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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
SAM
301
Shamrock Asset Management
Texas
$1.07M +$1.03M +39,855 New
FFSOTS
302
Fiduciary Financial Services of The Southwest
Texas
$1.06M +$100K +3,875 +11%
MCM
303
Manchester Capital Management
Vermont
$1.05M
WTC
304
WhitTier Trust Company
Nevada
$1.05M -$13.6K -525 -1%
1IA
305
1834 Investment Advisors
Wisconsin
$1.01M -$38.6K -1,495 -4%
WA
306
WealthTrust-Arizona
Arizona
$971K +$56.4K +2,185 +6%
STMM
307
South Texas Money Management
Texas
$955K
FBNAT
308
FirstMerit Bank N.A. Trustee
Ohio
$951K +$918K +35,550 New
PJSIMP
309
P.J. Schmidt Investment Management (PJS)
Wisconsin
$941K +$907K +35,155 New
FFS
310
Founders Financial Securities
Maryland
$925K +$892K +34,555 New
HI
311
Horizon Investments
North Carolina
$923K +$148K +5,725 +20%
CB
312
Chemical Bank
Michigan
$919K +$14.8K +575 +2%
EFS
313
Essex Financial Services
Connecticut
$918K +$111K +4,315 +15%
CCG
314
Cypress Capital Group
Florida
$886K +$16.9K +655 +2%
ICAS
315
Investors Capital Advisory Services
Massachusetts
$878K +$4.78K +185 +0.6%
MFBTD
316
MB Financial Bank - Trust Department
Illinois
$869K +$111K +4,290 +15%
FBA
317
Front Barnett Associates
Illinois
$854K +$103K +4,000 +14%
TC
318
Telemus Capital
Michigan
$851K +$20.1K +780 +3%
GJIC
319
Gamble Jones Investment Counsel
California
$817K -$123K -4,755 -13%
WA
320
WESPAC Advisors
California
$817K +$117K +4,550 +18%
PFPT
321
Pinnacle Financial Partners (Tennessee)
Tennessee
$810K +$360K +13,965 +86%
PA
322
Pinnacle Associates
New York
$800K -$5.81K -225 -0.7%
HCMT
323
Highland Capital Management (Tennessee)
Tennessee
$799K -$9.94K -385 -1%
BAM
324
Boyar Asset Management
New York
$793K +$365K +14,145 +91%
BII
325
Bainco International Investors
Massachusetts
$792K

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.