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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
CB
2201
Chris Bulman
California
$286K +$4.02K +58 +1%
IIA
2202
Integral Investment Advisors
California
$286K
GA
2203
GSG Advisors
New Jersey
$285K +$624 +9 +0.2%
AFA
2204
Alpha Financial Advisors
North Carolina
$285K
WFA
2205
WestHill Financial Advisors
California
$284K -$12.8K -184 -4%
FVWA
2206
Foster Victor Wealth Advisors
South Carolina
$283K +$11K +158 +4%
RLIM
2207
Red Lighthouse Investment Management
New York
$283K
PMSA
2208
Patrick M. Sweeney & Associates
Illinois
$283K
VWA
2209
Visionary Wealth Advisors
Illinois
$282K +$22.4K +323 +8%
IP
2210
Intellectus Partners
California
$281K
BL
2211
BCWM LLC
Kansas
$281K -$23.4K -338 -8%
SFS
2212
Strategic Financial Services
New York
$279K +$287K +4,135 New
CAP
2213
Cordoba Advisory Partners
New York
$277K
FFWA
2214
Forthright Family Wealth Advisory
Texas
$277K +$316K +4,560 New
MAS
2215
MPWM Advisory Solutions
Georgia
$277K -$1.51M -21,807 -84%
AIC
2216
Archer Investment Corporation
Indiana
$276K -$142K -2,049 -33%
CFG
2217
Clayton Financial Group
Missouri
$276K +$139 +2 +0%
AA
2218
Aufman Associates
Pennsylvania
$276K
WPW
2219
Winthrop Partners - WNY
New York
$276K -$65.2K -940 -19%
GTAM
2220
Global Trust Asset Management
Florida
$276K +$82.5K +1,190 +41%
BW
2221
Balance Wealth
Ohio
$275K +$5.69K +82 +2%
MCM
2222
Mengis Capital Management
Oregon
$275K +$486 +7 +0.2%
AOWM
2223
Alpha Omega Wealth Management
Virginia
$274K
ACM
2224
Andina Capital Management
Utah
$274K +$21.2K +306 +8%
GRWP
2225
Green Ridge Wealth Planning
New Jersey
$273K

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.