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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
NA
101
Nottingham Advisors
New York
$14.1M +$128K +4,965 +1%
BWM
102
Braver Wealth Management
Massachusetts
$13.8M -$82.1K -3,180 -0.6%
UCFA
103
United Capital Financial Advisors
Texas
$13.8M +$1.88M +72,825 +17%
Mariner
104
Mariner
Kansas
$13.7M -$198K -7,665 -1%
WCWM
105
Wooster Corthell Wealth Management
Connecticut
$13.6M +$1.49M +57,670 +13%
FNBOH
106
First National Bank of Hutchinson
Kansas
$13.4M +$622K +24,085 +5%
TF
107
Tompkins Financial
New York
$13.1M -$730K -28,265 -5%
BPBT
108
Boston Private Bank & Trust
Massachusetts
$13M -$1.49M -57,675 -11%
JFA
109
JNBA Financial Advisors
Minnesota
$13M +$1.31M +50,690 +12%
PAM
110
Peninsula Asset Management
Florida
$12.9M +$1.08M +41,835 +9%
RJA
111
Raymond James & Associates
Florida
$12.8M -$329K -12,765 -3%
ERSOT
112
Employees Retirement System of Texas
Texas
$12.6M -$12.3M -475,000 -50%
MBT
113
Montecito Bank & Trust
California
$12.2M +$1.01M +39,170 +9%
RJFSA
114
Raymond James Financial Services Advisors
Florida
$12.1M -$59K -2,285 -0.5%
PWAG
115
Polaris Wealth Advisory Group
California
$11.9M +$11.5M +445,860 New
BTS
116
BB&T Securities
Virginia
$11.9M +$345K +13,370 +43%
FHB
117
First Hawaiian Bank
Hawaii
$11.9M -$125K -4,840 -1%
CTA
118
Chesley Taft & Associates
Illinois
$11.9M -$195K -7,550 -2%
FMBTD
119
First Midwest Bank Trust Division
Illinois
$11.8M +$83.2K +3,225 +0.7%
BWP
120
BSW Wealth Partners
Colorado
$11.7M -$114K -4,435 -1%
FNT
121
First National Trust
Pennsylvania
$11.5M +$193K +7,485 +2%
SB
122
Suntrust Banks
Georgia
$11.2M +$1.13M +43,615 +12%
WI
123
WrapManager Inc
California
$10.9M +$5.25M +203,500 +100%
LWM
124
Lyons Wealth Management
Florida
$10.8M +$10.1M +392,350 +3,202%
SGAM
125
Steinberg Global Asset Management
Florida
$10.6M -$12.9K -500 -0.1%

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.