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UBS’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

UBS’s Portfolio IJH Stock Details IJH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$295M Buy
10,771,590
+633,625
+6% +$17.9M 0.22% 88
2014
Q2 		$290M Buy
10,137,965
+3,067,865
+43% +$84.3M 0.23% 94
2014
Q1 		$194M Buy
7,070,100
+962,120
+16% +$25.9M 0.17% 133
2013
Q4 		$163M Buy
6,107,980
+1,179,105
+24% +$30.4M 0.15% 147
2013
Q3 		$122M Buy
4,928,875
+219,055
+5% +$5.35M 0.13% 176
2013
Q2 		$109M Buy
+4,709,820
New +$109M 0.13% 163

Other funds holding IJH

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GHF
Good Harbor Financial Barrington, Illinois $916M AUM 5.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS's IJH Position: Q3 2014 in Review

UBS increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 6.3% in Q3 2014, buying an estimated $17.9M and bringing the position to 10,771,590 shares worth $295M. The position accounts for 0.22% of the portfolio, ranked #88.

UBS first reported a position in IJH in Q2 2013 and has held it in 6 quarters since. 560 funds tracked by Wall St. Rank hold IJH as of Q3 2014.

  • UBS held 10,771,590 shares of iShares Core S&P Mid-Cap ETF worth $295M as of Q3 2014.
  • UBS bought 633,625 iShares Core S&P Mid-Cap ETF shares in Q3 2014, an estimated $17.9M.
  • iShares Core S&P Mid-Cap ETF made up 0.22% of UBS's portfolio in Q3 2014, its #88 holding.
  • UBS first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 6 quarters since.
  • 560 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.