We are live on ! Find out more
IJH icon

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
CWM
276
Concert Wealth Management
California
$2.08M -$173K -6,160 -8%
PJSIMP
277
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.08M +$1.01M +35,970 +100%
PGA
278
Portland Global Advisors
Maine
$2.08M
AC
279
Alley Company
Illinois
$2.08M +$376K +13,390 +23%
Barclays
280
Barclays
United Kingdom
$2.06M -$987K -35,110 -33%
William Blair & Company
281
William Blair & Company
Illinois
$2.06M +$251K +8,920 +14%
RMDI
282
R.M. Davis Inc
Maine
$2.06M +$217K +7,725 +12%
CCT
283
Capital City Trust
Florida
$2.05M
PG
284
Patten Group
Tennessee
$2.01M +$1.95M +69,530 New
RW
285
Rand Wealth
Maryland
$2.01M +$1.47M +52,270 +326%
CFB
286
Cullen/Frost Bankers
Texas
$1.98M -$40.5K -1,440 -2%
FC
287
FCA Corp
Texas
$1.94M -$469K -16,675 -20%
CFA
288
Cahill Financial Advisors
Minnesota
$1.91M +$43.1K +1,535 +2%
SCG
289
Sonata Capital Group
Washington
$1.91M +$1.85M +65,925 New
OWD
290
Osborn Williams & Donohoe
Ohio
$1.89M -$16.2K -575 -0.9%
TCM
291
Telos Capital Management
California
$1.86M +$6.88K +245 +0.4%
SBH
292
Segall Bryant & Hamill
Illinois
$1.86M
PP
293
Palladium Partners
Virginia
$1.81M -$14K -500 -0.8%
TFF
294
The Family Firm
Maryland
$1.79M +$1.74M +61,915 New
RPGK
295
Retirement Planning Group (Kansas)
Kansas
$1.75M -$183K -6,505 -10%
CCM
296
Condor Capital Management
New Jersey
$1.75M -$94.1K -3,350 -5%
FWM
297
Frontier Wealth Management
Missouri
$1.74M +$1.69M +60,200 New
RJT
298
Raymond James Trust
Florida
$1.71M
MWP
299
Moller Wealth Partners
$1.7M
CB
300
Chemical Bank
Michigan
$1.7M +$262K +9,320 +19%

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.