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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
AWM
476
Affinity Wealth Management
Delaware
$314K +$305K +10,855 New
TCB
477
Texas Capital Bancshares
Texas
$309K
CHC
478
City Holding Co
West Virginia
$299K
ACM
479
Azimuth Capital Management
Michigan
$290K +$282K +10,025 New
FI
480
FormulaFolio Investments
Michigan
$286K +$278K +9,890 New
MC
481
Miles Capital
Iowa
$284K -$250K -8,880 -47%
DP
482
Dearborn Partners
Illinois
$284K +$281 +10 +0.1%
BII
483
Bainco International Investors
Massachusetts
$282K
VDI
484
Vaughan David Investments
Illinois
$280K +$22.1K +785 +9%
LIA
485
LS Investment Advisors
Michigan
$279K
AIM
486
Advantage Investment Management
Iowa
$279K +$271K +9,640 New
FSC
487
Fiduciary Services Corp
Georgia
$277K
FPCP
488
Fort Point Capital Partners
California
$276K +$268K +9,525 New
LAIC
489
Lederer & Associates Investment Counsel
California
$274K +$266K +9,475 New
BBHC
490
Brown Brothers Harriman & Co
New York
$269K -$501K -17,845 -66%
BFA
491
Bragg Financial Advisors
North Carolina
$268K
CMP
492
Courage Miller Partners
Virginia
$266K -$1.83K -65 -0.7%
LC
493
Lourd Capital
California
$265K
SIC
494
Salem Investment Counselors
North Carolina
$263K +$7.3K +260 +3%
Neuberger Berman Group
495
Neuberger Berman Group
New York
$263K +$256K +9,100 New
BW
496
Bison Wealth
Georgia
$261K +$253K +9,010 New
BCP
497
Blue Chip Partners
Michigan
$260K +$252K +8,965 New
EAM
498
Evanson Asset Management
California
$254K +$5.62K +200 +2%
GA
499
Geneva Advisors
Illinois
$250K +$243K +8,645 New
SAM
500
Solaris Asset Management
New York
$248K +$241K +8,580 New

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.