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iShares Core S&P Mid-Cap ETF

551 hedge funds and large institutions have $16.2B invested in iShares Core S&P Mid-Cap ETF in 2014 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 240 increasing their positions, 177 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more call options, than puts

Call options by funds: $37.7M | Put options by funds: $11.9M

130% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 20

36% more repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 177

22.05% more ownership

Funds ownership: 323.89%345.94% (+22%)

21% more capital invested

Capital invested by funds: $13.4B → $16.2B (+$2.82B)

8% more funds holding in top 10

Funds holding in top 10: 95103 (+8)

4% more funds holding

Funds holding: 529551 (+22)

Holders
551
Holders Change
+22
Holders Change %
+4.16%
% of All Funds
15.84%
Holding in Top 10
103
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+8.42%
% of All Funds
2.96%
New
46
Increased
240
Reduced
177
Closed
20
Calls
$37.7M
Puts
$11.9M
Net Calls
+$25.9M
Net Calls Change
+$11.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
26
Sentry Investment Management
Wisconsin
$95.1M +$2.29M +83,500 +3%
V
27
Veritable
Delaware
$89M +$1.06M +38,585 +1%
PI
28
Placemark Investments
Illinois
$79M +$70.9M +2,580,185 +1,444%
LW
29
Linscomb Wealth
Texas
$72.8M -$1.55M -56,275 -2%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$68.7M +$8.36M +304,115 +15%
AA
31
ALPS Advisors
Colorado
$67.3M -$683K -24,875 -1%
BF
32
BOK Financial
Oklahoma
$66.4M -$3.36M -122,375 -5%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$65.7M -$9.04M -328,990 -13%
AIM
34
Acropolis Investment Management
Missouri
$63.9M +$64.7K +2,355 +0.1%
Creative Planning
35
Creative Planning
Kansas
$62.9M +$6.77M +246,300 +13%
EB
36
Eastern Bank
Massachusetts
$59.3M -$21.2K -770 -0%
AFS
37
Aft Forsyth & Sober
Florida
$55.9M +$21.9M +798,050 +69%
Goldman Sachs
38
Goldman Sachs
New York
$51.8M +$2.9M +105,455 +6%
Comerica Bank
39
Comerica Bank
Texas
$49.9M +$526K +19,140 +1%
APCM
40
Alaska Permanent Capital Management
Alaska
$49.3M -$320K -11,630 -0.7%
HTC
41
Haverford Trust Company
Pennsylvania
$46.8M +$747K +27,205 +2%
GHA
42
GW Henssler & Associates
Georgia
$46.5M -$2.27M -82,490 -5%
EMA
43
Efficient Market Advisors
California
$44.8M -$2.33M -84,875 -5%
WT
44
Wilmington Trust
Delaware
$44.2M +$11.1M +405,140 +36%
NG
45
NatWest Group
United Kingdom
$42.4M -$1.31M -47,640 -3%
VAM
46
Visionary Asset Management
Texas
$40.3M +$38.4M +1,398,090 +12,957%
MWM
47
Modera Wealth Management
New Jersey
$39.5M +$849K +30,885 +2%
WSFS
48
Wilmington Savings Fund Society
Delaware
$39.4M -$537K -19,540 -1%
DIP
49
DT Investment Partners
Pennsylvania
$38.5M +$3.05M +110,895 +9%
Principal Financial Group
50
Principal Financial Group
Iowa
$38.3M +$501K +18,250 +1%

IJH Hedge Fund Activity: Q2 2014 in Review

551 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q2 2014, worth a combined $16.2B — up 21% from $13.4B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new IJH positions and 20 closed out — a net gain of 26 holders — while 240 added to existing stakes and 177 trimmed.

The largest buyer was Good Harbor Financial, opening a new position worth an estimated $1.14B. The largest seller was Valmark Advisers, cutting an estimated $51.6M.

  • 551 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q2 2014, up from 529 in Q1 2014.
  • Funds reported $16.2B of iShares Core S&P Mid-Cap ETF stock for Q2 2014, up 21% quarter-over-quarter.
  • 46 funds opened new iShares Core S&P Mid-Cap ETF positions in Q2 2014 and 20 closed out, a net change of +26 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q2 2014 was Good Harbor Financial, an estimated $1.14B added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q2 2014 was Valmark Advisers, an estimated $51.6M sold.

Based on aggregated 13F filings for Q2 2014.