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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
Bessemer Group
426
Bessemer Group
New Jersey
$501K +$258K +9,175 +113%
BAS
427
Brown Advisory Securities
Maryland
$500K +$47.9K +1,705 +11%
JIC
428
Joel Isaacson & Co
New York
$490K +$332K +11,820 +232%
CNBT
429
Canandaigua National Bank & Trust
New York
$482K -$3.51K -125 -0.7%
PSUF
430
People's United Financial
Connecticut
$479K -$7.02K -250 -1%
SI
431
Stephens Inc
Arkansas
$477K +$40.7K +1,450 +10%
QAM
432
QCI Asset Management
New York
$471K -$15.5K -550 -3%
SIG
433
Stanford Investment Group
California
$470K +$456K +16,230 New
CCT
434
Country Club Trust
Missouri
$469K -$117K -4,170 -20%
MOACM
435
Mutual of America Capital Management
New York
$467K +$71.1K +2,530 +19%
RNS
436
Robert N. Shapiro
$466K +$5.34K +190 +1%
AA
437
Ancora Advisors
Ohio
$459K +$99.5K +3,540 +29%
NGA
438
Naples Global Advisors
Florida
$453K
BAAM
439
Baker Avenue Asset Management
California
$452K +$438K +15,595 New
Toronto Dominion Bank
440
Toronto Dominion Bank
Ontario, Canada
$447K
EWM
441
Endurance Wealth Management
Rhode Island
$441K
1SB
442
1ST Source Bank
Indiana
$440K
I
443
IberiaBank
Louisiana
$436K +$6.88K +245 +2%
MFBTD
444
MB Financial Bank - Trust Department
Illinois
$431K -$226K -8,055 -35%
OCG
445
Opus Capital Group
Ohio
$429K -$79.4K -2,825 -16%
TCOT
446
Trust Company of Toledo
Ohio
$427K
MC
447
Middleton & Co
Massachusetts
$421K +$77.3K +2,750 +23%
DMS
448
Discretionary Management Services
Kansas
$420K -$140K -5,000 -26%
BC
449
Bartlett & Co
Ohio
$420K
BCM
450
Brookmont Capital Management
Texas
$411K -$108K -3,835 -21%

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.