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iShares Core S&P Mid-Cap ETF

599 hedge funds and large institutions have $16.5B invested in iShares Core S&P Mid-Cap ETF in 2014 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 262 increasing their positions, 167 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 42

57% more repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 167

20% more call options, than puts

Call options by funds: $20M | Put options by funds: $16.7M

7% more funds holding

Funds holding: 560599 (+39)

2% more funds holding in top 10

Funds holding in top 10: 102104 (+2)

3% more capital invested

Capital invested by funds: $16.1B → $16.5B (+$404M)

3.2% less ownership

Funds ownership: 345.05%341.86% (-3.2%)

Holders
599
Holders Change
+39
Holders Change %
+6.96%
% of All Funds
15.97%
Holding in Top 10
104
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.96%
% of All Funds
2.77%
New
90
Increased
262
Reduced
167
Closed
42
Calls
$20M
Puts
$16.7M
Net Calls
+$3.28M
Net Calls Change
-$15.3M
Name Holding Trade Value Shares
Change
Change in
Stake
IH
226
IFC Holdings
Florida
$3.84M -$845K -30,085 -19%
SC
227
Stratford Consulting
Texas
$3.82M +$6.6K +235 +0.2%
GCA
228
Greenwood Capital Associates
South Carolina
$3.78M -$291K -10,350 -7%
BIM
229
Bridgecreek Investment Management
Oklahoma
$3.73M +$3.11M +110,675 +617%
MCTIC
230
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$3.72M
Susquehanna International Group
231
Susquehanna International Group
Pennsylvania
$3.68M -$103M -3,664,035 -97%
CASB
232
Cape Ann Savings Bank
Massachusetts
$3.67M +$539K +19,170 +18%
GC
233
Guggenheim Capital
Illinois
$3.61M -$102K -3,625 -3%
AC
234
Alexandria Capital
Virginia
$3.56M -$66.7K -2,375 -2%
PAMU
235
Pictet Asset Management (UK)
United Kingdom
$3.55M +$345K +12,275 +11%
Franklin Resources
236
Franklin Resources
California
$3.52M +$1.04M +36,980 +44%
CTA
237
Colonial Trust Advisors
South Carolina
$3.51M -$647K -23,025 -16%
Chevy Chase Trust
238
Chevy Chase Trust
Maryland
$3.46M -$18.5K -660 -0.6%
BWP
239
BSW Wealth Partners
Colorado
$3.4M +$28.5K +1,015 +0.9%
FHC
240
First Heartland Consultants
Missouri
$3.39M +$18.5K +660 +0.6%
CCMG
241
Clark Capital Management Group
Pennsylvania
$3.38M +$3.28M +116,715 New
HighTower Advisors
242
HighTower Advisors
Illinois
$3.34M +$142K +5,050 +5%
GT
243
Glenmede Trust
Pennsylvania
$3.32M +$113K +4,030 +4%
WT
244
Whittier Trust
California
$3.22M +$355K +12,625 +13%
GC
245
Garde Capital
Washington
$3.21M +$3.11M +110,665 New
BCM
246
Boltwood Capital Management
California
$3.16M +$16.9K +600 +0.6%
LNC
247
Lincoln National Corp
Pennsylvania
$3.15M +$201K +7,140 +7%
LMIM
248
Lockheed Martin Investment Management
Maryland
$3.09M +$3M +106,700 New
SSWM
249
Sheets Smith Wealth Management
North Carolina
$3.06M
PSI
250
Pinnacle Summer Investments
Virginia
$3.02M +$377K +13,425 +15%

IJH Hedge Fund Activity: Q4 2014 in Review

599 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q4 2014, worth a combined $16.5B — up 2.5% from $16.1B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new IJH positions and 42 closed out — a net gain of 48 holders — while 262 added to existing stakes and 167 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $201M. The largest seller was Good Harbor Financial, cutting an estimated $1.09B.

  • 599 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q4 2014, up from 560 in Q3 2014.
  • Funds reported $16.5B of iShares Core S&P Mid-Cap ETF stock for Q4 2014, up 2.5% quarter-over-quarter.
  • 90 funds opened new iShares Core S&P Mid-Cap ETF positions in Q4 2014 and 42 closed out, a net change of +48 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q4 2014 was JP Morgan Chase, an estimated $201M added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q4 2014 was Good Harbor Financial, an estimated $1.09B sold.

Based on aggregated 13F filings for Q4 2014.