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iShares Core S&P Mid-Cap ETF

512 hedge funds and large institutions have $15.6B invested in iShares Core S&P Mid-Cap ETF in 2013 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 221 increasing their positions, 138 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 18

60% more repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 138

38% more capital invested

Capital invested by funds: $11.4B → $15.6B (+$4.28B)

23.56% more ownership

Funds ownership: 321.23%344.79% (+24%)

16% more call options, than puts

Call options by funds: $14.1M | Put options by funds: $12.1M

14% more funds holding

Funds holding: 451512 (+61)

13% more funds holding in top 10

Funds holding in top 10: 8495 (+11)

Holders
512
Holders Change
+61
Holders Change %
+13.53%
% of All Funds
14.86%
Holding in Top 10
95
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+13.1%
% of All Funds
2.76%
New
84
Increased
221
Reduced
138
Closed
18
Calls
$14.1M
Puts
$12.1M
Net Calls
+$1.99M
Net Calls Change
+$18M
Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
226
Sheets Smith Wealth Management
North Carolina
$2.83M -$300K -11,640 -10%
WT
227
Whittier Trust
California
$2.8M +$14.1K +545 +0.5%
FHA
228
First Horizon Advisors
Tennessee
$2.8M +$1.55M +60,010 +130%
FTIOP
229
Fiduciary Trust International of Pennsylvania
Pennsylvania
$2.73M +$2.06K +80 +0.1%
CWM
230
Concert Wealth Management
California
$2.7M +$561K +21,725 +27%
FC
231
FCA Corp
Texas
$2.69M -$3.36K -130 -0.1%
AIA
232
Alerus Investment Advisors
Minnesota
$2.68M +$546K +21,145 +26%
PFG
233
Pacific Financial Group
Washington
$2.67M -$8.07M -312,640 -76%
Carson Wealth (CWM LLC)
234
Carson Wealth (CWM LLC)
Nebraska
$2.6M -$1.39M -53,670 -36%
SGK
235
Steigerwald Gordon & Koch
Virginia
$2.6M -$22.7K -880 -0.9%
BCM
236
Boltwood Capital Management
California
$2.56M +$64.5K +2,500 +3%
MJRIC
237
Mogy Joel R Investment Counsel
California
$2.5M -$157K -6,100 -6%
SI
238
SII Investments
Wisconsin
$2.45M +$248K +9,620 +12%
WRM
239
Westport Resources Management
Connecticut
$2.45M +$166K +6,425 +8%
ACM
240
Antonetti Capital Management
Florida
$2.31M +$842K +32,610 +61%
FNBT
241
FineMark National Bank & Trust
Florida
$2.3M +$1.69M +65,420 +318%
CASB
242
Cape Ann Savings Bank
Massachusetts
$2.29M +$85.8K +3,325 +4%
AC
243
Alley Company
Illinois
$2.17M +$14.3K +555 +0.7%
HH
244
Hilltop Holdings
Texas
$2.11M -$59.1K -2,290 -3%
NES
245
New England Securities
New York
$2.11M +$208K +8,060 +11%
LWM
246
LBA Wealth Management
Florida
$2.07M +$2M +77,450 New
FMII
247
Farmers & Merchants Investments Inc
Nebraska
$2.05M +$165K +6,395 +9%
TPP
248
Triangle Peak Partners
California
$1.99M +$1.92M +74,480 New
PGA
249
Portland Global Advisors
Maine
$1.99M -$91.6K -3,550 -5%
Mackenzie Financial
250
Mackenzie Financial
Ontario, Canada
$1.95M

IJH Hedge Fund Activity: Q4 2013 in Review

512 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q4 2013, worth a combined $15.6B — up 38% from $11.4B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new IJH positions and 18 closed out — a net gain of 66 holders — while 221 added to existing stakes and 138 trimmed.

The largest buyer was Good Harbor Financial, opening a new position worth an estimated $2.16B. The largest seller was BlackRock Institutional Trust, cutting an estimated $98.6M.

  • 512 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q4 2013, up from 451 in Q3 2013.
  • Funds reported $15.6B of iShares Core S&P Mid-Cap ETF stock for Q4 2013, up 38% quarter-over-quarter.
  • 84 funds opened new iShares Core S&P Mid-Cap ETF positions in Q4 2013 and 18 closed out, a net change of +66 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q4 2013 was Good Harbor Financial, an estimated $2.16B added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q4 2013 was BlackRock Institutional Trust, an estimated $98.6M sold.

Based on aggregated 13F filings for Q4 2013.