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iShares Core S&P Mid-Cap ETF

551 hedge funds and large institutions have $16.2B invested in iShares Core S&P Mid-Cap ETF in 2014 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 240 increasing their positions, 177 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more call options, than puts

Call options by funds: $37.7M | Put options by funds: $11.9M

130% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 20

36% more repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 177

22.05% more ownership

Funds ownership: 323.89%345.94% (+22%)

21% more capital invested

Capital invested by funds: $13.4B → $16.2B (+$2.82B)

8% more funds holding in top 10

Funds holding in top 10: 95103 (+8)

4% more funds holding

Funds holding: 529551 (+22)

Holders
551
Holders Change
+22
Holders Change %
+4.16%
% of All Funds
15.84%
Holding in Top 10
103
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+8.42%
% of All Funds
2.96%
New
46
Increased
240
Reduced
177
Closed
20
Calls
$37.7M
Puts
$11.9M
Net Calls
+$25.9M
Net Calls Change
+$11.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BSB
76
Bangor Savings Bank
Maine
$24.6M -$58.8K -2,140 -0.2%
HCM
77
Hollencrest Capital Management
California
$23.7M +$231K +8,405 +1%
Truist Financial
78
Truist Financial
North Carolina
$22.4M +$71.4K +2,600 +0.3%
Jones Financial Companies
79
Jones Financial Companies
Missouri
$22.2M +$571K +20,790 +3%
CS
80
Credit Suisse
Switzerland
$21.9M -$123K -4,490 -0.6%
BIM
81
Bridges Investment Management
Nebraska
$21.7M +$467K +17,000 +2%
Mariner
82
Mariner
Kansas
$21M +$637K +23,180 +3%
Prudential Financial
83
Prudential Financial
New Jersey
$20.8M -$810K -29,500 -4%
NMIS
84
Northwestern Mutual Investment Services
Wisconsin
$20.3M +$2.67M +97,340 +16%
BHWM
85
Bar Harbor Wealth Management
New Hampshire
$19.9M -$241K -8,755 -1%
SIC
86
Sigma Investment Counselors
Michigan
$19.8M -$891K -32,440 -4%
SOMRS
87
State of Michigan Retirement System
Michigan
$19.6M -$2.25M -82,000 -11%
BWM
88
Braver Wealth Management
Massachusetts
$19.5M +$6.52M +237,480 +53%
BCI
89
Brinker Capital Investments
Pennsylvania
$19.3M -$143K -5,220 -0.8%
BOS
90
Bank of Stockton
California
$19.1M +$501K +18,235 +3%
HSBC Holdings
91
HSBC Holdings
United Kingdom
$18.7M +$372K +13,550 +2%
PA
92
Planning Alternatives
Michigan
$18.7M +$10.1M +367,090 +128%
LSERS
93
Louisiana State Employees Retirement System
Louisiana
$18.1M +$5.87M +213,500 +51%
EWM
94
Evermay Wealth Management
Virginia
$17.9M +$638K +23,225 +4%
MG
95
Mather Group
Illinois
$17.2M +$1.66M +60,345 +11%
BFA
96
Beaumont Financial Advisors
Massachusetts
$17.1M -$945K -34,405 -5%
TFO
97
Tarbox Family Office
California
$16.9M -$927K -33,750 -5%
WCM
98
Weatherstone Capital Management
Colorado
$15.8M +$15.2M +553,360 New
UCFA
99
United Capital Financial Advisors
Texas
$15.7M -$114K -4,140 -0.7%
FNBOH
100
First National Bank of Hutchinson
Kansas
$15.6M +$339K +12,340 +2%

IJH Hedge Fund Activity: Q2 2014 in Review

551 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q2 2014, worth a combined $16.2B — up 21% from $13.4B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new IJH positions and 20 closed out — a net gain of 26 holders — while 240 added to existing stakes and 177 trimmed.

The largest buyer was Good Harbor Financial, opening a new position worth an estimated $1.14B. The largest seller was Valmark Advisers, cutting an estimated $51.6M.

  • 551 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q2 2014, up from 529 in Q1 2014.
  • Funds reported $16.2B of iShares Core S&P Mid-Cap ETF stock for Q2 2014, up 21% quarter-over-quarter.
  • 46 funds opened new iShares Core S&P Mid-Cap ETF positions in Q2 2014 and 20 closed out, a net change of +26 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q2 2014 was Good Harbor Financial, an estimated $1.14B added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q2 2014 was Valmark Advisers, an estimated $51.6M sold.

Based on aggregated 13F filings for Q2 2014.