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iShares US Healthcare ETF
IYH

Overview Fund Activity

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
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

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$157M
2
BTS
2
BB&T Securities
Virginia
$92.1M
3
UCFA
3
United Capital Financial Advisors
Texas
$52.5M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$66.8M
5
NA
5
Navellier & Associates
Nevada
$43M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$21.7M
2
CS
2
Credit Suisse
Switzerland
$3.2M
3
QA
3
Quantitative Advantage
Minnesota
$8.27M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.93M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWD
76
Osborn Williams & Donohoe
Ohio
$714K -$2.67K -125 -0.4%
11A
77
10-15 Associates
New York
$705K -$12.9K -605 -2%
SC
78
Scotia Capital
Ontario, Canada
$662K +$204K +9,545 +45%
Northern Trust
79
Northern Trust
Illinois
$653K +$249K +11,635 +61%
PAI
80
Pittenger & Anderson Inc
Nebraska
$652K – – –
PNC
81
Park National Corp
Ohio
$637K – – –
CA
82
Cetera Advisors
Colorado
$605K -$22.9K -1,070 -4%
JFGIW
83
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$604K -$6.42K -300 -1%
MCM
84
Manchester Capital Management
Vermont
$503K – – –
OC
85
Oppenheimer & Co
New York
$409K -$3.53K -165 -0.9%
TBA
86
Train Babcock Advisors
New York
$406K – – –
AAS
87
Annex Advisory Services
Wisconsin
$402K -$70.1K -3,280 -15%
AC
88
Alexandria Capital
Virginia
$385K -$55.6K -2,600 -13%
MCM
89
Maryland Capital Management
Maryland
$373K +$7.49K +350 +2%
FCI
90
Financial Counselors Inc
Kansas
$326K -$8.86K -415 -3%
MA
91
Montag & Associates
Georgia
$305K – – –
Creative Planning
92
Creative Planning
Kansas
$301K +$44.8K +2,100 +18%
AA
93
Apriem Advisors
California
$275K – – –
AA
94
AlphaMark Advisors
Kentucky
$273K +$77.5K +3,625 +40%
PWLP
95
Prio Wealth Limited Partnership
Massachusetts
$259K -$9.61K -450 -4%
JIC
96
Johnson Investment Counsel
Ohio
$249K +$18.1K +850 +8%
RW
97
Rand Wealth
Maryland
$239K – – –
KFS
98
KMS Financial Services
Washington
$238K +$238K +11,105 New
MMLI
99
Massachusetts Mutual Life Insurance
Massachusetts
$234K – – –
FA
100
FDx Advisors
Illinois
$232K +$232K +10,845 New
2 3
4
5 6