We are live on ! Find out more
IJH icon

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
ACM
2351
Aspen Capital Management
Idaho
$222K +$139 +2 +0.1%
FFO
2352
Fiduciary Family Office
Florida
$221K
5NPW
2353
55 North Private Wealth
Florida
$221K +$139 +2 +0.1%
STCOSD
2354
Sageworth Trust Company of South Dakota
South Dakota
$221K
CAGAS
2355
Capital Advisory Group Advisory Services
Minnesota
$221K -$4.73M -68,188 -95%
CWP
2356
Cyndeo Wealth Partners
Florida
$220K +$139 +2 +0.1%
IC
2357
Inscription Capital
Texas
$220K +$486 +7 +0.2%
PFA
2358
Pathway Financial Advisors
Vermont
$219K +$69 +1 +0%
AAS
2359
Annex Advisory Services
Wisconsin
$219K -$53.5K -771 -19%
GA
2360
GoalVest Advisory
New York
$219K -$24.3K -350 -10%
MWA
2361
Monograph Wealth Advisors
California
$218K
ALWM
2362
Andrews Lucia Wealth Management
California
$218K
CCM
2363
Cannon Capital Management
Utah
$217K
AC
2364
Asio Capital
Kentucky
$217K
CA
2365
Cornerstone Advisory
Maryland
$216K +$208 +3 +0.1%
BWP
2366
Baldwin Wealth Partners
Massachusetts
$216K
BBFA
2367
Brindle & Bay Financial Advisors
Texas
$216K -$7.21K -104 -3%
AGP
2368
Aspire Growth Partners
Florida
$216K +$3.61K +52 +2%
VP
2369
Verum Partners
North Carolina
$215K +$4.02K +58 +2%
WCAMG
2370
Woodard & Company Asset Management Group
North Carolina
$215K -$13.9K -200 -6%
HW
2371
Hamilton Wealth
California
$215K +$221K +3,185 New
LSL
2372
Legacy Solutions LLC
Pennsylvania
$215K -$48K -692 -18%
SWM
2373
Silverlake Wealth Management
Vermont
$215K +$277 +4 +0.1%
LKBC
2374
L.K. Benson & Company
Maryland
$214K +$486 +7 +0.2%
GRA
2375
Golden Road Advisors
Florida
$214K -$10.1K -145 -4%

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.