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iShares US Healthcare ETF

129 hedge funds and large institutions have $1.01B invested in iShares US Healthcare ETF in 2013 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 44 increasing their positions, 37 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

383% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 6

300% more funds holding in top 10

Funds holding in top 10: 28 (+6)

147% more capital invested

Capital invested by funds: $411M → $1.01B (+$603M)

66.93% more ownership

Funds ownership: 206.14%273.08% (+67%)

21% more funds holding

Funds holding: 107129 (+22)

19% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 37

Holders
129
Holders Change
+22
Holders Change %
+20.56%
% of All Funds
4.18%
Holding in Top 10
8
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+300%
% of All Funds
0.26%
New
29
Increased
44
Reduced
37
Closed
6
Calls
$8.48M
Puts
Net Calls
+$8.48M
Net Calls Change
+$8.46M
Name Holding Trade Value Shares
Change
Change in
Stake
NCM
26
Niemann Capital Management
Nevada
$10M -$554K -26,130 -5%
PFS
27
Prospera Financial Services
Texas
$9.67M +$9.46M +445,825 New
SWA
28
SFMG Wealth Advisors
Texas
$9.58M +$9.5M +448,010 New
HP
29
HT Partners
Connecticut
$9.3M +$9.23M +435,045 New
QA
30
Quantitative Advantage
Minnesota
$8.27M -$3.23M -152,195 -28%
DS
31
DRW Securities
Illinois
$6.57M +$6.26M +295,065 New
MCM
32
Murphy Capital Management
New Jersey
$6.29M +$77.5K +3,655 +1%
JP Morgan Chase
33
JP Morgan Chase
New York
$5.59M +$1.1M +51,960 +25%
CP
34
Cinque Partners
California
$5.37M -$1.14M -53,625 -18%
WI
35
WrapManager Inc
California
$4.87M +$4.82M +227,095 New
IFWM
36
Institute for Wealth Management
Colorado
$4.85M +$2.71M +127,645 +129%
WA
37
WFG Advisors
Texas
$4.68M +$4.51M +212,865 +3,495%
GLA
38
Great Lakes Advisors
Illinois
$4.62M -$103K -4,870 -2%
TRCT
39
Tower Research Capital (TRC)
New York
$4.49M +$4.45M +209,940 New
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$4.01M +$103K +4,855 +3%
AIG
41
American International Group
New York
$3.9M +$2.27M +107,150 +142%
FAAS
42
First Allied Advisory Services
California
$3.67M +$2.35M +110,800 +183%
CS
43
Credit Suisse
Switzerland
$3.2M -$10.5M -495,920 -77%
HFS
44
HL Financial Services
Kentucky
$2.88M +$2.85M +134,425 New
CWA
45
Constellation Wealth Advisors
New York
$2.76M +$2.74M +129,155 New
MFS
46
MSI Financial Services
Massachusetts
$2.38M +$402K +18,945 +21%
WCM
47
Weatherstone Capital Management
Colorado
$2.05M +$665K +31,370 +49%
SI
48
SII Investments
Wisconsin
$1.95M -$618K -29,140 -24%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$1.93M -$2.65M -124,885 -58%
NPC
50
National Planning Corporation
California
$1.9M +$803K +37,855 +76%

IYH Hedge Fund Activity: Q3 2013 in Review

129 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q3 2013, worth a combined $1.01B — up 147% from $411M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IYH positions and 6 closed out — a net gain of 23 holders — while 44 added to existing stakes and 37 trimmed.

The largest buyer was Ameriprise, adding an estimated $155M. The largest seller was Goldman Sachs, cutting an estimated $15.2M.

  • 129 institutional investors held iShares US Healthcare ETF (IYH) as of Q3 2013, up from 107 in Q2 2013.
  • Funds reported $1.01B of iShares US Healthcare ETF stock for Q3 2013, up 147% quarter-over-quarter.
  • 29 funds opened new iShares US Healthcare ETF positions in Q3 2013 and 6 closed out, a net change of +23 holders.
  • The largest iShares US Healthcare ETF buyer in Q3 2013 was Ameriprise, an estimated $155M added.
  • The largest iShares US Healthcare ETF seller in Q3 2013 was Goldman Sachs, an estimated $15.2M sold.

Based on aggregated 13F filings for Q3 2013.