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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
PD
2351
Planning Directions
Pennsylvania
$225K +$231K +3,333 New
TAM
2352
TCP Asset Management
Ohio
$225K
LFGO
2353
Legacy Financial Group (Oklahoma)
Oklahoma
$224K -$2.91K -42 -1%
LCM
2354
Lazari Capital Management
California
$223K
IFS
2355
Ifrah Financial Services
Arkansas
$223K -$45.3K -653 -17%
WSWA
2356
Warren Street Wealth Advisors
California
$222K
TIM
2357
Thor Investment Management
Ohio
$222K
ACM
2358
Aspen Capital Management
Idaho
$222K +$139 +2 +0.1%
FFO
2359
Fiduciary Family Office
Florida
$221K
5NPW
2360
55 North Private Wealth
Florida
$221K +$139 +2 +0.1%
STCOSD
2361
Sageworth Trust Company of South Dakota
South Dakota
$221K
CAGAS
2362
Capital Advisory Group Advisory Services
Minnesota
$221K -$4.73M -68,188 -95%
CWP
2363
Cyndeo Wealth Partners
Florida
$220K +$139 +2 +0.1%
IC
2364
Inscription Capital
Texas
$220K +$486 +7 +0.2%
PFA
2365
Pathway Financial Advisors
Vermont
$219K +$69 +1 +0%
AAS
2366
Annex Advisory Services
Wisconsin
$219K -$53.5K -771 -19%
GA
2367
GoalVest Advisory
New York
$219K -$24.3K -350 -10%
MWA
2368
Monograph Wealth Advisors
California
$218K
ALWM
2369
Andrews Lucia Wealth Management
California
$218K
CCM
2370
Cannon Capital Management
Utah
$217K
AC
2371
Asio Capital
Kentucky
$217K
CA
2372
Cornerstone Advisory
Maryland
$216K +$208 +3 +0.1%
BWP
2373
Baldwin Wealth Partners
Massachusetts
$216K
BBFA
2374
Brindle & Bay Financial Advisors
Texas
$216K -$7.21K -104 -3%
AGP
2375
Aspire Growth Partners
Florida
$216K +$3.61K +52 +2%

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.