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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
PAG
126
Private Advisor Group
New Jersey
$11.8M -$825K -29,360 -7%
CNC
127
Citizens & Northern Corp
Pennsylvania
$11M +$70.5K +2,510 +0.7%
HPBT
128
High Point Bank & Trust
North Carolina
$10.5M +$2.35M +83,645 +30%
B
129
Baird
Wisconsin
$10.4M +$2.36M +84,145 +31%
MA
130
MUFG Americas
New York
$10.4M +$480K +17,070 +5%
WCM
131
Weatherstone Capital Management
Colorado
$10.3M -$15.4M -547,595 -61%
KCM
132
Kanawha Capital Management
Virginia
$10.1M +$145K +5,150 +1%
TCM
133
Twele Capital Management
Minnesota
$10.1M -$59.3K -2,110 -0.6%
SMM
134
Stadion Money Management
Georgia
$10.1M +$6.09M +216,770 +165%
CAM
135
Congress Asset Management
Massachusetts
$9.87M +$6.08M +216,310 +174%
FNT
136
First National Trust
Pennsylvania
$9.72M -$61.7K -2,195 -0.6%
LCOV
137
London Company of Virginia
Virginia
$9.68M +$9.39M +334,205 New
SCA
138
Samson Capital Advisors
New York
$9.35M +$9.07M +322,750 New
Loomis, Sayles & Company
139
Loomis, Sayles & Company
Massachusetts
$9.33M +$9.06M +322,310 New
FAAS
140
First Allied Advisory Services
California
$9.29M -$12.4M -442,655 -58%
Cambridge Investment Research Advisors
141
Cambridge Investment Research Advisors
Iowa
$9.28M -$1.41M -50,320 -14%
NPC
142
National Planning Corporation
California
$9.19M -$568K -20,215 -6%
BOK
143
Bank of Kentucky
Kentucky
$9.02M -$281 -10 -0%
Janney Montgomery Scott
144
Janney Montgomery Scott
Pennsylvania
$8.9M +$330K +11,740 +4%
AI
145
Atria Investments
North Carolina
$8.89M +$1.49M +53,090 +21%
CB
146
Community Bank
New York
$8.83M +$8.56M +304,775 New
HMC
147
Harvard Management Company
Massachusetts
$8.69M -$505K -17,960 -6%
SPL
148
Smart Portfolios LLC
Washington
$8.56M +$42.1K +1,500 +0.5%
SPC
149
Sigma Planning Corp
Michigan
$8.47M +$8.22M +292,525 New
LPT
150
Legacy Private Trust
Wisconsin
$8.4M -$931K -33,130 -10%

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.