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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
AWM
2176
Avaii Wealth Management
Wisconsin
$299K -$76.8K -1,107 -20%
FAT
2177
First American Trust
California
$298K +$25.7K +371 +9%
MPW
2178
Magnolia Private Wealth
Pennsylvania
$297K +$34.7K +500 +13%
WWG
2179
West Wealth Group
California
$296K -$902 -13 -0.3%
KWM
2180
KFG Wealth Management
Indiana
$296K -$8.88K -128 -3%
AP
2181
Atwood & Palmer
Missouri
$296K -$10.4K -150 -3%
MS
2182
Madden Securities
Texas
$295K
PC
2183
Purewater Capital
Texas
$295K +$303K +4,371 New
HDIM
2184
Hanson & Doremus Investment Management
Vermont
$295K
AOWM
2185
Asset One Wealth Management
Washington
$295K
PWM
2186
Praetorian Wealth Management
California
$294K -$18.9K -273 -6%
4WM
2187
4J Wealth Management
Virginia
$293K +$7.01K +101 +2%
LWM
2188
Liberty Wealth Management
California
$293K +$8.67K +125 +3%
SW
2189
Simplicity Wealth
New Jersey
$292K -$100K -1,442 -25%
DWA
2190
Douglass Winthrop Advisors
New York
$292K
VPA
2191
Vernal Point Advisors
California
$292K
SAW
2192
Signal Advisors Wealth
Michigan
$291K -$42.5K -612 -12%
TNA
2193
True North Advisors
Texas
$291K +$4.23K +61 +1%
EC
2194
EdgeRock Capital
Colorado
$291K +$49.3K +710 +20%
FAM
2195
Flaharty Asset Management
Florida
$289K
DWM
2196
Denver Wealth Management
Colorado
$288K +$416 +6 +0.1%
LA
2197
Lifeworks Advisors
Michigan
$288K -$20K -289 -6%
ARA
2198
Alexander Randolph Advisory
Virginia
$287K
LHP
2199
Lexington Hill Partners
Texas
$286K +$694 +10 +0.2%
PCM
2200
Princeton Capital Management
New Jersey
$286K

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.