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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
FS
2251
Financial Symmetry
North Carolina
$262K +$249K +3,594 New
KWM
2252
Keebeck Wealth Management
Illinois
$260K -$134K -1,930 -33%
SWG
2253
Summit Wealth Group
Vermont
$260K -$23.1K -333 -8%
FFA
2254
Frazier Financial Advisors
Ohio
$260K +$37.3K +537 +16%
BC
2255
Burney Company
Virginia
$259K +$5.2K +75 +2%
HPA
2256
High Probability Advisors
New York
$259K -$197K -2,840 -43%
BBES
2257
Buffalo Business & Estate Services
New York
$258K -$15.3K -220 -5%
Wealthfront Advisers
2258
Wealthfront Advisers
California
$256K +$42.5K +612 +19%
DF
2259
Dunhill Financial
United Kingdom
$255K +$2.22K +32 +0.9%
ORC
2260
O'Rourke & Company
Massachusetts
$255K +$139 +2 +0.1%
KFS
2261
Krane Financial Solutions
California
$255K +$262K +3,779 New
FOR
2262
Family Office Research
Maryland
$255K -$35K -505 -12%
3FI
2263
3 Factor Indexing
California
$253K +$260K +3,745 New
BDPWM
2264
Barnes Dennig Private Wealth Management
Ohio
$253K -$73.9K -1,065 -22%
TWM
2265
Topsail Wealth Management
North Carolina
$252K +$139 +2 +0.1%
BB
2266
Bell Bank
North Dakota
$252K
GIM
2267
Gold Investment Management
Alberta, Canada
$252K
IWA
2268
Icon Wealth Advisors
Texas
$251K
CF
2269
Collier Financial
Colorado
$251K -$10.3K -148 -4%
GSF
2270
Grove Street Fiduciary
New Hampshire
$251K -$18.7K -270 -7%
ECA
2271
Elevated Capital Advisors
Utah
$250K +$555 +8 +0.2%
SA
2272
Strategic Advisors
New York
$249K -$17.2K -248 -6%
BAG
2273
Bridgewealth Advisory Group
California
$249K
VHAM
2274
Van Hulzen Asset Management
California
$249K +$256K +3,685 New
NB
2275
Northwest Bancshares
Pennsylvania
$248K -$15.8K -228 -6%

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.