iShares Core S&P Mid-Cap ETF
IJH
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.
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: 451 → 512 (+61)
13% more funds holding in top 10
Funds holding in top 10: 84 → 95 (+11)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GHF
Good Harbor Financial
Barrington,
Illinois
|
+$2.16B |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$226M |
| 3 |
JP Morgan Chase
New York
|
+$118M |
| 4 |
PI
Placemark Investments
Chicago,
Illinois
|
+$102M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$76.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$98.6M |
| 2 |
Jane Street
New York
|
-$47.5M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$24.9M |
| 4 |
Lazard Asset Management
New York
|
-$15.2M |
| 5 |
LMIM
Lockheed Martin Investment Management
Bethesda,
Maryland
|
-$14.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
526
Neuberger Berman Group
New York
| – | -$224K | -9,005 | Closed |
|
|
VKH
527
Virtu KCG Holdings
New York
| – | -$208K | -8,385 | Closed |
|
|
WA
528
Waverly Advisors
Birmingham,
Alabama
| – | -$61K | -2,465 | Closed |
|
|
HHGA
529
Halbert Hargrove Global Advisors
Long Beach,
California
| – | -$60K | -2,435 | Closed |
|
|
FANJ
530
Financial Architects (New Jersey)
Marlton,
New Jersey
| – | -$55K | -2,220 | Closed |
|
|
1IC
531
1919 Investment Counsel
Baltimore,
Maryland
| – | -$21K | -830 | Closed |
|
|
MBT
532
Monroe Bank & Trust
Monroe,
Michigan
| – | -$20K | -800 | 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.