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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
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$1.85M +$67.1K +3,165 +4%
Jane Street
52
Jane Street
New York
$1.8M +$1M +47,245 +129%
AIM
53
Acropolis Investment Management
Missouri
$1.76M -$280K -13,210 -14%
BlackRock
54
BlackRock
New York
$1.7M +$819K +38,610 +95%
Kayne Anderson Rudnick Investment Management
55
Kayne Anderson Rudnick Investment Management
California
$1.6M +$212 +10 +0%
SCA
56
Stillwater Capital Advisors
Pennsylvania
$1.37M +$68.1K +3,210 +5%
SPL
57
Smart Portfolios LLC
Washington
$1.35M +$1.34M +63,010 +180,029%
PWW
58
Pettyjohn Wood & White
Virginia
$1.33M
CB
59
Commerce Bank
Missouri
$1.28M -$110K -5,165 -8%
DADC
60
D.A. Davidson & Co
Montana
$1.19M +$1.15M +54,070 +3,090%
FUBT
61
First United Bank & Trust
Maryland
$1.16M +$44.5K +2,100 +4%
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$1.07M +$1.06M +49,885 New
WB
63
WesBanco Bank
West Virginia
$1.05M -$15.9K -750 -2%
FHC
64
First Heartland Consultants
Missouri
$979K -$44.8K -2,110 -4%
VKH
65
Virtu KCG Holdings
New York
$978K +$970K +45,715 New
TH
66
Timber Hill
Connecticut
$866K -$1.02M -47,955 -54%
HH
67
Hilltop Holdings
Texas
$858K +$851K +40,125 New
HSBC Holdings
68
HSBC Holdings
United Kingdom
$842K -$1.04M -49,035 -55%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$828K -$49.8K -2,350 -6%
PFG
70
Pacific Financial Group
Washington
$761K +$27.7K +1,305 +4%
RIA
71
Regal Investment Advisors
Michigan
$753K +$657K +30,970 +730%
MBT
72
Monroe Bank & Trust
Michigan
$748K -$41.4K -1,950 -5%
FIG
73
FundX Investment Group
California
$748K
GH
74
GAM Holding
Switzerland
$748K
CWM
75
Concert Wealth Management
California
$735K +$725K +34,175 New

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.