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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
AIG
126
American International Group
New York
$7.42M +$3.23M +132,470 +80%
MSA
127
Mason Street Advisors
Wisconsin
$7.42M +$7.3M +299,000 New
UBS AM
128
UBS AM
Illinois
$7.1M -$31.1M -1,274,535 -82%
LTFS
129
Ladenburg Thalmann Financial Services
Florida
$7.02M +$754K +30,880 +12%
BFM
130
Boston Financial Management
Massachusetts
$7M +$457K +18,705 +7%
MC
131
Martin & Co
Tennessee
$6.88M -$45.1K -1,850 -0.7%
CS
132
Credit Suisse
Switzerland
$6.7M -$193M -7,922,140 -97%
SNC
133
Stifel Nicolaus & Co
Missouri
$6.45M +$752K +30,825 +13%
Credit Agricole
134
Credit Agricole
France
$6.45M +$6.34M +259,585 New
NAM
135
NTV Asset Management
West Virginia
$6.38M +$166K +6,810 +3%
NPC
136
National Planning Corporation
California
$6.28M +$1.81M +74,330 +42%
BIC
137
Bridges Investment Counsel
Nebraska
$6.13M -$67.2K -2,755 -1%
GC
138
Guggenheim Capital
Illinois
$6.06M -$234K -9,570 -4%
CCWA
139
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.05M +$4.41M +180,895 +288%
CAM
140
Capstone Asset Management
Texas
$5.95M -$138K -5,655 -2%
AMG
141
Asset Management Group
Connecticut
$5.87M -$18.5K -760 -0.3%
HCA
142
Horan Capital Advisors
Ohio
$5.86M +$630K +25,825 +12%
PFS
143
Prospera Financial Services
Texas
$5.77M +$3.96M +162,315 +241%
Susquehanna International Group
144
Susquehanna International Group
Pennsylvania
$5.75M +$80K +3,280 +1%
AC
145
Alexandria Capital
Virginia
$5.67M -$289K -11,850 -5%
CBB
146
Citizens Business Bank
California
$5.57M +$1.43M +58,475 +35%
AG
147
Appleton Group
Wisconsin
$5.56M -$37.2K -1,525 -0.7%
CC
148
Courier Capital
New York
$5.52M +$219K +8,975 +4%
DSAM
149
Dock Street Asset Management
Florida
$5.5M +$4.71M +193,125 +685%
NEPWA
150
New England Private Wealth Advisors
Massachusetts
$5.44M +$28.9K +1,185 +0.5%

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.