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
SWM
1951
Steinberganna Wealth Management
New York
$464K +$144K +2,081 +43%
TT
1952
TI-Trust
Illinois
$463K
AW
1953
Avion Wealth
Texas
$463K -$10.3K -149 -2%
EI
1954
EFG International
$463K +$62.2K +897 +15%
SAM
1955
Sawgrass Asset Management
Florida
$462K +$10.4K +150 +2%
HFS
1956
Haverford Financial Services
Pennsylvania
$462K -$80.7K -1,164 -15%
MHWM
1957
Montz Harcus Wealth Management
Louisiana
$461K +$832 +12 +0.2%
HBWM
1958
Hollow Brook Wealth Management
New York
$460K -$468K -6,750 -50%
PWP
1959
Phillips Wealth Planners
Mississippi
$459K +$14.4K +208 +3%
BI
1960
Breachway Investments
Rhode Island
$459K +$1.39K +20 +0.3%
OCA
1961
OpenArc Corporate Advisory
Georgia
$459K -$286K -4,123 -38%
ACA
1962
Anchor Capital Advisors
Massachusetts
$459K +$471K +6,794 New
CWM
1963
Collaborative Wealth Management
Florida
$455K -$24.2K -349 -5%
MAC
1964
Mason & Associates (California)
California
$455K -$3.33K -48 -0.7%
CFAM
1965
Center For Asset Management
Florida
$455K
DWM
1966
Defined Wealth Management
Oregon
$454K +$2.22K +32 +0.5%
BCM
1967
BTC Capital Management
Iowa
$452K +$210K +3,025 +82%
TWM
1968
Tradition Wealth Management
Minnesota
$451K +$20.5K +295 +5%
PAM
1969
Peak Asset Management
Colorado
$451K -$41.6K -600 -8%
NLWP
1970
Next Level Wealth Planning
Idaho
$450K -$26.8K -386 -5%
FI
1971
FWG Investments
Kentucky
$447K -$18.9K -272 -4%
FPH
1972
Financial Planning Hawaii
Hawaii
$447K -$60.7K -875 -12%
EFN
1973
Equita Financial Network
Pennsylvania
$446K -$396K -5,709 -46%
FM
1974
Foster & Motley
Ohio
$445K +$10.1K +145 +2%
FB
1975
First Bancorp
Maine
$444K -$12.1K -175 -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.