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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
ANB
401
Amarillo National Bank
Texas
$658K
EC
402
Estate Counselors
Wisconsin
$647K -$99.7K -3,550 -14%
Carson Wealth (CWM LLC)
403
Carson Wealth (CWM LLC)
Nebraska
$642K -$32.3K -1,150 -5%
JCM
404
Janney Capital Management
Pennsylvania
$631K +$76.8K +2,735 +14%
MCC
405
Mid Continent Capital
Illinois
$625K -$193K -6,875 -24%
DSC
406
Duncker Streett & Co
Missouri
$620K +$12.9K +460 +2%
BFO
407
Boston Family Office
Massachusetts
$618K +$281K +10,000 +88%
BJL
408
Brighton Jones LLC
Washington
$602K +$47.3K +1,685 +9%
SWM
409
SVA Wealth Management
Wisconsin
$597K +$579K +20,605 New
WIL
410
Winifred I. Li
$587K
BB
411
Busey Bank
Illinois
$577K -$5.06K -180 -0.9%
Axa
412
Axa
France
$558K
FAAM
413
First Allied Asset Management
California
$557K -$1.48M -52,700 -73%
FWIA
414
Fort Washington Investment Advisors
Ohio
$557K +$16.2K +575 +3%
KL
415
KWMG LLC
Kansas
$550K +$527K +18,750 New
EWA
416
EP Wealth Advisors
California
$548K -$144K -5,140 -21%
BWAM
417
Boyd Watterson Asset Management
Ohio
$548K
PGFC
418
Peapack-Gladstone Financial Corp
New Jersey
$536K +$9.83K +350 +2%
PWLP
419
Prio Wealth Limited Partnership
Massachusetts
$535K +$702 +25 +0.1%
GWM
420
Greenwich Wealth Management
Connecticut
$532K +$40.7K +1,450 +9%
MIM
421
Marco Investment Management
Georgia
$521K +$107K +3,825 +27%
YP
422
Yellowstone Partners
Idaho
$520K +$32.3K +1,150 +7%
DWT
423
Dorsey & Whitney Trust
South Dakota
$517K +$235K +8,350 +88%
ANBT
424
American National Bank & Trust
Texas
$507K +$51.3K +1,825 +12%
KCPG
425
Kavar Capital Partners Group
Kansas
$504K -$19.1K -680 -4%

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.