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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
WEC
576
Winslow Evans & Crocker
Massachusetts
$33.2K
BWFA
577
Baltimore-Washington Financial Advisors
Maryland
$29K -$22.8K -810 -45%
FBT
578
Founders Bank & Trust
Michigan
$22K
SAM
579
Shamrock Asset Management
Texas
$18K -$109K -3,890 -86%
ClearBridge Investments
580
ClearBridge Investments
New York
$18K +$17.6K +625 New
ACS
581
Archford Capital Strategies
Illinois
$14K -$33.4K -1,190 -71%
PRS
582
Pinkerton Retirement Specialists
Idaho
$14K +$16.9K +600 New
AF
583
Arrow Financial
New York
$13K -$3.56M -126,535 -100%
AFIA
584
America First Investment Advisors
Nebraska
$12K
CCS
585
Crosspoint Capital Strategies
California
$12K
PAI
586
Pittenger & Anderson Inc
Nebraska
$11K
CTB
587
Country Trust Bank
Illinois
$10.1K +$9.83K +350 New
TCM
588
Tradewinds Capital Management
Washington
$10K
MAS
589
Madden Advisory Services
Florida
$8K +$7.3K +260 New
BKA
590
Brick & Kyle Associates
Pennsylvania
$7K +$7.02K +250 New
HDIM
591
Hanson & Doremus Investment Management
Vermont
$6K
GWA
592
Genesis Wealth Advisors
Massachusetts
$5.15K +$4.78K +170 New
BRWA
593
B. Riley Wealth Advisors
Florida
$5.01K -$1.5M -53,225 -37%
SEI Investments
594
SEI Investments
Pennsylvania
$5K +$4.92K +175 New
FMP
595
Financial Management Professionals
Texas
$4K
TWA
596
TCI Wealth Advisors
Arizona
$3K -$10.4K -370 -76%
FCCM
597
First City Capital Management
Georgia
$2.9K
NDSI
598
Newman Dignan & Sheerar Inc
Rhode Island
$2.54K +$18.4K +655 +0.8%
Manulife (Manufacturers Life Insurance)
599
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.25K +$2.17M +77,165 +22,047%
SGC
600
South Georgia Capital
Illinois
$1K

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.