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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
SWM
2101
SHP Wealth Management
Massachusetts
$349K +$16.3K +235 +5%
VCM
2102
Vivaldi Capital Management
Illinois
$349K -$12.8K -184 -3%
LJAC
2103
L.J. Altfest & Co
New York
$349K +$208 +3 +0.1%
HWM
2104
HFR Wealth Management
New York
$348K +$15.5K +224 +5%
LWCFA
2105
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$348K
FAL
2106
Focused Alpha LLC
Colorado
$346K +$2.08K +30 +0.6%
SFG
2107
Synergy Financial Group
California
$346K +$356K +5,125 New
MAA
2108
Matrix Asset Advisors
New York
$346K +$1.46K +21 +0.4%
SIC
2109
SJS Investment Consulting
Ohio
$344K
RWA
2110
Roberts Wealth Advisors
California
$343K +$353K +5,085 New
JJBC
2111
James J. Burns & Company
New York
$343K +$10.8K +156 +3%
TCM
2112
TD Capital Management
Tennessee
$342K +$7.42K +107 +2%
PIM
2113
Penobscot Investment Management
Massachusetts
$342K
BFF
2114
Byrne Financial Freedom
Massachusetts
$341K +$69 +1 +0%
SP
2115
Sequent Planning
Nebraska
$340K -$22.9K -330 -6%
BFA
2116
Bluestem Financial Advisors
Illinois
$339K -$3.26K -47 -0.9%
PCS
2117
Private Client Services
Kentucky
$338K -$20.8K -300 -6%
NCM
2118
Nelson Capital Management
California
$338K
BBPWM
2119
Blue Bell Private Wealth Management
Pennsylvania
$338K -$14.6K -210 -4%
TCOTS
2120
Trust Company of the South
North Carolina
$338K -$10.1K -146 -3%
BAM
2121
Bosun Asset Management
Illinois
$338K
Renaissance Technologies
2122
Renaissance Technologies
New York
$338K +$347K +5,000 New
VAM
2123
Virtue Asset Management
Illinois
$336K
LCWP
2124
Legacy Capital Wealth Partners
Arkansas
$333K
ABTD
2125
Arvest Bank Trust Division
Oklahoma
$332K -$357K -5,148 -51%

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.