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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
PPW
2051
Presilium Private Wealth
Pennsylvania
$382K +$7.01K +101 +2%
FMTC
2052
Farmers & Merchants Trust Company
California
$382K +$53.1K +765 +16%
B
2053
Bellecapital
Switzerland
$382K +$392K +5,650 New
WAL
2054
W Advisors LLC
Tennessee
$381K -$971 -14 -0.2%
RIS
2055
Richmond Investment Services
Wisconsin
$381K -$288K -4,156 -42%
PIFP
2056
Partners in Financial Planning
Virginia
$379K +$11.4K +164 +3%
MWM
2057
McNaughton Wealth Management
California
$378K
CC
2058
Clearwave Capital
California
$376K +$347 +5 +0.1%
HWP
2059
Hibernia Wealth Partners
Louisiana
$376K +$23.5K +339 +6%
PHWA
2060
Petersen Hastings Wealth Advisors
Washington
$376K -$12.3K -177 -3%
AT
2061
Avalon Trust
New Mexico
$376K
AFG
2062
Altiora Financial Group
Ohio
$375K +$385K +5,549 New
VCAM
2063
Van Cleef Asset Management
Ohio
$373K
ACM
2064
Advance Capital Management
Michigan
$372K +$6.45K +93 +2%
ML
2065
McAdam LLC
Pennsylvania
$372K +$5.34K +77 +1%
BTW
2066
Boston Trust Walden
Massachusetts
$371K
CFM
2067
Cornerstone Financial Management
Massachusetts
$370K
MW
2068
Marrick Wealth
California
$370K -$202K -2,918 -35%
CW
2069
Cornerstone Wealth
Tennessee
$370K +$356K +5,125 New
CLP
2070
Charis Legacy Partners
Texas
$369K
GCA
2071
Gradient Capital Advisors
California
$369K -$10.1K -145 -3%
FGG
2072
Financial Guidance Group
Florida
$366K -$34.7K -500 -8%
BAG
2073
Bauman Advisory Group
Nevada
$366K -$7.77M -112,060 -95%
NFG
2074
Northbridge Financial Group
Florida
$365K -$99.5K -1,435 -22%
BF
2075
Brooklyn FI
New York
$365K +$9.78K +141 +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.