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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
OC
176
Oppenheimer & Co
New York
$46.7M +$2.25M +32,452 +5%
William Blair & Company
177
William Blair & Company
Illinois
$46.4M +$2.38M +34,344 +5%
NFG
178
Nadler Financial Group
Illinois
$46.4M +$1.6M +23,025 +3%
Bank of Nova Scotia
179
Bank of Nova Scotia
Ontario, Canada
$45.3M
NEPPG
180
New England Professional Planning Group
Rhode Island
$45.3M +$934K +13,471 +2%
Carson Wealth (CWM LLC)
181
Carson Wealth (CWM LLC)
Nebraska
$44.6M -$1.91M -27,480 -4%
AT
182
American Trust
Kentucky
$44.5M +$602K +8,677 +1%
TC
183
Trilogy Capital
California
$44.3M +$649K +9,352 +1%
LBC
184
Lowe Brockenbrough & Co
Virginia
$43.3M +$2.43M +35,050 +6%
CC
185
Courier Capital
New York
$43M +$10.4M +150,289 +31%
JIC
186
Johnson Investment Counsel
Ohio
$42.9M +$676K +9,748 +2%
MIA
187
MainStreet Investment Advisors
Illinois
$42.9M -$1.37M -19,767 -3%
RFA
188
RTD Financial Advisors
Pennsylvania
$42.7M +$270K +3,897 +0.6%
CIA
189
Capital Investment Advisors
Georgia
$42.3M -$653K -9,414 -1%
FWIA
190
Fort Washington Investment Advisors
Ohio
$41.8M +$16.3M +234,931 +61%
GG
191
Greenwood Gearhart
Arkansas
$41.4M +$2.19M +31,619 +5%
SFA
192
Sequoia Financial Advisors
Ohio
$40.8M +$1.69M +24,389 +4%
CTA
193
Chesley Taft & Associates
Illinois
$40.8M -$300K -4,327 -0.7%
GBT
194
Grove Bank & Trust
Florida
$40.7M -$6.5M -93,736 -13%
FWA
195
FORM Wealth Advisors
Wisconsin
$40.3M -$6.29M -90,679 -13%
IAA
196
Independent Advisor Alliance
North Carolina
$40.2M +$39.1M +564,257 +1,777%
SWA
197
Sax Wealth Advisors
New Jersey
$40.1M
EWM
198
Evermay Wealth Management
Virginia
$40M -$1.44M -20,816 -3%
DWM
199
Diversify Wealth Management
Utah
$39.9M +$35.7M +514,884 +1,224%
DIP
200
DT Investment Partners
Pennsylvania
$39.6M +$739K +10,648 +2%

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.