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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
MFWP
2401
Mosaic Family Wealth Partners
Missouri
$206K +$212K +3,049 New
MA
2402
MJP Associates
Connecticut
$206K +$139 +2 +0.1%
CAP
2403
Columbia Advisory Partners
Washington
$205K
SHFA
2404
Sherrill & Hutchins Financial Advisory
Georgia
$205K +$210K +3,030 New
WCP
2405
Wealthcare Capital Partners
Pennsylvania
$204K +$209K +3,020 New
LW
2406
Livet Wealth
Utah
$204K +$209K +3,017 New
CS
2407
Capital Square
Tennessee
$203K +$193K +2,788 New
NWAG
2408
Net Worth Advisory Group
Utah
$203K -$2.98K -43 -1%
SN
2409
Sittner & Nelson
Oregon
$203K
FG
2410
Foster Group
Iowa
$203K +$208K +3,004 New
CST
2411
Charles Schwab Trust
Nevada
$203K -$49.3K -710 -19%
RYIA
2412
Roehl & Yi Investment Advisors
Oregon
$203K -$20.8K -300 -9%
BFA
2413
Brendel Financial Advisors
New Hampshire
$203K +$208K +3,000 New
SFS
2414
Sharp Financial Services
Pennsylvania
$203K +$208K +3,000 New
CPWA
2415
Cerro Pacific Wealth Advisors
California
$202K +$208K +2,993 New
MBFW
2416
Morton Brown Family Wealth
Pennsylvania
$202K -$70.1K -1,011 -25%
LC
2417
Lavaca Capital
Texas
$201K -$277 -4 -0.1%
FAC
2418
Financial Advisory Corporation
Michigan
$200K +$206K +2,965 New
TH
2419
Team Hewins
California
$200K -$8.46K -122 -4%
SA
2420
Seneschal Advisors
Washington
$199K
CTWM
2421
Cherry Tree Wealth Management
Minnesota
$193K
OCM
2422
Osbon Capital Management
Massachusetts
$191K
PWMG
2423
Prestige Wealth Management Group
New Jersey
$190K
EWM
2424
Evolution Wealth Management
Florida
$189K
EAM
2425
Eukles Asset Management
Ohio
$188K +$6.8K +98 +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.