iShares Core S&P Mid-Cap ETF
IJH
529 hedge funds and large institutions have $13.4B invested in iShares Core S&P Mid-Cap ETF in 2014 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 214 increasing their positions, 183 reducing their positions, and 27 closing their positions.
260% more call options, than puts
Call options by funds: $20.3M | Put options by funds: $5.63M
74% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 27
17% more repeat investments, than reductions
Existing positions increased: 214 | Existing positions reduced: 183
3% more funds holding
Funds holding: 512 → 529 (+17)
0% more funds holding in top 10
Funds holding in top 10: 95 → 95 (0)
14% less capital invested
Capital invested by funds: $15.6B → $13.4B (-$2.27B)
20.9% less ownership
Funds ownership: 344.79% → 323.89% (-21%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$152M |
| 2 |
MIH
Madison Investment Holdings
Madison,
Wisconsin
|
+$49.4M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$40.8M |
| 4 |
Jane Street
New York
|
+$26.8M |
| 5 |
U
UBS
Zurich,
Switzerland
|
+$25.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GHF
Good Harbor Financial
Barrington,
Illinois
|
-$2.23B |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$217M |
| 3 |
PI
Placemark Investments
Chicago,
Illinois
|
-$105M |
| 4 |
VAM
Visionary Asset Management
Houston,
Texas
|
-$89.9M |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$69.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FFA
551
First Foundation Advisors
Irvine,
California
| – | -$209K | -8,425 | Closed |
|
|
RFS
552
Rockefeller Financial Services
New York
| – | -$134K | -5,000 | Closed |
|
|
JG
553
Jefferies Group
New York
| – | -$106K | -3,950 | Closed |
|
|
HR
554
Howe & Rusling
Rochester,
New York
| – | -$76K | -2,825 | Closed |
|
|
PIM
555
Parasol Investment Management
Westmont,
Illinois
| – | -$40K | -1,500 | Closed |
|
556
First Manhattan
New York
| – | -$18K | -685 | Closed |
|
|
PFSC
557
Peoples Financial Services Corp
Dunmore,
Pennsylvania
| – | -$13K | -500 | Closed |
|
|
QCMNJ
558
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
| – | +$135 | +5 | New |
|
IJH Hedge Fund Activity: Q1 2014 in Review
529 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q1 2014, worth a combined $13.4B — down 14% from $15.6B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new IJH positions and 27 closed out — a net gain of 20 holders — while 214 added to existing stakes and 183 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $152M. The largest seller was Good Harbor Financial, exiting entirely with an estimated $2.23B sold.
- 529 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q1 2014, up from 512 in Q4 2013.
- Funds reported $13.4B of iShares Core S&P Mid-Cap ETF stock for Q1 2014, down 14% quarter-over-quarter.
- 47 funds opened new iShares Core S&P Mid-Cap ETF positions in Q1 2014 and 27 closed out, a net change of +20 holders.
- The largest iShares Core S&P Mid-Cap ETF buyer in Q1 2014 was JP Morgan Chase, an estimated $152M added.
- The largest iShares Core S&P Mid-Cap ETF seller in Q1 2014 was Good Harbor Financial, an estimated $2.23B sold.
Based on aggregated 13F filings for Q1 2014.