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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
EVM
251
Eaton Vance Management
Massachusetts
$1.94M -$414K -16,025 -18%
CFB
252
Cullen/Frost Bankers
Texas
$1.92M -$164K -6,360 -8%
CCT
253
Capital City Trust
Florida
$1.9M
CW
254
Cobiz Wealth
Colorado
$1.86M +$439K +16,990 +32%
BOTW
255
Bank of the West
California
$1.86M +$747K +28,940 +71%
TD Asset Management
256
TD Asset Management
Ontario, Canada
$1.81M +$9.03K +350 +0.5%
LNC
257
Lincoln National Corp
Pennsylvania
$1.78M +$1.71M +66,390 New
OWD
258
Osborn Williams & Donohoe
Ohio
$1.76M +$5.16K +200 +0.3%
GA
259
GFS Advisors
Texas
$1.74M -$76.4K -2,960 -4%
SBH
260
Segall Bryant & Hamill
Illinois
$1.72M
FWCM
261
Ferguson Wellman Capital Management
Oregon
$1.72M +$83.9K +3,250 +5%
Thrivent Financial for Lutherans
262
Thrivent Financial for Lutherans
Minnesota
$1.71M +$463K +17,930 +39%
William Blair & Company
263
William Blair & Company
Illinois
$1.68M -$121K -4,680 -7%
PP
264
Palladium Partners
Virginia
$1.68M +$24.4K +945 +2%
BCMO
265
Buckingham Capital Management (Ohio)
Ohio
$1.66M -$159K -6,175 -9%
CB
266
Commerce Bank
Missouri
$1.62M +$448K +17,350 +40%
PP
267
Patten & Patten
Tennessee
$1.6M -$342K -13,250 -18%
BAC
268
Boys Arnold & Co
North Carolina
$1.55M -$141K -5,465 -9%
CFA
269
Cahill Financial Advisors
Minnesota
$1.52M +$1.46M +56,745 New
FCB
270
First Citizens Bancorporation
South Carolina
$1.52M -$25.8K -1,000 -2%
CIA
271
CCM Investment Advisers
South Carolina
$1.52M -$25.8K -1,000 -2%
CCM
272
Coldstream Capital Management
Washington
$1.51M -$204K -7,895 -12%
PSI
273
Pinnacle Summer Investments
Virginia
$1.49M +$303K +11,735 +27%
VFS
274
VSR Financial Services
Kansas
$1.49M +$91.8K +3,555 +7%
RMDI
275
R.M. Davis Inc
Maine
$1.47M -$111K -4,300 -7%

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.