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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
BUB
76
BBVA USA Bancshares
Texas
$23.9M -$2.33M -82,970 -9%
UCFA
77
United Capital Financial Advisors
Texas
$23.5M +$4.96M +176,540 +28%
Jones Financial Companies
78
Jones Financial Companies
Missouri
$23.1M -$37.7K -1,340 -0.2%
FIM
79
Foresters Investment Management
New York
$22.7M +$22M +783,000 New
BIM
80
Bridges Investment Management
Nebraska
$22.2M +$197K +7,020 +0.9%
LWMT
81
Legacy Wealth Management (Tennessee)
Tennessee
$21.6M +$20.9M +745,290 New
JFA
82
JNBA Financial Advisors
Minnesota
$21.5M +$3.91M +139,295 +23%
BWM
83
Braver Wealth Management
Massachusetts
$21.5M +$7.46M +265,610 +56%
BOS
84
Bank of Stockton
California
$20.4M +$853K +30,375 +5%
BHWM
85
Bar Harbor Wealth Management
New Hampshire
$19.9M +$157K +5,605 +0.8%
TFO
86
Tarbox Family Office
California
$19.8M +$2.17M +77,145 +13%
MG
87
Mather Group
Illinois
$19.6M +$1.07M +37,935 +6%
VAM
88
Visionary Asset Management
Texas
$19.4M -$34.6M -1,231,355 -65%
GAIA
89
Global Atlantic Investment Advisors
Indiana
$19.1M +$18.5M +659,895 New
SIC
90
Sigma Investment Counselors
Michigan
$18.8M -$792K -28,190 -4%
Prudential Financial
91
Prudential Financial
New Jersey
$18.5M -$351K -12,500 -2%
EWM
92
Evermay Wealth Management
Virginia
$18.4M +$976K +34,730 +6%
ERSOT
93
Employees Retirement System of Texas
Texas
$17.7M +$14.9M +530,000 +663%
MPWT
94
MassMutual Private Wealth & Trust
Connecticut
$17.6M +$4.47M +159,065 +35%
Stifel Financial
95
Stifel Financial
Missouri
$17.5M +$678K +24,140 +4%
BFA
96
Beaumont Financial Advisors
Massachusetts
$16.4M -$36.7K -1,305 -0.2%
SWP
97
Stratos Wealth Partners
Ohio
$16.1M -$1.92M -68,355 -11%
FNBOH
98
First National Bank of Hutchinson
Kansas
$16.1M +$56.9K +2,025 +0.4%
KWILP
99
Kiwi Wealth Investments Limited Partnership
New Zealand
$16.1M +$787K +28,025 +5%
TRCT
100
Tower Research Capital (TRC)
New York
$15.9M +$13.2M +468,435 +570%

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.