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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
HNB
76
Huntington National Bank
Ohio
$23.1M
CNC
77
Citizens & Northern Corp
Pennsylvania
$22.5M -$279K -10,820 -1%
JMPWA
78
JP Morgan Private Wealth Advisors
California
$22.1M +$2.64M +102,160 +14%
CCFCSB
79
Cape Cod Five Cents Savings Bank
Massachusetts
$22.1M +$403K +15,610 +2%
CS
80
Credit Suisse
Switzerland
$21M +$13.3M +516,050 +191%
Truist Financial
81
Truist Financial
North Carolina
$20.8M -$216K -8,355 -1%
SOMRS
82
State of Michigan Retirement System
Michigan
$20.5M -$323K -12,500 -2%
SIC
83
Sigma Investment Counselors
Michigan
$19.4M -$1.09M -42,255 -5%
CNB
84
City National Bank
California
$19.4M +$990K +38,365 +6%
BIM
85
Bridges Investment Management
Nebraska
$19.1M +$551K +21,365 +3%
Jones Financial Companies
86
Jones Financial Companies
Missouri
$18.9M +$871K +33,755 +5%
BHWM
87
Bar Harbor Wealth Management
New Hampshire
$18.8M +$15K +580 +0.1%
BFA
88
Beaumont Financial Advisors
Massachusetts
$18.2M -$161K -6,240 -0.9%
BOS
89
Bank of Stockton
California
$17.5M +$301K +11,655 +2%
BCI
90
Brinker Capital Investments
Pennsylvania
$17.4M +$2.03M +78,745 +14%
HSBC Holdings
91
HSBC Holdings
United Kingdom
$16.8M +$1.18M +45,820 +8%
TFO
92
Tarbox Family Office
California
$16.4M +$15.8M +613,185 New
WTNA
93
Wilmington Trust National Association
Delaware
$16.2M +$2.56M +99,065 +20%
EWM
94
Evermay Wealth Management
Virginia
$15.9M +$15.4M +595,700 New
LSERS
95
Louisiana State Employees Retirement System
Louisiana
$15.7M +$15.1M +586,810 New
Prudential Financial
96
Prudential Financial
New Jersey
$15.5M -$3.2M -124,000 -18%
LIM
97
Leavell Investment Management
Alabama
$15.4M -$225K -8,725 -1%
MG
98
Mather Group
Illinois
$14.6M +$63.2K +2,450 +0.5%
HRIA
99
Haberer Registered Investment Advisor
Ohio
$14.3M -$2.53M -98,175 -16%
NMIS
100
Northwestern Mutual Investment Services
Wisconsin
$14.1M +$13.6M +526,525 New

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.