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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
LWA
51
Lenox Wealth Advisors
New York
$38M +$403K +14,350 +1%
TCT
52
TIAA CREF Trust
Missouri
$37.5M +$3.95M +140,730 +12%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$37M -$422K -15,005 -1%
BP
54
Ballentine Partners
Massachusetts
$35.8M -$402K -14,290 -1%
BPB
55
Badgley, Phelps & Bell
Washington
$35.7M +$393K +13,970 +1%
SHGA
56
Sand Hill Global Advisors
California
$35.2M -$4.9M -174,365 -13%
BIM
57
BlackRock Investment Management
Delaware
$35M +$1.05M +37,530 +3%
Lazard Asset Management
58
Lazard Asset Management
New York
$34.9M +$985K +35,060 +3%
PFM
59
Phillips Financial Management
Indiana
$33.6M +$1.2M +42,705 +4%
AFG
60
Arkansas Financial Group
Arkansas
$32.6M +$1.73M +61,570 +6%
CIA
61
Capital Investment Advisors
Georgia
$31.8M +$659K +23,440 +2%
DWM
62
Destination Wealth Management
California
$31.1M -$55.5K -1,975 -0.2%
JMPWA
63
JP Morgan Private Wealth Advisors
California
$29.9M +$946K +33,655 +3%
CIBC Private Wealth Group
64
CIBC Private Wealth Group
Georgia
$29.1M -$154K -5,470 -0.5%
FMWA
65
Forvis Mazars Wealth Advisors
Missouri
$28.9M +$1.05M +37,300 +4%
PA
66
Planning Alternatives
Michigan
$28.9M +$7.91M +281,595 +39%
LTFS
67
Ladenburg Thalmann Financial Services
Florida
$28.8M -$24.6M -876,110 -47%
US Bancorp
68
US Bancorp
Minnesota
$28.3M +$94K +3,345 +0.3%
Mariner
69
Mariner
Kansas
$27M +$1.79M +63,535 +7%
CCFCSB
70
Cape Cod Five Cents Savings Bank
Massachusetts
$26.6M +$421K +15,000 +2%
SOMRS
71
State of Michigan Retirement System
Michigan
$26.3M -$1.22M -43,500 -5%
TAT
72
TD Ameritrade Trust
Colorado
$26.1M -$141K -5,010 -0.6%
Truist Financial
73
Truist Financial
North Carolina
$25.2M +$1.65M +58,590 +7%
NMIS
74
Northwestern Mutual Investment Services
Wisconsin
$25.1M +$2.64M +93,790 +12%
BSB
75
Bangor Savings Bank
Maine
$25M +$676K +24,075 +3%

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.