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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
WJA
351
Williams Jones & Associates
New York
$607K -$6.32K -245 -1%
DSC
352
Duncker Streett & Co
Missouri
$591K +$203K +7,875 +55%
CBU
353
CIBC Bank USA
Illinois
$590K +$103K +3,975 +22%
BB
354
Busey Bank
Illinois
$580K -$14.3K -555 -2%
EWA
355
EP Wealth Advisors
California
$565K
WSTAM
356
Wilbanks Smith & Thomas Asset Management
Virginia
$565K +$545K +21,100 New
FAAM
357
First Allied Asset Management
California
$563K +$545K +21,110 New
BG
358
Bahl & Gaynor
Ohio
$561K +$26.8K +1,040 +5%
ASN
359
Advisory Services Network
Georgia
$549K +$530K +20,525 New
RMCM
360
Reynders McVeigh Capital Management
Massachusetts
$548K +$1.03K +40 +0.2%
BHBT
361
Burke & Herbert Bank & Trust
Virginia
$543K +$38.3K +1,485 +8%
WIL
362
Winifred I. Li
$542K
ST
363
Stifel Trust
Missouri
$537K
DMS
364
Discretionary Management Services
Kansas
$522K -$129K -5,000 -20%
Axa
365
Axa
France
$516K
WSA
366
Willow Street Advisors
Florida
$511K
DIA
367
Dana Investment Advisors
Wisconsin
$508K +$25K +970 +5%
BWAM
368
Boyd Watterson Asset Management
Ohio
$506K -$52.9K -2,050 -10%
DD
369
Dominick & Dominick
New York
$495K -$6.45K -250 -1%
CAL
370
Capital Analysts LLC
Pennsylvania
$495K +$8.13K +315 +2%
BCM
371
Brookmont Capital Management
Texas
$494K -$645 -25 -0.1%
SCM
372
Steward Capital Management
Michigan
$492K
BAS
373
Brown Advisory Securities
Maryland
$491K +$120K +4,645 +34%
CCT
374
Country Club Trust
Missouri
$489K
CWA
375
Convergent Wealth Advisors
Maryland
$482K

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.