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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
FAM
501
Formidable Asset Management
Ohio
$16K +$15.6K +605 New
PFSC
502
Peoples Financial Services Corp
Pennsylvania
$13K +$12.9K +500 New
SGC
503
South Georgia Capital
Illinois
$12K +$12K +465 New
CCS
504
Crosspoint Capital Strategies
California
$11K +$10.5K +405 New
AFIA
505
America First Investment Advisors
Nebraska
$10K
TCM
506
Tradewinds Capital Management
Washington
$10K +$9.16K +355 New
CMO
507
Covenant Multifamily Offices
Texas
$10K +$10.1K +390 New
HI
508
Hudock Inc
Pennsylvania
$8K
MIM
509
Macroview Investment Management
Maryland
$7K
TWA
510
TCI Wealth Advisors
Arizona
$7K +$6.71K +260 New
HDIM
511
Hanson & Doremus Investment Management
Vermont
$5K +$5.16K +200 New
FMP
512
Financial Management Professionals
Texas
$4K
NDSI
513
Newman Dignan & Sheerar Inc
Rhode Island
$2.48K +$35K +1,355 +1%
Manulife (Manufacturers Life Insurance)
514
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11 +$10.3K +400 New
LMIM
515
Lockheed Martin Investment Management
Maryland
-$14.2M -572,685 Closed
NMLIC
516
Northwestern Mutual Life Insurance Company
Wisconsin
-$11.4M -461,170 Closed
SG Americas Securities
517
SG Americas Securities
New York
-$4.36M -175,480 Closed
MMLI
518
Massachusetts Mutual Life Insurance
Massachusetts
-$4.01M -161,470 Closed
CK
519
Carnick & Kubik
Colorado
-$1.45M -58,325 Closed
PTC
520
Private Trust Company
Ohio
-$1.24M -49,800 Closed
MC
521
Middleton & Co
Massachusetts
-$1.22M -49,105 Closed
MC
522
Miles Capital
Iowa
-$868K -34,950 Closed
Parallax Volatility Advisers
523
Parallax Volatility Advisers
California
-$614K -23,775 Closed
RG
524
Rathbones Group
United Kingdom
-$319K -12,850 Closed
JMFC
525
J.M. Forbes & Co
Massachusetts
-$303K -12,240 Closed

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.