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iShares Core S&P Mid-Cap ETF

560 hedge funds and large institutions have $16.1B invested in iShares Core S&P Mid-Cap ETF in 2014 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 240 increasing their positions, 173 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

561% more call options, than puts

Call options by funds: $21.9M | Put options by funds: $3.31M

52% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 29

39% more repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 173

2% more funds holding

Funds holding: 551560 (+9)

0% less capital invested

Capital invested by funds: $16.2B → $16.1B (-$55.3M)

0.88% less ownership

Funds ownership: 345.94%345.05% (-0.88%)

1% less funds holding in top 10

Funds holding in top 10: 103102 (-1)

Holders
560
Holders Change
+9
Holders Change %
+1.63%
% of All Funds
16.25%
Holding in Top 10
102
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.97%
% of All Funds
2.96%
New
44
Increased
240
Reduced
173
Closed
29
Calls
$21.9M
Puts
$3.31M
Net Calls
+$18.6M
Net Calls Change
-$7.31M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$97.5M +$49.4M +1,753,770 +97%
SIM
27
Sentry Investment Management
Wisconsin
$93.8M +$3.02M +107,000 +3%
V
28
Veritable
Delaware
$84.4M -$738K -26,180 -0.8%
Citigroup
29
Citigroup
New York
$82.7M -$358M -12,713,685 -81%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$75.7M +$10.3M +365,915 +15%
M&T Bank
31
M&T Bank
New York
$71.5M +$72M +2,555,410 +4,226%
Creative Planning
32
Creative Planning
Kansas
$70.1M +$10.2M +363,665 +17%
LW
33
Linscomb Wealth
Texas
$63.9M -$5.82M -206,570 -8%
BF
34
BOK Financial
Oklahoma
$63.3M -$151K -5,375 -0.2%
AIM
35
Acropolis Investment Management
Missouri
$62.4M +$1.34M +47,485 +2%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$60.5M -$2.33M -82,775 -4%
EB
37
Eastern Bank
Massachusetts
$57.3M +$695K +24,680 +1%
AFS
38
Aft Forsyth & Sober
Florida
$52M -$1.55M -55,000 -3%
VAM
39
Visionary Asset Management
Texas
$52M +$13.8M +490,765 +35%
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$51.2M +$15.3M +541,720 +41%
APCM
41
Alaska Permanent Capital Management
Alaska
$48.7M +$1.62M +57,385 +3%
Comerica Bank
42
Comerica Bank
Texas
$46.4M -$1.36M -48,360 -3%
HTC
43
Haverford Trust Company
Pennsylvania
$45.5M +$849K +30,120 +2%
GHA
44
GW Henssler & Associates
Georgia
$44.5M -$12K -425 -0%
EMA
45
Efficient Market Advisors
California
$42.5M -$365K -12,950 -0.8%
HSBC Holdings
46
HSBC Holdings
United Kingdom
$41.7M +$24.5M +871,065 +133%
CFG
47
CKW Financial Group
Hawaii
$41M +$42.3M +1,499,775 +177,488%
DIP
48
DT Investment Partners
Pennsylvania
$38.5M +$1.71M +60,640 +5%
SHGA
49
Sand Hill Global Advisors
California
$38M +$5.86M +208,120 +18%
WSFS
50
Wilmington Savings Fund Society
Delaware
$37.7M +$76.1K +2,700 +0.2%

IJH Hedge Fund Activity: Q3 2014 in Review

560 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q3 2014, worth a combined $16.1B — down 0.34% from $16.2B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new IJH positions and 29 closed out — a net gain of 15 holders — while 240 added to existing stakes and 173 trimmed.

The largest buyer was Good Harbor Financial, adding an estimated $468M. The largest seller was Citigroup, cutting an estimated $358M.

  • 560 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q3 2014, up from 551 in Q2 2014.
  • Funds reported $16.1B of iShares Core S&P Mid-Cap ETF stock for Q3 2014, down 0.34% quarter-over-quarter.
  • 44 funds opened new iShares Core S&P Mid-Cap ETF positions in Q3 2014 and 29 closed out, a net change of +15 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q3 2014 was Good Harbor Financial, an estimated $468M added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q3 2014 was Citigroup, an estimated $358M sold.

Based on aggregated 13F filings for Q3 2014.