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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
CFSG
2451
Community Financial Services Group
Vermont
$159K +$162K +2,335 New
PFA
2452
Pillar Financial Advisors
Kentucky
$154K
KB
2453
Kimelman & Baird
New York
$152K
MNA
2454
Manning & Napier Advisors
New York
$152K +$146K +2,105 +1,452%
MCA
2455
Midwest Capital Advisors
Michigan
$151K -$5.55K -80 -3%
FGAM
2456
Financial Gravity Asset Management
Texas
$150K +$34.7K +500 +29%
FUBT
2457
First United Bank & Trust
Maryland
$150K
VR
2458
Vision Retirement
New Jersey
$148K -$8.88K -128 -6%
SC
2459
Steph & Co
Wisconsin
$148K -$22.8K -328 -13%
SMA
2460
Sage Mountain Advisors
Georgia
$147K +$10.4K +150 +7%
RFA
2461
Reyes Financial Architecture
California
$146K +$902 +13 +0.6%
TLA
2462
Tanglewood Legacy Advisors
Texas
$146K
KFGG
2463
Keystone Financial Group (Georgia)
Georgia
$146K
WB
2464
Webster Bank
Connecticut
$142K
PF
2465
PlanVest Financial
Maryland
$140K +$144K +2,074 New
HC
2466
Hara Capital
Washington
$138K
RBC
2467
Roble Belko & Company
Pennsylvania
$138K -$20.1K -290 -12%
CW
2468
Curio Wealth
Maryland
$136K
MFA
2469
Morling Financial Advisors
California
$136K
DWA
2470
Delos Wealth Advisors
Texas
$135K
CI
2471
Corient IA
Florida
$135K +$139K +2,000 New
CMBA
2472
C.M. Bidwell & Associates
Hawaii
$134K
IF
2473
Integrity Financial
Wyoming
$132K +$40K +576 +42%
CWM
2474
Copia Wealth Management
Oregon
$131K -$7.63K -110 -5%
HFS
2475
Hughes Financial Services
Virginia
$131K

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.