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iShares US Healthcare ETF
IYH

168 hedge funds and large institutions have $1.95B invested in iShares US Healthcare ETF in 2014 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 68 increasing their positions, 43 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 8

226% more call options, than puts

Call options by funds: $923K | Put options by funds: $283K

67% more funds holding in top 10

Funds holding in top 10: 9 → 15 (+6)

58% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 43

57% more capital invested

Capital invested by funds: $1.24B → $1.95B (+$708M)

22.79% more ownership

Funds ownership: 296.38% → 319.17% (+23%)

14% more funds holding

Funds holding: 148 → 168 (+20)

Holders
168
Holders Change
+20
Holders Change %
+13.51%
% of All Funds
4.85%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.43%
New
28
Increased
68
Reduced
43
Closed
8
Calls
$923K
Puts
$283K
Net Calls
+$640K
Net Calls Change
+$640K

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$176M
2
BA
BlackRock Advisors
Delaware
+$89.2M
3
AssetMark Inc
AssetMark Inc
California
+$47.8M
4
FSIM
F-Squared Investment Management
Massachusetts
+$32M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$31.6M

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$13M
2
WA
WFG Advisors
Texas
-$5.59M
3
SG Americas Securities
SG Americas Securities
New York
-$4.56M
4
HFS
HL Financial Services
Kentucky
-$3.21M
5
BCI
Brinker Capital Investments
Pennsylvania
-$2.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
DADC
51
D.A. Davidson & Co
Montana
$2.83M +$1.29M +52,850 +85%
SCA
52
Stillwater Capital Advisors
Pennsylvania
$2.5M +$399K +16,415 +19%
IFWM
53
Institute for Wealth Management
Colorado
$2.21M +$166K +6,840 +8%
MP
54
Manifold Partners
California
$2.03M +$2.01M +82,610 New
Kayne Anderson Rudnick Investment Management
55
Kayne Anderson Rudnick Investment Management
California
$1.88M +$122 +5 +0%
AW
56
ACG Wealth
Georgia
$1.83M +$54.6K +2,245 +3%
TH
57
Timber Hill
Connecticut
$1.75M +$1.73M +70,980 New
BCM
58
Brookstone Capital Management
Illinois
$1.74M +$1.41M +57,835 +444%
NPC
59
National Planning Corporation
California
$1.72M -$1.57M -64,370 -48%
PWW
60
Pettyjohn Wood & White
Virginia
$1.67M +$165K +6,800 +11%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$1.57M +$241K +9,890 +18%
RIA
62
Regal Investment Advisors
Michigan
$1.53M +$1.32M +54,405 +702%
WEC
63
Winslow Evans & Crocker
Massachusetts
$1.53M +$426K +17,535 +39%
CB
64
Commerce Bank
Missouri
$1.51M +$123K +5,050 +9%
HH
65
Hilltop Holdings
Texas
$1.5M +$474K +19,490 +47%
AIM
66
Acropolis Investment Management
Missouri
$1.46M -$452K -18,600 -24%
SPL
67
Smart Portfolios LLC
Washington
$1.45M -$120K -4,940 -8%
Bank of Nova Scotia
68
Bank of Nova Scotia
Ontario, Canada
$1.41M +$1.39M +57,295 New
SI
69
SII Investments
Wisconsin
$1.37M +$30.4K +1,250 +2%
SC
70
Scotia Capital
Ontario, Canada
$1.36M +$541K +22,260 +68%
BCM
71
Barometer Capital Management
Ontario, Canada
$1.32M +$182K +7,500 +16%
CWM
72
Concert Wealth Management
California
$1.29M +$131K +5,405 +11%
FUBT
73
First United Bank & Trust
Maryland
$1.26M -$116K -4,750 -8%
PAG
74
Private Advisor Group
New Jersey
$1.17M +$105K +4,300 +10%
TNBTD
75
Trustmark National Bank Trust Department
Mississippi
$1.17M +$1.16M +47,555 New
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IYH Hedge Fund Activity: Q1 2014 in Review

168 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q1 2014, worth a combined $1.95B — up 57% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IYH positions and 8 closed out — a net gain of 20 holders — while 68 added to existing stakes and 43 trimmed.

The largest buyer was Ameriprise, adding an estimated $176M. The largest seller was Royal Bank of Canada, cutting an estimated $13M.

  • 168 institutional investors held iShares US Healthcare ETF (IYH) as of Q1 2014, up from 148 in Q4 2013.
  • Funds reported $1.95B of iShares US Healthcare ETF stock for Q1 2014, up 57% quarter-over-quarter.
  • 28 funds opened new iShares US Healthcare ETF positions in Q1 2014 and 8 closed out, a net change of +20 holders.
  • The largest iShares US Healthcare ETF buyer in Q1 2014 was Ameriprise, an estimated $176M added.
  • The largest iShares US Healthcare ETF seller in Q1 2014 was Royal Bank of Canada, an estimated $13M sold.

Based on aggregated 13F filings for Q1 2014.