We are live on ! Find out more
IJH icon

iShares Core S&P Mid-Cap ETF

2,655 hedge funds and large institutions have $85.6B invested in iShares Core S&P Mid-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 145 funds opening new positions, 1,098 increasing their positions, 1,043 reducing their positions, and 82 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

77% more first-time investments, than exits

New positions opened: 145 | Existing positions closed: 82

5% more funds holding in top 10

Funds holding in top 10: 366385 (+19)

5% more repeat investments, than reductions

Existing positions increased: 1,098 | Existing positions reduced: 1,043

4% more capital invested

Capital invested by funds: $82.5B → $85.6B (+$3.08B)

1% more funds holding

Funds holding: 2,6412,655 (+14)

0.15% less ownership

Funds ownership: 80.53%80.39% (-0.15%)

Holders
2,655
Holders Change
+14
Holders Change %
+0.53%
% of All Funds
32.49%
Holding in Top 10
385
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+5.19%
% of All Funds
4.71%
New
145
Increased
1,098
Reduced
1,043
Closed
82
Calls
$42.3M
Puts
$9.52M
Net Calls
+$32.8M
Net Calls Change
+$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
2301
Manske Wealth Management
Texas
$242K -$6.66K -96 -3%
SGCA
2302
Steel Grove Capital Advisors
Tennessee
$242K +$248K +3,582 New
CFA
2303
Capstone Financial Advisors
Illinois
$241K +$3.19K +46 +1%
TA
2304
TFB Advisors
Kansas
$241K -$2.25M -32,413 -90%
PF
2305
Penney Financial
Texas
$241K
SW
2306
SteelPeak Wealth
California
$241K +$24K +346 +11%
BFA
2307
Beacon Financial Advisory
Ohio
$240K -$15.7K -226 -6%
MAS
2308
Meeder Advisory Services
Ohio
$239K +$246K +3,544 New
WFMPM
2309
Woodley Farra Manion Portfolio Management
Indiana
$239K -$347 -5 -0.1%
TWA
2310
Tulsa Wealth Advisors
Oklahoma
$239K +$245K +3,536 New
MFG
2311
Mustico Financial Group
New York
$238K
BBA
2312
Braun-Bostich & Associates
Pennsylvania
$238K -$23.7K -341 -9%
CWM
2313
Chemistry Wealth Management
New York
$238K
CCC
2314
Compass Capital Corp
Massachusetts
$237K
BWM
2315
Briggs Wealth Management
Connecticut
$236K
BL
2316
BFSG LLC
California
$236K
BF
2317
Brogan Financial
Tennessee
$235K +$555 +8 +0.2%
PSIWM
2318
Paradigm Strategies in Wealth Management
Minnesota
$235K +$555 +8 +0.2%
FCM
2319
Fogel Capital Management
Florida
$235K
DC
2320
Darrow Company
Massachusetts
$235K
PJWM
2321
Philip James Wealth Mangement
Georgia
$234K -$578K -8,334 -71%
FF
2322
Fox Financial
Pennsylvania
$234K
MSCM
2323
McElhenny Sheffield Capital Management
Texas
$233K -$214K -3,091 -47%
SFP
2324
Strategic Financial Planning
Texas
$233K +$16.8K +242 +7%
SOAMC
2325
Spirit of America Management Corp
New York
$233K -$54.5K -786 -19%

IJH Hedge Fund Activity: Q1 2026 in Review

2,655 of the 8,172 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 $85.6B — up 3.7% from $82.5B a quarter earlier.

Buyers outnumbered sellers: 145 funds opened new IJH positions and 82 closed out — a net gain of 63 holders — while 1,098 added to existing stakes and 1,043 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $757M. The largest seller was LPL Financial, cutting an estimated $420M.

  • 2,655 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q1 2026, up from 2,641 in Q4 2025.
  • Funds reported $85.6B of iShares Core S&P Mid-Cap ETF stock for Q1 2026, up 3.7% quarter-over-quarter.
  • 145 funds opened new iShares Core S&P Mid-Cap ETF positions in Q1 2026 and 82 closed out, a net change of +63 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.