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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
WF
476
WealthTrust Fairport
Ohio
$73K -$16.1K -625 -19%
WCM
477
Wealthcare Capital Management
Virginia
$68K -$3.23K -125 -5%
EFSCE
478
Enterprise Financial Services Corp (EFSC)
Missouri
$67K -$19.2K -745 -23%
DIA
479
Davidson Investment Advisors
Montana
$67K +$7.62K +295 +13%
LWCFA
480
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$63K -$12.9K -500 -17%
CFN
481
Cordasco Financial Network
Florida
$62K +$59.4K +2,300 New
GI
482
Gradient Investments
Minnesota
$61K +$7.74K +300 +15%
IAS
483
INR Advisory Services
Pennsylvania
$58K -$8K -310 -13%
AssetMark Inc
484
AssetMark Inc
California
$58K -$2.71K -105 -5%
BFEC
485
Benjamin F. Edwards & Company
Missouri
$58K
CG
486
Colony Group
Massachusetts
$54K +$51.9K +2,010 New
PO
487
Private Ocean
California
$53K +$51.1K +1,980 New
LNB
488
Ledyard National Bank
$42K +$24.4K +945 +151%
LFG
489
LifePlan Financial Group
Ohio
$40K +$37.4K +1,450 +4,143%
PIM
490
Parasol Investment Management
Illinois
$40K +$38.7K +1,500 New
KPCM
491
Kings Point Capital Management
New York
$37K
SMG
492
Spectrum Management Group
Indiana
$37K +$36.1K +1,400 New
BBPWM
493
Blue Bell Private Wealth Management
Pennsylvania
$36K +$34.8K +1,350 New
PFA
494
Paradigm Financial Advisors
Missouri
$35K +$33.9K +1,315 New
WOC
495
West Oak Capital
California
$33.5K
WEC
496
Winslow Evans & Crocker
Massachusetts
$31K +$29.6K +1,145 New
RFA
497
Reilly Financial Advisors
California
$22K -$645 -25 -3%
S
498
SignatureFD
Georgia
$22K
FBT
499
Founders Bank & Trust
Michigan
$19K +$1.81K +70 +10%
First Manhattan
500
First Manhattan
New York
$18K

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.