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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
BT
326
Bankers Trust
Iowa
$792K
TFCP
327
Twin Focus Capital Partners
Massachusetts
$751K
MWR
328
McAdams Wright Ragen
Washington
$748K +$129 +5 +0%
Franklin Resources
329
Franklin Resources
California
$747K +$277K +10,740 +62%
FSIM
330
F-Squared Investment Management
Massachusetts
$745K +$719K +27,840 New
MCC
331
Mid Continent Capital
Illinois
$744K -$113K -4,375 -14%
OCG
332
Opus Capital Group
Ohio
$733K +$707K +27,375 New
HW
333
Hancock Whitney
Mississippi
$727K
ST
334
Somerset Trust
Pennsylvania
$717K +$691K +26,775 New
AWA
335
Arete Wealth Advisors
Illinois
$715K +$689K +26,710 New
EC
336
Estate Counselors
Wisconsin
$713K -$134K -5,200 -16%
Schroder Investment Management Group
337
Schroder Investment Management Group
United Kingdom
$709K
WWM
338
Willingdon Wealth Management
North Carolina
$709K +$684K +26,490 New
EWA
339
Exencial Wealth Advisors
Oklahoma
$695K -$27K -1,045 -4%
Bank of Nova Scotia
340
Bank of Nova Scotia
Ontario, Canada
$682K
MAM
341
Marquette Asset Management
Minnesota
$673K
HCA
342
Harbour Capital Advisors
Virginia
$671K
WAM
343
Weatherly Asset Management
California
$669K +$41.9K +1,625 +7%
MCWS
344
McKinley Carter Wealth Services
West Virginia
$650K +$387 +15 +0.1%
MLL
345
Moody Lynn & Lieberson
Massachusetts
$644K -$37K -1,435 -6%
SFA
346
Sequoia Financial Advisors
Ohio
$641K +$618K +23,935 New
CFA
347
Carroll Financial Associates
North Carolina
$629K +$71.1K +2,755 +13%
PAS
348
Partnervest Advisory Services
California
$622K +$38.2K +1,480 +7%
ANB
349
Amarillo National Bank
Texas
$617K +$8.39K +325 +1%
WA
350
WFG Advisors
Texas
$613K +$32.3K +1,250 +6%

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.