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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
BRWM
526
B. Riley Wealth Management
Tennessee
$194K
KTC
527
Kistler-Tiffany Companies
Pennsylvania
$194K
WTB
528
Washington Trust Bank
Washington
$190K
WC
529
Whitnell & Co
Illinois
$186K
FFC
530
First Financial Corp
Indiana
$184K
NSIM
531
North Star Investment Management
Illinois
$184K
MWP
532
MYCIO Wealth Partners
Pennsylvania
$182K +$562 +20 +0.3%
BFEC
533
Benjamin F. Edwards & Company
Missouri
$149K +$45.5K +1,620 +46%
CDIA
534
Capital Directions Investment Advisors
Georgia
$146K +$8.43K +300 +6%
ST
535
Smithfield Trust
Pennsylvania
$142K +$35.3K +1,255 +34%
TSW
536
Thompson Siegel & Walmsley
Virginia
$133K
UFA
537
US Financial Advisors
Massachusetts
$133K +$129K +4,605 New
FANJ
538
Financial Architects (New Jersey)
New Jersey
$125K +$37.5K +1,335 +45%
VIA
539
Vantage Investment Advisors
Pennsylvania
$122K
TCM
540
TD Capital Management
Tennessee
$120K -$3.09K -110 -3%
CFA
541
CT Financial Advisors
Pennsylvania
$119K +$116K +4,120 New
EFSCE
542
Enterprise Financial Services Corp (EFSC)
Missouri
$119K +$84.3K +3,000 +269%
CWM
543
Cranbrook Wealth Management
Michigan
$117K
WA
544
Winfield Associates
Ohio
$116K -$64.5K -2,295 -36%
PIA
545
Peachtree Investment Advisors
Georgia
$115K
ZTNA
546
Zions Trust National Association
Utah
$112K
M
547
MOTCO
Texas
$106K
VFA
548
Virtus Fund Advisers
Connecticut
$96K +$5.34K +190 +6%
S
549
SignatureFD
Georgia
$91K +$88.2K +3,140 New
BBPWM
550
Blue Bell Private Wealth Management
Pennsylvania
$82K -$14K -500 -15%

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.