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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
KWM
2401
Kassira Wealth Management
Tennessee
$207K
RAM
2402
Riggs Asset Management
Pennsylvania
$207K -$6.24K -90 -3%
OFA
2403
Orographic Financial Advisors
Colorado
$207K +$213K +3,068 New
MAMG
2404
Milestone Asset Management Group
Connecticut
$207K +$212K +3,062 New
SO
2405
Sierra Ocean
California
$206K
IIM
2406
IFC & Insurance Marketing
California
$206K +$347 +5 +0.2%
Schroder Investment Management Group
2407
Schroder Investment Management Group
United Kingdom
$206K
MFWP
2408
Mosaic Family Wealth Partners
Missouri
$206K +$212K +3,049 New
MA
2409
MJP Associates
Connecticut
$206K +$139 +2 +0.1%
CAP
2410
Columbia Advisory Partners
Washington
$205K
SHFA
2411
Sherrill & Hutchins Financial Advisory
Georgia
$205K +$210K +3,030 New
WCP
2412
Wealthcare Capital Partners
Pennsylvania
$204K +$209K +3,020 New
LW
2413
Livet Wealth
Utah
$204K +$209K +3,017 New
CS
2414
Capital Square
Tennessee
$203K +$193K +2,788 New
NWAG
2415
Net Worth Advisory Group
Utah
$203K -$2.98K -43 -1%
SN
2416
Sittner & Nelson
Oregon
$203K
FG
2417
Foster Group
Iowa
$203K +$208K +3,004 New
CST
2418
Charles Schwab Trust
Nevada
$203K -$49.3K -710 -19%
RYIA
2419
Roehl & Yi Investment Advisors
Oregon
$203K -$20.8K -300 -9%
BFA
2420
Brendel Financial Advisors
New Hampshire
$203K +$208K +3,000 New
SFS
2421
Sharp Financial Services
Pennsylvania
$203K +$208K +3,000 New
CPWA
2422
Cerro Pacific Wealth Advisors
California
$202K +$208K +2,993 New
MBFW
2423
Morton Brown Family Wealth
Pennsylvania
$202K -$70.1K -1,011 -25%
LC
2424
Lavaca Capital
Texas
$201K -$277 -4 -0.1%
FAC
2425
Financial Advisory Corporation
Michigan
$200K +$206K +2,965 New

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.