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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
TCOV
126
Trust Company of Vermont
Vermont
$10.4M +$402K +15,585 +4%
CFS
127
Community Financial System
New York
$10.4M -$658K -25,505 -6%
Ameriprise
128
Ameriprise
Minnesota
$10M -$634K -24,580 -6%
TCM
129
Twele Capital Management
Minnesota
$9.71M -$82.1K -3,180 -0.9%
Janney Montgomery Scott
130
Janney Montgomery Scott
Pennsylvania
$9.53M +$574K +22,225 +7%
AIP
131
Ameritas Investment Partners
Nebraska
$9.15M +$616K +23,855 +7%
Susquehanna International Group
132
Susquehanna International Group
Pennsylvania
$9.08M +$2.78M +107,740 +47%
HFS
133
HL Financial Services
Kentucky
$8.91M +$418K +16,210 +5%
KCM
134
Kanawha Capital Management
Virginia
$8.8M +$131K +5,075 +2%
MA
135
MUFG Americas
New York
$8.8M -$101K -3,900 -1%
AIG
136
American International Group
New York
$8.73M +$700K +27,105 +9%
Cambridge Investment Research Advisors
137
Cambridge Investment Research Advisors
Iowa
$8.69M -$861K -33,370 -9%
NPC
138
National Planning Corporation
California
$8.66M +$1.92M +74,500 +30%
BOK
139
Bank of Kentucky
Kentucky
$8.35M -$1.46M -56,460 -15%
CS
140
Comerica Securities
Michigan
$8.18M +$171K +6,640 +2%
UBS AM
141
UBS AM
Illinois
$8.17M +$500K +19,360 +7%
AI
142
Atria Investments
North Carolina
$7.82M +$4.76M +184,215 +171%
HPBT
143
High Point Bank & Trust
North Carolina
$7.78M -$224K -8,660 -3%
Natixis Advisors
144
Natixis Advisors
Massachusetts
$7.58M +$6.97M +269,910 +2,043%
MC
145
Martin & Co
Tennessee
$7.45M +$34.6K +1,340 +0.5%
MSA
146
Mason Street Advisors
Wisconsin
$7.45M -$534K -20,675 -7%
BFM
147
Boston Financial Management
Massachusetts
$7.14M -$384K -14,890 -5%
Credit Agricole
148
Credit Agricole
France
$6.95M
CBB
149
Citizens Business Bank
California
$6.87M +$836K +32,370 +14%
BIC
150
Bridges Investment Counsel
Nebraska
$6.72M +$103K +3,975 +2%

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.