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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
CRI
2151
Colonial River Investments
Virginia
$318K +$56.8K +819 +21%
TA
2152
TrueWealth Advisors
Alabama
$318K
CCMI
2153
Creative Capital Management Investments
California
$315K
ML
2154
Mayport LLC
Massachusetts
$315K +$323K +4,661 New
BO
2155
Bank OZK
Arkansas
$314K -$18.5K -266 -5%
BPFA
2156
Barnes Pettey Financial Advisors
Mississippi
$314K +$69 +1 +0%
FM
2157
Family Management
New York
$312K
BFP
2158
Birchwood Financial Partners
Minnesota
$312K -$4.16K -60 -1%
CWM
2159
Centric Wealth Management
Illinois
$312K +$139 +2 +0%
PFM
2160
Potomac Fund Management
Florida
$310K +$7.91K +114 +3%
SL
2161
Sentry LLC
Tennessee
$309K
GIP
2162
Granite Investment Partners
California
$308K
CWM
2163
Capital Wealth Management
Rhode Island
$308K -$62.4K -900 -17%
HFO
2164
Heritage Family Offices
Arizona
$306K -$5K -72 -2%
BMC
2165
Beaton Management Company
Massachusetts
$306K
AI
2166
Auour Investments
Massachusetts
$306K
NJIM
2167
Nabity-Jensen Investment Management
Nebraska
$306K
MGW
2168
MB Generational Wealth
Washington
$305K
RPA
2169
Rock Point Advisors
Vermont
$305K +$31.4K +452 +11%
CRI
2170
Commonwealth Retirement Investments
Virginia
$305K +$4.02K +58 +1%
TFM
2171
Trademark Financial Management
Minnesota
$303K +$6.31K +91 +2%
AWM
2172
Affinity Wealth Management
Delaware
$301K
BKA
2173
Brick & Kyle Associates
Pennsylvania
$301K -$46.8K -675 -13%
AA
2174
Addison Advisors
Vermont
$300K +$41.6K +599 +16%
EA
2175
Ellsworth Advisors
Ohio
$299K +$694 +10 +0.2%

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.