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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
NAM
151
NTV Asset Management
West Virginia
$6.65M -$221K -8,580 -3%
AMG
152
Asset Management Group
Connecticut
$6.56M +$225K +8,705 +4%
BRWA
153
B. Riley Wealth Advisors
Florida
$6.47M +$5.36M +207,725 +610%
HCA
154
Horan Capital Advisors
Ohio
$6.43M +$112K +4,345 +2%
CCWA
155
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.42M -$96.3K -3,730 -2%
CAM
156
Capstone Asset Management
Texas
$6.36M -$46.3K -1,795 -0.7%
DSAM
157
Dock Street Asset Management
Florida
$6.2M +$269K +10,440 +5%
AG
158
Appleton Group
Wisconsin
$6.12M +$116K +4,475 +2%
B
159
Baird
Wisconsin
$6.11M +$3.59M +139,020 +156%
NEPWA
160
New England Private Wealth Advisors
Massachusetts
$5.9M +$31.7K +1,230 +0.6%
CC
161
Courier Capital
New York
$5.9M -$51.9K -2,010 -0.9%
PFS
162
Prospera Financial Services
Texas
$5.87M -$264K -10,245 -4%
PA
163
Planning Alternatives
Michigan
$5.86M +$201K +7,775 +4%
CPO
164
Cerity Partners OCIO
New York
$5.79M +$134K +5,180 +2%
GC
165
Guggenheim Capital
Illinois
$5.75M -$758K -29,385 -12%
HMC
166
Harvard Management Company
Massachusetts
$5.66M +$51.2K +1,985 +0.9%
CAPTRUST Financial Advisors
167
CAPTRUST Financial Advisors
North Carolina
$5.53M +$4.72M +182,935 +769%
AAS
168
Annex Advisory Services
Wisconsin
$5.52M +$1.28M +49,710 +32%
SFI
169
SPC Financial Inc
Maryland
$5.46M -$140K -5,425 -3%
TWM
170
Torch Wealth Management
Ohio
$5.4M +$5.21M +201,810 New
CIM
171
CIM Investment Management
Pennsylvania
$5.39M +$14.7K +570 +0.3%
AC
172
Alexandria Capital
Virginia
$5.38M -$711K -27,555 -12%
VFP
173
Verus Financial Partners
Virginia
$5.19M -$11.1K -430 -0.2%
PAG
174
Private Advisor Group
New Jersey
$5.12M +$4.94M +191,310 New
BC
175
Brookfield Corp
Ontario, Canada
$5.1M +$1.38M +53,500 +39%

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.