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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
GIA
501
Granite Investment Advisors
New Hampshire
$246K -$56.2K -2,000 -19%
BAM
502
Barrett Asset Management
New York
$246K +$14K +500 +6%
TH
503
TCTC Holdings
Texas
$245K -$32.3K -1,150 -12%
PCM
504
Parsons Capital Management
Rhode Island
$245K +$1.41K +50 +0.6%
MIC
505
Meridian Investment Counsel
California
$243K
AMIM
506
Aull & Monroe Investment Management
Alabama
$242K +$10.5K +375 +5%
CIBC World Market
507
CIBC World Market
Ontario, Canada
$241K +$234K +8,315 New
OIA
508
Optimum Investment Advisors
Illinois
$239K
PGIM
509
Pacific Global Investment Management
California
$239K
AW
510
ACG Wealth
Georgia
$233K
HB
511
Homrich & Berg
Georgia
$232K -$27.7K -985 -11%
MCM
512
MV Capital Management
Maryland
$232K +$225K +8,000 New
CD
513
Carl Domino
Florida
$229K -$3.51K -125 -2%
CHAM
514
Clear Harbor Asset Management
Connecticut
$229K
T. Rowe Price Associates
515
T. Rowe Price Associates
Maryland
$220K
GLRA
516
Gerald L. Ray & Associates
Texas
$218K
CAS
517
Cue Advisory Services
Arizona
$218K +$212K +7,535 New
PAG
518
Pinnacle Advisory Group
Maryland
$215K
NCM
519
Noesis Capital Mangement
Florida
$212K
IC
520
Intersect Capital
California
$210K +$203K +7,235 New
DCM
521
Donaldson Capital Management
Indiana
$208K +$202K +7,185 New
EWMCB
522
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$208K +$202K +7,200 New
T
523
Thomaspartners
Massachusetts
$203K -$26K -925 -12%
PAM
524
Peak Asset Management
Colorado
$203K +$197K +7,000 New
TNB
525
Thomasville National Bank
Georgia
$201K +$195K +6,935 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.