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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
PMG
201
ProVise Management Group
Florida
$4.03M +$258K +9,980 +7%
NC
202
NewSquare Capital
Pennsylvania
$3.97M -$847K -32,825 -18%
PWW
203
Pettyjohn Wood & White
Virginia
$3.85M -$93.6K -3,625 -2%
GCA
204
Greenwood Capital Associates
South Carolina
$3.84M +$275K +10,660 +8%
GG
205
Gofen & Glossberg
Illinois
$3.83M +$238K +9,235 +7%
SC
206
Stratford Consulting
Texas
$3.78M +$7.1K +275 +0.2%
CHFS
207
Cobble Hill Financial Services
New Jersey
$3.75M
SSB
208
Sandy Spring Bank
Maryland
$3.65M -$4.83M -187,145 -58%
NB
209
NBT Bank
New York
$3.65M +$45.3K +1,755 +1%
KFS
210
KMS Financial Services
Washington
$3.59M +$1.4M +54,360 +68%
SMM
211
Stadion Money Management
Georgia
$3.54M +$77.6K +3,005 +2%
SHA
212
Smith Hayes Advisers
Nebraska
$3.5M +$75.8K +2,935 +2%
Fidelity Investments
213
Fidelity Investments
Massachusetts
$3.47M -$99.1K -3,840 -3%
IH
214
IFC Holdings
Florida
$3.46M +$371K +14,380 +12%
CA
215
Cetera Advisors
Colorado
$3.44M +$118K +4,560 +4%
GT
216
Greenleaf Trust
Michigan
$3.34M +$297K +11,520 +10%
LCOV
217
London Company of Virginia
Virginia
$3.34M +$3.22M +124,830 New
FHC
218
First Heartland Consultants
Missouri
$3.28M +$217K +8,395 +7%
GT
219
Glenmede Trust
Pennsylvania
$3.05M +$1.21M +46,725 +70%
Chevy Chase Trust
220
Chevy Chase Trust
Maryland
$3.02M +$713K +27,640 +32%
RCAG
221
Rehmann Capital Advisory Group
Michigan
$3M +$429K +16,610 +17%
OC
222
Oppenheimer & Co
New York
$2.92M +$95.9K +3,715 +4%
MCTIC
223
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$2.88M
MA
224
Montag & Associates
Georgia
$2.87M +$19.4K +750 +0.7%
RPGK
225
Retirement Planning Group (Kansas)
Kansas
$2.83M -$1.92M -74,475 -41%

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.