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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
PA
151
Planning Alternatives
Michigan
$5.24M +$106K +4,325 +2%
CPO
152
Cerity Partners OCIO
New York
$5.24M +$3.35M +137,205 +186%
SFI
153
SPC Financial Inc
Maryland
$5.2M -$83.6K -3,425 -2%
HMC
154
Harvard Management Company
Massachusetts
$5.2M +$264K +10,835 +5%
WI
155
WrapManager Inc
California
$5.05M +$303K +12,425 +6%
CIM
156
CIM Investment Management
Pennsylvania
$4.98M -$443K -18,165 -8%
VFP
157
Verus Financial Partners
Virginia
$4.83M +$244 +10 +0%
Citigroup
158
Citigroup
New York
$4.82M -$162K -6,625 -3%
EWM
159
Evercore Wealth Management
New York
$4.59M +$153K +6,285 +4%
GIA
160
GHP Investment Advisors
Colorado
$4.55M +$5.13K +210 +0.1%
QA
161
Quantitative Advantage
Minnesota
$4.52M -$1.51M -61,800 -25%
NC
162
NewSquare Capital
Pennsylvania
$4.5M -$669K -27,400 -13%
RPGK
163
Retirement Planning Group (Kansas)
Kansas
$4.48M +$68.7K +2,815 +2%
RSVP
164
Ramsay Stattman Vela & Price
Colorado
$4.41M +$51.9K +2,125 +1%
GIM
165
Goelzer Investment Management
Indiana
$4.39M -$3.57M -146,325 -45%
SG Americas Securities
166
SG Americas Securities
New York
$4.36M -$8.63M -353,535 -67%
PVH
167
Psagot Value Holdings
Israel
$4.35M
GLA
168
Great Lakes Advisors
Illinois
$4.28M -$71.1K -2,915 -2%
LA
169
Lynch & Associates
Indiana
$4.19M +$28.1K +1,150 +0.7%
IWC
170
Integrated Wealth Counsel
California
$4.19M -$266K -10,900 -6%
NCM
171
Novare Capital Management
North Carolina
$4.15M -$93.1K -3,815 -2%
CAN
172
Cetera Advisor Networks
California
$4.13M +$682K +27,950 +20%
DG
173
Davidson & Garrard
Virginia
$4.02M +$473K +19,370 +14%
MMLI
174
Massachusetts Mutual Life Insurance
Massachusetts
$4.01M +$3.94M +161,470 New
JIC
175
Johnson Investment Counsel
Ohio
$3.98M -$210K -8,610 -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.