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iShares Core S&P Mid-Cap ETF

512 hedge funds and large institutions have $15.6B invested in iShares Core S&P Mid-Cap ETF in 2013 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 221 increasing their positions, 138 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 18

60% more repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 138

38% more capital invested

Capital invested by funds: $11.4B → $15.6B (+$4.28B)

23.56% more ownership

Funds ownership: 321.23%344.79% (+24%)

16% more call options, than puts

Call options by funds: $14.1M | Put options by funds: $12.1M

14% more funds holding

Funds holding: 451512 (+61)

13% more funds holding in top 10

Funds holding in top 10: 8495 (+11)

Holders
512
Holders Change
+61
Holders Change %
+13.53%
% of All Funds
14.86%
Holding in Top 10
95
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+13.1%
% of All Funds
2.76%
New
84
Increased
221
Reduced
138
Closed
18
Calls
$14.1M
Puts
$12.1M
Net Calls
+$1.99M
Net Calls Change
+$18M
Name Holding Trade Value Shares
Change
Change in
Stake
WSFS
51
Wilmington Savings Fund Society
Delaware
$37.7M -$202K -7,825 -0.6%
MWM
52
Modera Wealth Management
New Jersey
$35.2M +$1.66M +64,235 +5%
CFG
53
CKW Financial Group
Hawaii
$35M +$33.8M +1,309,695 New
Principal Financial Group
54
Principal Financial Group
Iowa
$34.5M +$632K +24,500 +2%
DIP
55
DT Investment Partners
Pennsylvania
$33.8M -$1.09M -42,235 -3%
BPB
56
Badgley, Phelps & Bell
Washington
$32.5M -$130K -5,035 -0.4%
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$32.5M +$4.93M +190,850 +19%
DWM
58
Destination Wealth Management
California
$31.2M -$433K -16,775 -1%
PFM
59
Phillips Financial Management
Indiana
$30.7M -$207K -8,005 -0.7%
Invesco
60
Invesco
Georgia
$30.6M -$1.35M -52,255 -4%
WT
61
Wilmington Trust
Delaware
$30.5M +$3.85M +149,330 +15%
SHGA
62
Sand Hill Global Advisors
California
$29.4M -$8.58M -332,400 -23%
LWA
63
Lenox Wealth Advisors
New York
$29M +$2.19M +84,970 +9%
NEAM
64
New England Asset Management
Connecticut
$28.9M
WCM
65
Weatherstone Capital Management
Colorado
$28.2M +$27.3M +1,056,200 New
TAT
66
TD Ameritrade Trust
Colorado
$27.8M +$693K +26,860 +3%
AFG
67
Arkansas Financial Group
Arkansas
$27.6M +$26.7M +1,032,495 New
TCT
68
TIAA CREF Trust
Missouri
$26.2M +$1.89M +73,195 +8%
CIA
69
Capital Investment Advisors
Georgia
$26.2M +$25.3M +979,310 New
BUB
70
BBVA USA Bancshares
Texas
$25.9M -$8.39K -325 -0%
FAAS
71
First Allied Advisory Services
California
$25.8M +$23.7M +918,760 +2,038%
US Bancorp
72
US Bancorp
Minnesota
$25.6M +$2.09M +80,790 +9%
FMWA
73
Forvis Mazars Wealth Advisors
Missouri
$25.2M -$491K -19,020 -2%
MS
74
Madison Scottsdale
Arizona
$23.9M +$981K +38,000 +4%
BSB
75
Bangor Savings Bank
Maine
$23.3M +$320K +12,410 +1%

IJH Hedge Fund Activity: Q4 2013 in Review

512 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q4 2013, worth a combined $15.6B — up 38% from $11.4B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new IJH positions and 18 closed out — a net gain of 66 holders — while 221 added to existing stakes and 138 trimmed.

The largest buyer was Good Harbor Financial, opening a new position worth an estimated $2.16B. The largest seller was BlackRock Institutional Trust, cutting an estimated $98.6M.

  • 512 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q4 2013, up from 451 in Q3 2013.
  • Funds reported $15.6B of iShares Core S&P Mid-Cap ETF stock for Q4 2013, up 38% quarter-over-quarter.
  • 84 funds opened new iShares Core S&P Mid-Cap ETF positions in Q4 2013 and 18 closed out, a net change of +66 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q4 2013 was Good Harbor Financial, an estimated $2.16B added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q4 2013 was BlackRock Institutional Trust, an estimated $98.6M sold.

Based on aggregated 13F filings for Q4 2013.