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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
GLA
376
Great Lakes Advisors
Illinois
$467K -$4M -154,870 -90%
BIM
377
Bridgecreek Investment Management
Oklahoma
$465K
ONB
378
Old National Bancorp
Indiana
$452K +$6.84K +265 +2%
PSUF
379
People's United Financial
Connecticut
$449K
EWM
380
Endurance Wealth Management
Rhode Island
$444K
RIA
381
Regal Investment Advisors
Michigan
$444K +$132K +5,115 +45%
DT
382
Diversified Trust
Tennessee
$442K +$24.8K +960 +6%
FWIA
383
Fort Washington Investment Advisors
Ohio
$437K +$35.5K +1,375 +9%
YP
384
Yellowstone Partners
Idaho
$434K +$418K +16,200 New
NL
385
NWAM LLC
Washington
$430K -$199K -7,705 -32%
RNS
386
Robert N. Shapiro
$426K -$558K -21,600 -58%
JA
387
JOYN Advisors
Georgia
$422K +$388K +15,015 +2,002%
PWLP
388
Prio Wealth Limited Partnership
Massachusetts
$418K -$62.6K -2,425 -13%
NGA
389
Naples Global Advisors
Florida
$418K +$403K +15,625 New
Toronto Dominion Bank
390
Toronto Dominion Bank
Ontario, Canada
$414K
PCM
391
Parsons Capital Management
Rhode Island
$412K -$81.1K -3,140 -17%
QAM
392
QCI Asset Management
New York
$408K -$5.94K -230 -1%
CT
393
Cambridge Trust
Massachusetts
$408K
TT
394
Tower Trust
Indiana
$407K -$105K -4,075 -21%
SNT
395
Security National Trust
West Virginia
$406K -$44.5K -1,725 -10%
SCA
396
STALEY CAPITAL ADVISERS
Pennsylvania
$401K
JFGIW
397
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$386K +$327K +12,685 +725%
BC
398
Bartlett & Co
Ohio
$382K +$21.7K +840 +6%
SCA
399
Salient Capital Advisors
Texas
$380K +$56.7K +2,195 +18%
PGFC
400
Peapack-Gladstone Financial Corp
New Jersey
$378K +$102K +3,970 +39%

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.