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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
MFPI
2026
Midwest Financial Partners Investments
Minnesota
$405K
FA
2027
Faithward Advisors
Pennsylvania
$403K +$11.7K +168 +3%
SWM
2028
Selective Wealth Management
Virginia
$403K -$17.1K -247 -4%
CPSAC
2029
Chas P. Smith & Associates (CPS)
Florida
$400K +$411K +5,929 New
VAF
2030
Values Added Financial
District of Columbia
$399K
WG
2031
Welch Group
Alabama
$399K
RFG
2032
Range Financial Group
Oregon
$398K -$17.9K -258 -4%
GCM
2033
Greenland Capital Management
New York
$397K -$812K -11,707 -67%
OCWP
2034
Owl Creek Wealth Partners
Colorado
$396K +$407K +5,866 New
EF
2035
Envision Financial
Wisconsin
$396K +$69 +1 +0%
FIM
2036
Freedom Investment Management
Connecticut
$395K +$72.4K +1,044 +22%
LEA
2037
Legacy Edge Advisors
New York
$393K -$971 -14 -0.2%
LWM
2038
Level Wealth Management
North Carolina
$392K +$20.3K +293 +5%
HWA
2039
Heartwood Wealth Advisors
Virginia
$392K +$120K +1,734 +43%
MCM
2040
Mainstream Capital Management
California
$391K -$1.87K -27 -0.5%
HFRG
2041
Houlihan Financial Resource Group
Virginia
$389K
HBW
2042
Hazlett, Burt & Watson
West Virginia
$387K -$9.92K -143 -2%
BWP
2043
Bernardo Wealth Planning
Pennsylvania
$387K +$69 +1 +0%
AWM
2044
Aberdeen Wealth Management
Illinois
$387K
ACM
2045
Absolute Capital Management
Pennsylvania
$386K +$34.5K +498 +10%
RE
2046
Rydar Equities
Texas
$386K +$694 +10 +0.2%
CCM
2047
Chilton Capital Management
Texas
$385K +$111K +1,595 +39%
CWM
2048
Cherrydale Wealth Management
New Jersey
$383K +$902 +13 +0.2%
SCM
2049
Schnieders Capital Management
California
$382K -$4.51K -65 -1%
AWAG
2050
ARS Wealth Advisors Group
Florida
$382K -$6.94K -100 -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.