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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
WGCA
626
Wolf Group Capital Advisors
Virginia
-$244K -8,910 Closed
FFA
627
Fragasso Financial Advisors
Pennsylvania
-$218K -7,985 Closed
IFS
628
Ifrah Financial Services
Arkansas
-$215K -7,850 Closed
SYBT
629
Stock Yards Bank & Trust
Kentucky
-$214K -7,820 Closed
CIS
630
Connors Investor Services
Pennsylvania
-$202K -7,375 Closed
MHS
631
M Holdings Securities
Oregon
-$137K -5,025 Closed
JG
632
Jefferies Group
New York
-$108K -3,950 Closed
SFSIG
633
San Francisco Sentry Investment Group
California
-$96K -3,500 Closed
OCM
634
One Capital Management
California
-$93K -3,385 Closed
OC
635
Oakworth Capital
Alabama
-$78K -2,700 Closed
SCA
636
Strategic Capital Alternatives
United States
-$72K -2,640 Closed
HHGA
637
Halbert Hargrove Global Advisors
California
-$67K -2,435 Closed
AP
638
Atwood & Palmer
Missouri
-$60K -2,195 Closed
IFWM
639
Institute for Wealth Management
Colorado
-$51K -1,855 Closed
CA
640
CapWealth Advisors
Tennessee
-$23K -840 Closed
MIM
641
Macroview Investment Management
Maryland
-$9K -325 Closed
EIM
642
Emerson Investment Management
Massachusetts
-$3K -125 Closed
QCMNJ
643
Quantum Capital Management (New Jersey)
New Jersey
+$140 +5 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.