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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
CAN
176
Cetera Advisor Networks
California
$5.06M +$597K +23,140 +14%
EWM
177
Evercore Wealth Management
New York
$5.04M +$92.8K +3,595 +2%
TRCT
178
Tower Research Capital (TRC)
New York
$4.97M +$4.79M +185,710 New
MPWT
179
MassMutual Private Wealth & Trust
Connecticut
$4.96M +$4.78M +185,185 New
DG
180
Davidson & Garrard
Virginia
$4.95M +$599K +23,205 +14%
NCM
181
Novare Capital Management
North Carolina
$4.93M +$439K +17,000 +10%
GIA
182
GHP Investment Advisors
Colorado
$4.93M +$18.5K +715 +0.4%
GIM
183
Goelzer Investment Management
Indiana
$4.76M +$22.3K +865 +0.5%
RSVP
184
Ramsay Stattman Vela & Price
Colorado
$4.76M +$6.84K +265 +0.1%
LC
185
Lilley & Co
Michigan
$4.76M +$1.26M +48,725 +38%
LA
186
Lynch & Associates
Indiana
$4.7M +$180K +6,955 +4%
PVH
187
Psagot Value Holdings
Israel
$4.69M
SIC
188
Shoker Investment Counsel
Ohio
$4.56M +$4.4M +170,280 New
IWC
189
Integrated Wealth Counsel
California
$4.5M -$11.6K -450 -0.3%
JIC
190
Johnson Investment Counsel
Ohio
$4.46M +$163K +6,315 +4%
BPC
191
Banque Pictet & Cie
Switzerland
$4.44M +$4.28M +165,975 New
HighTower Advisors
192
HighTower Advisors
Illinois
$4.44M +$2.73M +105,750 +176%
Barclays
193
Barclays
United Kingdom
$4.32M +$842K +32,620 +25%
HC
194
Highmount Capital
New York
$4.29M +$419K +16,225 +11%
LPT
195
Legacy Private Trust
Wisconsin
$4.2M -$8.88M -344,150 -69%
TH
196
Timber Hill
Connecticut
$4.18M -$9.44M -365,770 -70%
QA
197
Quantitative Advantage
Minnesota
$4.15M -$693K -26,830 -15%
WCM
198
Windsor Capital Management
Arizona
$4.1M -$61.8K -2,395 -2%
CTA
199
Colonial Trust Advisors
South Carolina
$4.08M +$2.84K +110 +0.1%
DADC
200
D.A. Davidson & Co
Montana
$4.03M +$1.44M +55,810 +59%

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.