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iShares Core S&P Mid-Cap ETF

451 hedge funds and large institutions have $11.4B invested in iShares Core S&P Mid-Cap ETF in 2013 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 226 increasing their positions, 119 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 119

67% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 21

15% more funds holding in top 10

Funds holding in top 10: 7384 (+11)

11% more capital invested

Capital invested by funds: $10.3B → $11.4B (+$1.12B)

2% more funds holding

Funds holding: 442451 (+9)

0.46% less ownership

Funds ownership: 321.69%321.23% (-0.46%)

28% less call options, than puts

Call options by funds: $40.6M | Put options by funds: $56.6M

Holders
451
Holders Change
+9
Holders Change %
+2.04%
% of All Funds
14.62%
Holding in Top 10
84
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+15.07%
% of All Funds
2.72%
New
35
Increased
226
Reduced
119
Closed
21
Calls
$40.6M
Puts
$56.6M
Net Calls
-$16M
Net Calls Change
-$43.1M
Name Holding Trade Value Shares
Change
Change in
Stake
LW
26
Linscomb Wealth
Texas
$60.6M +$1.9M +77,900 +3%
AIM
27
Acropolis Investment Management
Missouri
$58M -$462K -18,925 -0.8%
MIH
28
Madison Investment Holdings
Wisconsin
$57.8M +$15M +613,200 +36%
BF
29
BOK Financial
Oklahoma
$56.6M +$3.7M +151,510 +7%
Comerica Bank
30
Comerica Bank
Texas
$52M -$845K -34,635 -2%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$50.8M +$9.9M +405,525 +25%
Lazard Asset Management
32
Lazard Asset Management
New York
$49.8M +$80.5K +3,300 +0.2%
EB
33
Eastern Bank
Massachusetts
$47.1M -$4.67M -191,475 -9%
APCM
34
Alaska Permanent Capital Management
Alaska
$46.7M +$3.38M +138,310 +8%
Jane Street
35
Jane Street
New York
$46M +$44.7M +1,831,150 +8,193%
VAM
36
Visionary Asset Management
Texas
$45.3M +$43.9M +1,797,910 New
Creative Planning
37
Creative Planning
Kansas
$43.6M +$3.52M +144,160 +9%
GHA
38
GW Henssler & Associates
Georgia
$42.1M +$403K +16,520 +1%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$41.1M +$2.99M +122,615 +8%
NG
40
NatWest Group
United Kingdom
$40M +$431K +17,645 +1%
BP
41
Ballentine Partners
Massachusetts
$37M +$531K +21,770 +1%
EMA
42
Efficient Market Advisors
California
$36.5M +$3.63M +148,670 +11%
BIM
43
BlackRock Investment Management
Delaware
$36.2M +$2.95M +120,955 +9%
SHGA
44
Sand Hill Global Advisors
California
$35.5M +$7.75M +317,535 +29%
WSFS
45
Wilmington Savings Fund Society
Delaware
$35.2M +$81.4K +3,335 +0.2%
DIP
46
DT Investment Partners
Pennsylvania
$32.4M +$4.05M +165,995 +15%
Principal Financial Group
47
Principal Financial Group
Iowa
$31.4M +$2.94M +120,550 +11%
MWM
48
Modera Wealth Management
New Jersey
$31.1M +$575K +23,575 +2%
BPB
49
Badgley, Phelps & Bell
Washington
$30.3M +$284K +11,655 +1%
Invesco
50
Invesco
Georgia
$29.7M +$9.55M +391,155 +49%

IJH Hedge Fund Activity: Q3 2013 in Review

451 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q3 2013, worth a combined $11.4B — up 11% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new IJH positions and 21 closed out — a net gain of 14 holders — while 226 added to existing stakes and 119 trimmed.

The largest buyer was BlackRock Institutional Trust, adding an estimated $201M. The largest seller was Credit Suisse, cutting an estimated $193M.

  • 451 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q3 2013, up from 442 in Q2 2013.
  • Funds reported $11.4B of iShares Core S&P Mid-Cap ETF stock for Q3 2013, up 11% quarter-over-quarter.
  • 35 funds opened new iShares Core S&P Mid-Cap ETF positions in Q3 2013 and 21 closed out, a net change of +14 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q3 2013 was BlackRock Institutional Trust, an estimated $201M added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q3 2013 was Credit Suisse, an estimated $193M sold.

Based on aggregated 13F filings for Q3 2013.