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
CC
326
Cadinha & Co
Hawaii
$1.4M +$209K +7,445 +18%
WF
327
Welch & Forbes
Massachusetts
$1.37M
FT
328
Fiduciary Trust
Massachusetts
$1.37M +$1.33M +47,160 New
FHA
329
First Horizon Advisors
Tennessee
$1.32M +$39.2K +1,395 +3%
BHIA
330
Birch Hill Investment Advisors
Massachusetts
$1.29M +$3.37K +120 +0.3%
GW
331
GW & Wade
Massachusetts
$1.28M +$1.24M +44,295 New
WCWM
332
Wooster Corthell Wealth Management
Connecticut
$1.28M -$421 -15 -0%
VC
333
Vicus Capital
Pennsylvania
$1.27M +$1.24M +44,015 New
SFM
334
Signature Financial Management
Virginia
$1.22M +$228K +8,125 +24%
HI
335
Horizon Investments
North Carolina
$1.21M +$5.48K +195 +0.5%
FFS
336
Founders Financial Securities
Maryland
$1.2M -$6.6K -235 -0.6%
WTC
337
WhitTier Trust Company
Nevada
$1.18M -$2.53K -90 -0.2%
NFG
338
Next Financial Group
Texas
$1.17M -$1.38M -49,080 -55%
NC
339
NewSquare Capital
Pennsylvania
$1.17M -$371K -13,210 -25%
MIAN
340
Mariner Independent Advisor Network
Kansas
$1.17M -$549K -19,555 -33%
FNBT
341
FineMark National Bank & Trust
Florida
$1.17M +$12.5K +445 +1%
WA
342
WFG Advisors
Texas
$1.17M +$195K +6,950 +21%
TFCP
343
Twin Focus Capital Partners
Massachusetts
$1.16M +$15.3K +545 +1%
FFSOTS
344
Fiduciary Financial Services of The Southwest
Texas
$1.15M +$843 +30 +0.1%
MCM
345
Manchester Capital Management
Vermont
$1.14M
DT
346
Diversified Trust
Tennessee
$1.14M +$1.1M +39,225 New
TNBTD
347
Trustmark National Bank Trust Department
Mississippi
$1.1M -$15.5K -550 -1%
CT
348
Cambridge Trust
Massachusetts
$1.08M -$52.7K -1,875 -5%
SHWM
349
Smith & Howard Wealth Management
Georgia
$1.06M
1IA
350
1834 Investment Advisors
Wisconsin
$1.06M -$17.4K -620 -2%

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.