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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
STMM
351
South Texas Money Management
Texas
$1.05M +$21.1K +750 +2%
RIA
352
Regal Investment Advisors
Michigan
$1.05M +$121K +4,295 +13%
TSS
353
Two Sigma Securities
New York
$1.04M +$1.01M +35,890 New
AIA
354
Alerus Investment Advisors
Minnesota
$1.01M +$17.7K +630 +2%
SWM
355
Segment Wealth Management
Texas
$986K -$208K -7,390 -18%
JFGIW
356
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$977K +$577K +20,540 +155%
ICAS
357
Investors Capital Advisory Services
Massachusetts
$976K +$2.11K +75 +0.2%
FC
358
Financial Consulate
Maryland
$971K +$942K +33,520 New
EFS
359
Essex Financial Services
Connecticut
$968K +$37.4K +1,330 +4%
BG
360
Bahl & Gaynor
Ohio
$965K +$104K +3,700 +12%
PFBT
361
Parkside Financial Bank & Trust
Missouri
$961K -$14K -500 -1%
CCG
362
Cypress Capital Group
Florida
$959K -$128K -4,550 -12%
FIG
363
Fusion Investment Group
Pennsylvania
$952K +$160K +5,700 +21%
FBA
364
Front Barnett Associates
Illinois
$949K +$702 +25 +0.1%
ASN
365
Advisory Services Network
Georgia
$931K +$633K +22,535 +221%
WWM
366
Willingdon Wealth Management
North Carolina
$925K +$22.9K +815 +3%
HW
367
Hancock Whitney
Mississippi
$922K
MCWS
368
McKinley Carter Wealth Services
West Virginia
$907K +$312K +11,095 +55%
JWBC
369
J.W. Burns & Co
New York
$900K +$24.2K +860 +3%
FCI
370
Financial Counselors Inc
Kansas
$881K -$33K -1,175 -4%
PFG
371
Pacific Financial Group
Washington
$863K -$15M -534,925 -95%
DD
372
Dominick & Dominick
New York
$859K +$17.1K +610 +2%
EWA
373
Exencial Wealth Advisors
Oklahoma
$856K
TC
374
Telemus Capital
Michigan
$855K -$13.5K -480 -2%
PAS
375
Partnervest Advisory Services
California
$832K -$61.7K -2,195 -7%

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.