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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
MWA
2226
Medallion Wealth Advisors
Connecticut
$273K -$30K -432 -10%
SW
2227
SMART Wealth
Nebraska
$273K +$42.2K +609 +18%
SAM
2228
Strategy Asset Managers
California
$273K
SA
2229
SPWM Advisors
Michigan
$273K +$624 +9 +0.2%
HCM
2230
Hall Capital Management
Rhode Island
$273K
RFA
2231
Register Financial Advisors
Georgia
$272K +$207K +2,980 +285%
NEWAS
2232
N.E.W. Advisory Services
Wisconsin
$271K +$60.7K +875 +28%
ARA
2233
Approach Retirement Advisors
Alabama
$270K
MAM
2234
Mainsail Asset Management
Alabama
$270K
TP
2235
Trailhead Planners
Minnesota
$270K
JSA
2236
Jim Saulnier & Associates
Colorado
$270K +$416 +6 +0.2%
CCG
2237
Coastwise Capital Group
California
$269K +$624 +9 +0.2%
CI
2238
Ceera Investments
Texas
$269K
RA
2239
Rise Advisors
New York
$268K +$624 +9 +0.2%
SWRP
2240
Summit Wealth & Retirement Planning
California
$268K +$1.11K +16 +0.4%
DPW
2241
DiNuzzo Private Wealth
Pennsylvania
$268K
EWP
2242
Equity Wealth Partners
Missouri
$268K -$694 -10 -0.3%
IPW
2243
Inlet Private Wealth
Florida
$266K +$4.16K +60 +2%
SCM
2244
Sidoxia Capital Management
California
$266K +$273K +3,936 New
CMI
2245
Clare Market Investments
Texas
$265K +$272K +3,925 New
DG
2246
Dala Group
Illinois
$265K
TI
2247
Trexquant Investment
Connecticut
$265K +$272K +3,923 New
PWPS
2248
Pinnacle Wealth Planning Services
Ohio
$265K +$26.8K +386 +11%
AWMM
2249
Aegis Wealth Management (Maryland)
Maryland
$263K
RA
2250
Rodgers & Associates
Pennsylvania
$263K

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.