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iShares Core S&P Mid-Cap ETF

451 hedge funds and large institutions have $11.4B invested in iShares Core S&P Mid-Cap ETF in 2013 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 226 increasing their positions, 119 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 119

67% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 21

15% more funds holding in top 10

Funds holding in top 10: 7384 (+11)

11% more capital invested

Capital invested by funds: $10.3B → $11.4B (+$1.12B)

2% more funds holding

Funds holding: 442451 (+9)

0.46% less ownership

Funds ownership: 321.69%321.23% (-0.46%)

28% less call options, than puts

Call options by funds: $40.6M | Put options by funds: $56.6M

Holders
451
Holders Change
+9
Holders Change %
+2.04%
% of All Funds
14.62%
Holding in Top 10
84
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+15.07%
% of All Funds
2.72%
New
35
Increased
226
Reduced
119
Closed
21
Calls
$40.6M
Puts
$56.6M
Net Calls
-$16M
Net Calls Change
-$43.1M
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
101
United Capital Financial Advisors
Texas
$11M +$1.51M +61,910 +16%
BWP
102
BSW Wealth Partners
Colorado
$10.9M +$10.8M +440,745 New
PAM
103
Peninsula Asset Management
Florida
$10.9M +$61.6K +2,525 +0.6%
FMBTD
104
First Midwest Bank Trust Division
Illinois
$10.9M +$580K +23,775 +6%
JFA
105
JNBA Financial Advisors
Minnesota
$10.8M +$422K +17,295 +4%
FNT
106
First National Trust
Pennsylvania
$10.5M -$614K -25,150 -6%
MBT
107
Montecito Bank & Trust
California
$10.3M -$499K -20,435 -5%
CFS
108
Community Financial System
New York
$10.3M -$375K -15,375 -4%
PFG
109
Pacific Financial Group
Washington
$10.2M +$2.41M +98,600 +31%
Ameriprise
110
Ameriprise
Minnesota
$9.91M -$462K -18,915 -5%
SGAM
111
Steinberg Global Asset Management
Florida
$9.88M -$713K -29,200 -7%
SB
112
Suntrust Banks
Georgia
$9.33M +$757K +31,015 +9%
TCOV
113
Trust Company of Vermont
Vermont
$9.28M +$312K +12,800 +4%
BOK
114
Bank of Kentucky
Kentucky
$9.15M +$152K +6,210 +2%
TCM
115
Twele Capital Management
Minnesota
$9.09M -$7.32K -300 -0.1%
Cambridge Investment Research Advisors
116
Cambridge Investment Research Advisors
Iowa
$8.89M +$1.82M +74,570 +26%
Janney Montgomery Scott
117
Janney Montgomery Scott
Pennsylvania
$8.29M +$8.15M +333,985 New
MA
118
MUFG Americas
New York
$8.26M +$2.58M +105,750 +47%
KCM
119
Kanawha Capital Management
Virginia
$8.04M +$310K +12,700 +4%
SSB
120
Sandy Spring Bank
Maryland
$8.04M +$343K +14,050 +5%
AIP
121
Ameritas Investment Partners
Nebraska
$7.9M -$189K -7,750 -2%
HFS
122
HL Financial Services
Kentucky
$7.86M +$7.04M +288,295 +1,013%
BTS
123
BB&T Securities
Virginia
$7.74M +$100K +4,105 +15%
HPBT
124
High Point Bank & Trust
North Carolina
$7.43M -$201K -8,230 -3%
CS
125
Comerica Securities
Michigan
$7.42M +$48K +1,965 +0.7%

IJH Hedge Fund Activity: Q3 2013 in Review

451 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q3 2013, worth a combined $11.4B — up 11% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new IJH positions and 21 closed out — a net gain of 14 holders — while 226 added to existing stakes and 119 trimmed.

The largest buyer was BlackRock Institutional Trust, adding an estimated $201M. The largest seller was Credit Suisse, cutting an estimated $193M.

  • 451 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q3 2013, up from 442 in Q2 2013.
  • Funds reported $11.4B of iShares Core S&P Mid-Cap ETF stock for Q3 2013, up 11% quarter-over-quarter.
  • 35 funds opened new iShares Core S&P Mid-Cap ETF positions in Q3 2013 and 21 closed out, a net change of +14 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q3 2013 was BlackRock Institutional Trust, an estimated $201M added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q3 2013 was Credit Suisse, an estimated $193M sold.

Based on aggregated 13F filings for Q3 2013.