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iShares US Healthcare ETF
IYH

Overview Fund Activity

148 hedge funds and large institutions have $1.24B invested in iShares US Healthcare ETF in 2013 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 58 increasing their positions, 35 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
+19
Holders Change %
+14.73%
% of All Funds
4.3%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.26%
New
34
Increased
58
Reduced
35
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FSIM
1
F-Squared Investment Management
Massachusetts
$70M
2
Ameriprise
2
Ameriprise
Minnesota
$212M
3
AssetMark Inc
3
AssetMark Inc
California
$60.3M
4
Deutsche Bank
4
Deutsche Bank
Germany
$13.8M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$24.8M

Top Sellers

1
NA
1
Navellier & Associates
Nevada
$1.76M
2
Citigroup
2
Citigroup
New York
$36K
3
DS
3
DRW Securities
Illinois
$0
4
BCI
4
Brinker Capital Investments
Pennsylvania
$11M
5
Morgan Stanley
5
Morgan Stanley
New York
$31M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
51
Stillwater Capital Advisors
Pennsylvania
$1.99M +$495K +21,240 +33%
IFWM
52
Institute for Wealth Management
Colorado
$1.94M -$3.35M -143,755 -63%
AIM
53
Acropolis Investment Management
Missouri
$1.82M -$98.5K -4,225 -5%
SWM
54
Strategic Wealth Management
Washington
$1.78M +$1.78M +76,500 New
Kayne Anderson Rudnick Investment Management
55
Kayne Anderson Rudnick Investment Management
California
$1.78M +$42.2K +1,810 +2%
NA
56
Navellier & Associates
Nevada
$1.76M -$45.1M -1,936,270 -96%
AW
57
ACG Wealth
Georgia
$1.68M +$1.68M +72,240 New
SPL
58
Smart Portfolios LLC
Washington
$1.49M +$19.1K +820 +1%
DADC
59
D.A. Davidson & Co
Montana
$1.45M +$148K +6,340 +11%
PWW
60
Pettyjohn Wood & White
Virginia
$1.42M -$35K -1,500 -2%
SI
61
SII Investments
Wisconsin
$1.34M -$812K -34,215 -38%
CB
62
Commerce Bank
Missouri
$1.32M -$81.8K -3,510 -6%
FUBT
63
First United Bank & Trust
Maryland
$1.31M +$37.3K +1,600 +3%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$1.26M +$353K +15,150 +39%
CWM
65
Concert Wealth Management
California
$1.1M +$305K +13,125 +38%
BCM
66
Barometer Capital Management
Ontario, Canada
$1.07M +$1.07M +46,000 New
WB
67
WesBanco Bank
West Virginia
$1.07M -$75.7K -3,250 -7%
WEC
68
Winslow Evans & Crocker
Massachusetts
$1.04M +$1.04M +44,535 New
CS
69
Credit Suisse
Switzerland
$1.03M -$2.46M -105,455 -71%
PAG
70
Private Advisor Group
New Jersey
$1.01M +$1.01M +43,385 New
BHB
71
Bank Hapoalim BM
Israel
$996K +$996K +42,755 New
HH
72
Hilltop Holdings
Texas
$962K +$26.7K +1,145 +3%
HSBC Holdings
73
HSBC Holdings
United Kingdom
$895K -$22.5K -965 -2%
MBT
74
Monroe Bank & Trust
Michigan
$833K +$17.6K +755 +2%
GH
75
GAM Holding
Switzerland
$816K – – –
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3
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