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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
JPMIA
2001
J.P. Marvel Investment Advisors
Massachusetts
$425K
AFAS
2002
Acorn Financial Advisory Services
Virginia
$425K -$53.9K -777 -11%
OWMIAS
2003
One Wealth Management Investment & Advisory Services
Florida
$423K -$17.7K -255 -4%
AA
2004
Ashford Advisors
New York
$422K
SPW
2005
Signet Private Wealth
Illinois
$419K +$58.3K +841 +16%
LA
2006
Latitude Advisors
Florida
$419K +$31.9K +460 +8%
FWM
2007
Foguth Wealth Management
Michigan
$419K +$162K +2,334 +71%
FA
2008
Fermata Advisors
California
$418K -$832 -12 -0.2%
PFA
2009
Pinnacle Family Advisors
Missouri
$418K +$10.3K +149 +2%
CG
2010
Cynosure Group
Utah
$417K -$101K -1,457 -19%
PAM
2011
Prodigy Asset Management
Nebraska
$416K
DJSG
2012
D.J. St. Germain
Massachusetts
$416K +$123K +1,767 +40%
IWP
2013
IAG Wealth Partners
Wisconsin
$415K -$1.25K -18 -0.3%
JLBC
2014
J.L. Bainbridge & Co
Florida
$414K +$4.23K +61 +1%
SGFG
2015
Silver Grove Financial Group
New York
$414K -$461K -6,639 -52%
IBOK
2016
Independence Bank of Kentucky
Kentucky
$414K -$1.04K -15 -0.2%
RFA
2017
Rollins Financial Advisors
New York
$414K +$14.2K +205 +3%
AL
2018
ADE LLC
Maryland
$412K -$1.18K -17 -0.3%
FLP
2019
Financial Life Planners
Arizona
$411K -$8.88K -128 -2%
LFA
2020
Legacy Financial Advisors
Kentucky
$409K -$32.2K -464 -7%
WEG
2021
World Equity Group
Illinois
$409K +$7.35K +106 +2%
RFW
2022
Redwood Family Wealth
Texas
$406K -$11.8K -170 -3%
SFG
2023
Sunburst Financial Group
Alabama
$406K -$35.1K -506 -8%
SIM
2024
Synergy Investment Management
Florida
$405K -$27K -389 -6%
PSA
2025
Plum Street Advisors
Louisiana
$405K

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.