohio
$571K +$31.5K +454 +6%
HFAS
1827
Hummer Financial Advisory Services
Illinois
$571K
CW
1828
Code Waechter
Florida
$571K
SHIM
1829
Stone House Investment Management
Pennsylvania
$571K +$2.15K +31 +0.4%
GSAM
1830
Grant Street Asset Management
Pennsylvania
$570K -$15.4K -222 -3%
MPW
1831
Melone Private Wealth
Michigan
$570K -$4.72K -68 -0.8%
SPWG
1832
Syntegra Private Wealth Group
Missouri
$570K -$13.8K -199 -2%
EFG
1833
Everhart Financial Group
Ohio
$570K +$285K +4,105 +95%
SRC
1834
Sage Rhino Capital
California
$567K
PFG
1835
PAX Financial Group
Texas
$565K -$635K -9,161 -52%
FSA
1836
Fort Sheridan Advisors
Illinois
$564K
GHAM
1837
Gilman Hill Asset Management
Connecticut
$564K
RC
1838
Roundview Capital
New Jersey
$564K
TFM
1839
TFC Financial Management
Massachusetts
$563K +$240K +3,458 +71%
IAS
1840
Integrity Advisory Solutions
Texas
$560K +$251K +3,624 +78%
SWM
1841
Segment Wealth Management
Texas
$559K -$132K -1,900 -19%
ST
1842
Somerset Trust
Pennsylvania
$559K -$208K -3,005 -27%
MCM
1843
Mitchell Capital Management
Kansas
$559K +$1.53K +22 +0.3%
MWM
1844
Melfa Wealth Management
Massachusetts
$559K +$347 +5 +0.1%
TPWA
1845
Twin Peaks Wealth Advisors
California
$557K -$21.9K -315 -4%
DAS
1846
Daybright Advisory Services
Florida
$553K -$136K -1,955 -19%
WHCFA
1847
William Howard & Co Financial Advisors
Tennessee
$552K +$555 +8 +0.1%
JPWM
1848
Jamison Private Wealth Management
Georgia
$550K +$2.91K +42 +0.5%
TF
1849
Trek Financial
Arizona
$549K -$70.3K -1,013 -11%
IDA
1850
Intelligence Driven Advisers
California
$549K

IJH Hedge Fund Activity: Q1 2026 in Review

2,646 of the 8,130 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.