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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
CHC
426
City Holding Co
West Virginia
$273K +$264K +10,215 New
TBA
427
Tower Bridge Advisors
Pennsylvania
$268K
GWM
428
Greenwich Wealth Management
Connecticut
$268K
Bessemer Group
429
Bessemer Group
New Jersey
$266K +$202K +7,845 +369%
DP
430
Dearborn Partners
Illinois
$261K +$516 +20 +0.2%
HC
431
HHG & Company
Connecticut
$259K -$55.1K -2,135 -18%
LIA
432
LS Investment Advisors
Michigan
$258K
TH
433
TCTC Holdings
Texas
$257K -$11.6K -450 -4%
FSC
434
Fiduciary Services Corp
Georgia
$256K +$3.23K +125 +1%
DWT
435
Dorsey & Whitney Trust
South Dakota
$254K
HB
436
Homrich & Berg
Georgia
$251K +$242K +9,375 New
BFA
437
Bragg Financial Advisors
North Carolina
$248K
LC
438
Lourd Capital
California
$245K +$236K +9,155 New
PPA
439
Parametric Portfolio Associates
Washington
$242K -$616K -23,880 -73%
VDI
440
Vaughan David Investments
Illinois
$239K
BSW
441
Buckingham Strategic Wealth
Missouri
$235K +$227K +8,775 New
MIC
442
Meridian Investment Counsel
California
$225K +$217K +8,400 New
PGIM
443
Pacific Global Investment Management
California
$221K
SI
444
Stephens Inc
Arkansas
$221K +$214K +8,275 New
OIA
445
Optimum Investment Advisors
Illinois
$220K
AW
446
ACG Wealth
Georgia
$216K +$208K +8,060 New
PAG
447
Pinnacle Advisory Group
Maryland
$215K
TCOT
448
Trust Company of Toledo
Ohio
$210K +$203K +7,850 New
AMIM
449
Aull & Monroe Investment Management
Alabama
$210K +$203K +7,875 New
FFA
450
First Foundation Advisors
California
$209K

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.