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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
1SB
401
1ST Source Bank
Indiana
$356K -$7.23K -280 -2%
CT
402
Coastline Trust
Rhode Island
$355K
SS
403
SG Select
Florida
$352K -$1.81K -70 -0.5%
FAT
404
First American Trust
California
$339K
GIA
405
Guyasuta Investment Advisors
Pennsylvania
$338K
TIA
406
Tiemann Investment Advisors
California
$338K +$326K +12,615 New
AA
407
Ancora Advisors
Ohio
$336K -$49.7K -1,925 -13%
SC
408
Savant Capital
Illinois
$335K +$17.6K +680 +6%
JWM
409
Jacobus Wealth Management
Wisconsin
$334K +$322K +12,490 New
ICOA
410
Investment Centers of America
North Dakota
$329K -$979K -37,925 -74%
PWM
411
Perigon Wealth Management
California
$326K +$315K +12,190 New
I
412
IberiaBank
Louisiana
$322K +$67.4K +2,610 +28%
JCM
413
Janney Capital Management
Pennsylvania
$322K +$311K +12,035 New
CNBT
414
Canandaigua National Bank & Trust
New York
$320K +$25.2K +975 +9%
Jane Street
415
Jane Street
New York
$307K -$47.5M -1,842,045 -99%
GIA
416
Granite Investment Advisors
New Hampshire
$306K
DC
417
Davenport & Co
Virginia
$303K +$4.39K +170 +2%
LNWWM
418
Laird Norton Wetherby Wealth Management
California
$300K -$73.2K -2,835 -20%
AIM
419
Aspen Investment Management
Michigan
$300K
ABC
420
Associated Banc-Corp
Wisconsin
$297K +$286K +11,090 New
TCB
421
Texas Capital Bancshares
Texas
$286K
TIM
422
Tortoise Investment Management
New York
$283K +$119K +4,595 +77%
CAM
423
Congress Asset Management
Massachusetts
$280K
BFO
424
Boston Family Office
Massachusetts
$279K -$245K -9,500 -48%
GP
425
Girard Partners
Pennsylvania
$275K +$265K +10,275 New

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.