We are live on ! Find out more
IJH icon

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
Comerica Bank
26
Comerica Bank
Texas
$98.8M +$48.3M +1,717,465 +101%
V
27
Veritable
Delaware
$89.8M +$462K +16,435 +0.5%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$88.6M +$8.21M +292,250 +11%
Citigroup
29
Citigroup
New York
$86.4M -$1.15M -40,880 -1%
M&T Bank
30
M&T Bank
New York
$76.8M +$1.03M +36,810 +1%
Creative Planning
31
Creative Planning
Kansas
$75.4M +$1.12M +39,880 +2%
AIM
32
Acropolis Investment Management
Missouri
$67.7M +$1.62M +57,815 +3%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$66M +$1.88M +66,785 +3%
LW
34
Linscomb Wealth
Texas
$64.8M -$2.78M -99,075 -4%
BF
35
BOK Financial
Oklahoma
$63.6M -$3.33M -118,395 -5%
EB
36
Eastern Bank
Massachusetts
$60.5M -$181K -6,435 -0.3%
AFS
37
Aft Forsyth & Sober
Florida
$55.7M +$682K +24,275 +1%
EMA
38
Efficient Market Advisors
California
$50.2M +$4.99M +177,670 +11%
HTC
39
Haverford Trust Company
Pennsylvania
$49.2M +$936K +33,295 +2%
GHA
40
GW Henssler & Associates
Georgia
$47.6M +$466K +16,600 +1%
CFG
41
CKW Financial Group
Hawaii
$44.7M +$1.25M +44,420 +3%
APCM
42
Alaska Permanent Capital Management
Alaska
$44.3M -$7.08M -252,120 -14%
HSBC Holdings
43
HSBC Holdings
United Kingdom
$42.3M -$2.06M -73,295 -5%
DIP
44
DT Investment Partners
Pennsylvania
$40.6M -$119K -4,220 -0.3%
PI
45
Placemark Investments
Illinois
$40.1M -$62.8M -2,233,925 -62%
CNB
46
City National Bank
California
$40.1M +$24.1M +856,180 +162%
WSFS
47
Wilmington Savings Fund Society
Delaware
$40M +$67.6K +2,405 +0.2%
HNB
48
Huntington National Bank
Ohio
$39.6M
Principal Financial Group
49
Principal Financial Group
Iowa
$39.3M +$7.38M +262,500 +24%
MWM
50
Modera Wealth Management
New Jersey
$38.9M -$908K -32,305 -2%

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.