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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
V
26
Veritable
Delaware
$82.6M -$3.43M -133,010 -4%
Northern Trust
27
Northern Trust
Illinois
$82.5M +$6.38M +247,125 +9%
Citigroup
28
Citigroup
New York
$78.9M +$71.1M +2,755,010 +1,420%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$78.8M +$68.7M +2,659,975 +941%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$74.2M -$10.1M -391,400 -12%
LW
31
Linscomb Wealth
Texas
$67.5M +$2.09M +80,925 +3%
MIH
32
Madison Investment Holdings
Wisconsin
$65.4M +$3.01M +116,550 +5%
AA
33
ALPS Advisors
Colorado
$65.3M -$684K -26,500 -1%
BF
34
BOK Financial
Oklahoma
$64.2M +$3.07M +118,880 +5%
AIM
35
Acropolis Investment Management
Missouri
$58M -$4.28M -165,950 -7%
ACM
36
Argentus Capital Management
Texas
$57.9M +$55.9M +2,164,095 New
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$50.6M +$6.1M +236,395 +14%
EB
38
Eastern Bank
Massachusetts
$50.2M -$542K -21,005 -1%
Creative Planning
39
Creative Planning
Kansas
$49.1M +$2.06M +79,890 +5%
APCM
40
Alaska Permanent Capital Management
Alaska
$48.2M -$2.03M -78,680 -4%
Goldman Sachs
41
Goldman Sachs
New York
$47.4M +$26.2M +1,013,325 +134%
GHA
42
GW Henssler & Associates
Georgia
$46.1M +$682K +26,410 +2%
BIM
43
BlackRock Investment Management
Delaware
$45.7M +$6.43M +249,275 +17%
Comerica Bank
44
Comerica Bank
Texas
$45.2M -$10.5M -407,815 -19%
HTC
45
Haverford Trust Company
Pennsylvania
$44M +$42.4M +1,643,590 New
EMA
46
Efficient Market Advisors
California
$42M +$2.55M +98,695 +7%
NG
47
NatWest Group
United Kingdom
$41M -$2.12M -82,005 -5%
BP
48
Ballentine Partners
Massachusetts
$38.8M -$978K -37,905 -3%
BFG
49
Beacon Financial Group
Texas
$38.5M +$37.2M +1,442,740 New
Lazard Asset Management
50
Lazard Asset Management
New York
$37.9M -$15.2M -589,395 -29%

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.