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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
RCAG
201
Rehmann Capital Advisory Group
Michigan
$5.12M +$106K +3,755 +2%
EWM
202
Evercore Wealth Management
New York
$5.11M -$657K -23,370 -12%
RSVP
203
Ramsay Stattman Vela & Price
Colorado
$5.1M +$144K +5,125 +3%
PMG
204
ProVise Management Group
Florida
$5.02M +$89.1K +3,170 +2%
SIC
205
Shoker Investment Counsel
Ohio
$4.99M -$44.8K -1,595 -0.9%
PVH
206
Psagot Value Holdings
Israel
$4.87M +$70.2K +2,500 +2%
CIM
207
CIM Investment Management
Pennsylvania
$4.83M +$130K +4,610 +3%
FPCM
208
Financial Partners Capital Management
New York
$4.69M +$702K +24,985 +18%
CW
209
Cobiz Wealth
Colorado
$4.59M +$852K +30,315 +24%
TWM
210
Torch Wealth Management
Ohio
$4.58M -$1.55M -55,265 -26%
DADC
211
D.A. Davidson & Co
Montana
$4.56M +$271K +9,660 +7%
CA
212
Cetera Advisors
Colorado
$4.55M -$152K -5,420 -3%
SHA
213
Smith Hayes Advisers
Nebraska
$4.48M +$212K +7,550 +5%
LWM
214
LBA Wealth Management
Florida
$4.41M +$1.62M +57,550 +61%
CCWA
215
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.32M -$620K -22,050 -13%
FPFS
216
First Personal Financial Services
North Carolina
$4.31M +$4.19M +148,985 New
MCM
217
MAI Capital Management
Ohio
$4.31M +$4.18M +148,840 New
PWW
218
Pettyjohn Wood & White
Virginia
$4.18M -$61.8K -2,200 -2%
JIP
219
Jaffetilchin Investment Partners
Florida
$4.09M +$3.97M +141,225 New
GG
220
Gofen & Glossberg
Illinois
$4.02M -$26.1K -930 -0.7%
GT
221
Greenleaf Trust
Michigan
$3.91M -$1.21M -42,910 -24%
ATC
222
Argent Trust Company
Louisiana
$3.89M -$11.5K -410 -0.3%
Thrivent Financial for Lutherans
223
Thrivent Financial for Lutherans
Minnesota
$3.88M +$185K +6,595 +5%
HFS
224
HL Financial Services
Kentucky
$3.86M -$2.42M -86,005 -39%
NB
225
NBT Bank
New York
$3.84M +$11.7K +415 +0.3%

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.