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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
BFG
2326
Berger Financial Group
Minnesota
$233K
XWL
2327
XXI Wealth LLC
Illinois
$232K +$238K +3,438 New
LWM
2328
LongView Wealth Management
Georgia
$232K -$24.5K -353 -10%
S
2329
Storgate
Texas
$232K +$19.6K +283 +9%
GG
2330
Gleason Group
Kentucky
$231K +$555 +8 +0.2%
RWP
2331
Reliant Wealth Planning
Kentucky
$231K -$7.91K -114 -3%
HSG
2332
Helen Stephens Group
Texas
$231K +$277 +4 +0.1%
DA
2333
Detalus Advisors
Missouri
$230K -$139 -2 -0.1%
VAMG
2334
Voisard Asset Management Group
Michigan
$230K +$237K +3,412 New
AIA
2335
Accelerate Investment Advisors
California
$230K -$2.22K -32 -0.9%
TWM
2336
Tortuga Wealth Management
California
$229K -$16.2K -233 -6%
MHR
2337
Matthew Hamilton Rosenberg
$229K
AGWCA
2338
Annis Gardner Whiting Capital Advisors
Florida
$229K +$60.1K +866 +34%
FDCP
2339
Foster Dykema Cabot & Partners
Massachusetts
$228K -$5.2K -75 -2%
SRWM
2340
Shira Ridge Wealth Management
California
$228K -$34.4K -496 -13%
PHAM
2341
Palisades Hudson Asset Management
Florida
$228K
AMIM
2342
Aull & Monroe Investment Management
Alabama
$228K
FWM
2343
Focused Wealth Management
New York
$228K +$486 +7 +0.2%
GWA
2344
Gutierrez Wealth Advisory
Arkansas
$228K +$555 +8 +0.2%
WF
2345
WealthPoint Financial
North Carolina
$227K -$2.15K -31 -0.9%
LS
2346
Leelyn Smith
Illinois
$226K -$72.4K -1,044 -24%
FVCM
2347
F&V Capital Management
Florida
$226K
BW
2348
Bravera Wealth
North Dakota
$226K -$31.5K -454 -12%
SP
2349
Stablepoint Partners
Massachusetts
$226K +$11.7K +169 +5%
WA
2350
Wealth Architects
California
$226K

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.