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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
AWM
551
Avior Wealth Management
Nebraska
$82K +$140 +5 +0.2%
SF
552
Synovus Financial
Georgia
$77K +$7.17K +255 +11%
AllianceBernstein
553
AllianceBernstein
Tennessee
$73K +$5.34K +190 +8%
DIA
554
Davidson Investment Advisors
Montana
$72K -$62.5K -2,225 -47%
CLOS
555
Compagnie Lombard Odier SCmA
Switzerland
$72K -$34.8K -1,240 -33%
W
556
Wealthfront
California
$72K +$70.1K +2,495 New
LWCFA
557
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$68K
JWA
558
JFS Wealth Advisors
Pennsylvania
$67K -$51K -1,815 -44%
AssetMark Inc
559
AssetMark Inc
California
$60K +$562 +20 +1%
PO
560
Private Ocean
California
$58K +$281 +10 +0.5%
RFA
561
Reilly Financial Advisors
California
$58K +$20.8K +740 +58%
GI
562
Gradient Investments
Minnesota
$55K
FAM
563
Formidable Asset Management
Ohio
$54K
CBT
564
Central Bank & Trust
Kentucky
$52K +$50K +1,780 New
WF
565
WealthTrust Fairport
Ohio
$49K -$28.8K -1,025 -38%
VNA
566
Valley National Advisers
Pennsylvania
$48K +$49.9K +1,775 New
CFSG
567
Community Financial Services Group
Vermont
$42K +$41.2K +1,465 New
SMG
568
Spectrum Management Group
Indiana
$41K
ECM
569
Exchange Capital Management
Michigan
$40K -$68.3K -2,430 -63%
DA
570
Dunvegan Associates
California
$40K
NG
571
NatWest Group
United Kingdom
$38.6K -$2.35M -83,770 -6%
LNB
572
Ledyard National Bank
$38K
WOC
573
West Oak Capital
California
$36.2K
CFN
574
Cordasco Financial Network
Florida
$36K
OAJ
575
Ogorek Anthony Joseph
New York
$36K +$34.7K +1,235 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.