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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
SP
1976
Successful Portfolios
Florida
$444K -$5.9K -85 -1%
JBA
1977
Johnson Bixby & Associates
Washington
$444K +$208 +3 +0%
MFP
1978
Meridian Financial Partners
Virginia
$443K
CF
1979
Claris Financial
Virginia
$443K +$416 +6 +0.1%
AP
1980
Americana Partners
Texas
$442K +$211K +3,040 +87%
SWA
1981
Strategies Wealth Advisors
Michigan
$442K -$22K -317 -5%
DWM
1982
Dopkins Wealth Management
New York
$441K
TL
1983
Tradewinds LLC
North Carolina
$441K +$21.3K +307 +5%
AGC
1984
August Group Capital
$441K +$1.11K +16 +0.2%
TSW
1985
Thompson Siegel & Walmsley
Virginia
$441K +$45.1K +650 +11%
CWP
1986
CFM Wealth Partners
Texas
$439K -$114K -1,643 -20%
PAA
1987
Peregrine Asset Advisers
Oregon
$437K
SEM
1988
Strategic Equity Management
Arizona
$437K
MSG
1989
Main Street Group
Virginia
$436K +$25K +360 +6%
EDRH
1990
Edmond de Rothschild Holding
Switzerland
$435K +$47.2K +681 +12%
IWP
1991
Integrity Wealth Partners
California
$433K +$444K +6,405 New
BCP
1992
Berkeley Capital Partners
Georgia
$432K
KPP
1993
Kings Path Partners
Texas
$431K
OPCM
1994
Osborne Partners Capital Management
California
$429K -$48.9K -705 -10%
AA
1995
Auxano Advisors
Washington
$429K +$14.4K +208 +3%
MAM
1996
Mystic Asset Management
Rhode Island
$428K
MHIC
1997
Marble Harbor Investment Counsel
Massachusetts
$428K
MEG
1998
Millstone Evans Group
Colorado
$427K -$9.3K -134 -2%
BTD
1999
BankPlus Trust Department
Mississippi
$426K
MSWM
2000
Mowery & Schoenfeld Wealth Management
Illinois
$425K -$163K -2,343 -27%

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.