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
VR
2451
Vision Retirement
New Jersey
$148K -$8.88K -128 -6%
SC
2452
Steph & Co
Wisconsin
$148K -$22.8K -328 -13%
SMA
2453
Sage Mountain Advisors
Georgia
$147K +$10.4K +150 +7%
RFA
2454
Reyes Financial Architecture
California
$146K +$902 +13 +0.6%
TLA
2455
Tanglewood Legacy Advisors
Texas
$146K
KFGG
2456
Keystone Financial Group (Georgia)
Georgia
$146K
WB
2457
Webster Bank
Connecticut
$142K
PF
2458
PlanVest Financial
Maryland
$140K +$144K +2,074 New
HC
2459
Hara Capital
Washington
$138K
RBC
2460
Roble Belko & Company
Pennsylvania
$138K -$20.1K -290 -12%
CW
2461
Curio Wealth
Maryland
$136K
MFA
2462
Morling Financial Advisors
California
$136K
DWA
2463
Delos Wealth Advisors
Texas
$135K
CI
2464
Corient IA
Florida
$135K +$139K +2,000 New
CMBA
2465
C.M. Bidwell & Associates
Hawaii
$134K
IF
2466
Integrity Financial
Wyoming
$132K +$40K +576 +42%
CWM
2467
Copia Wealth Management
Oregon
$131K -$7.63K -110 -5%
HFS
2468
Hughes Financial Services
Virginia
$131K
PSB
2469
Piscataqua Savings Bank
New Hampshire
$130K -$20.8K -300 -13%
HFS
2470
Horizon Financial Services
North Carolina
$129K
HPBT
2471
Hickory Point Bank & Trust
Illinois
$128K +$131K +1,891 New
MIM
2472
MTM Investment Management
South Carolina
$128K
GCM
2473
Gunpowder Capital Management
Maryland
$126K -$25.9K -373 -17%
JFG
2474
JDM Financial Group
Texas
$123K +$8.32K +120 +7%
HHGA
2475
Halbert Hargrove Global Advisors
California
$121K +$9.23K +133 +8%

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.