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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
Natixis Advisors
301
Natixis Advisors
Massachusetts
$1.65M -$1.8M -63,990 -53%
SNT
302
Security National Trust
West Virginia
$1.65M +$778K +27,680 +94%
BCMO
303
Buckingham Capital Management (Ohio)
Ohio
$1.63M -$58.6K -2,085 -4%
WA
304
WealthTrust-Arizona
Arizona
$1.62M +$156K +5,560 +11%
PMFA
305
Plante Moran Financial Advisors
Michigan
$1.62M
CBN
306
Cadence Bank NA
Texas
$1.61M +$155K +5,500 +11%
Invesco
307
Invesco
Georgia
$1.6M +$59.8K +2,130 +4%
PTC
308
Private Trust Company
Ohio
$1.6M +$1.56M +55,395 New
HH
309
Hilltop Holdings
Texas
$1.59M -$167K -5,930 -10%
RC
310
RegentAtlantic Capital
New Jersey
$1.56M
BP
311
BBR Partners
New York
$1.56M -$15.5K -550 -1%
CL
312
Choreo LLC
Illinois
$1.54M +$92.2K +3,280 +7%
VKH
313
Virtu KCG Holdings
New York
$1.54M +$1.08M +38,535 +264%
VFS
314
VSR Financial Services
Kansas
$1.54M -$217K -7,720 -13%
TPP
315
Triangle Peak Partners
California
$1.5M -$457K -16,270 -24%
Capital Fund Management (CFM)
316
Capital Fund Management (CFM)
France
$1.47M +$1.03M +36,640 +262%
FCB
317
First Citizens Bancorporation
South Carolina
$1.46M -$804K -28,600 -36%
CIA
318
CCM Investment Advisers
South Carolina
$1.46M -$32.3K -1,150 -2%
BAC
319
Boys Arnold & Co
North Carolina
$1.46M -$16.9K -600 -1%
WRM
320
Westport Resources Management
Connecticut
$1.45M -$40.2K -1,430 -3%
WS
321
Wedbush Securities
California
$1.44M +$30.8K +1,095 +2%
CCM
322
Coldstream Capital Management
Washington
$1.43M -$154K -5,475 -10%
Millennium Management
323
Millennium Management
New York
$1.42M -$2.02M -71,870 -59%
KIA
324
KCM Investment Advisors
California
$1.4M +$140 +5 +0%
CAM
325
Concorde Asset Management
Michigan
$1.4M +$1.36M +48,330 New

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.