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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
OWD
76
Osborn Williams & Donohoe
Ohio
$714K -$2.65K -125 -0.4%
11A
77
10-15 Associates
New York
$705K -$12.8K -605 -2%
SC
78
Scotia Capital
Ontario, Canada
$662K +$202K +9,545 +45%
Northern Trust
79
Northern Trust
Illinois
$653K +$247K +11,635 +61%
PAI
80
Pittenger & Anderson Inc
Nebraska
$652K
PNC
81
Park National Corp
Ohio
$637K
CA
82
Cetera Advisors
Colorado
$605K -$22.7K -1,070 -4%
JFGIW
83
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$604K -$6.36K -300 -1%
MCM
84
Manchester Capital Management
Vermont
$503K
OC
85
Oppenheimer & Co
New York
$409K -$3.5K -165 -0.9%
TBA
86
Train Babcock Advisors
New York
$406K
AAS
87
Annex Advisory Services
Wisconsin
$402K -$69.6K -3,280 -15%
AC
88
Alexandria Capital
Virginia
$385K -$55.1K -2,600 -13%
MCM
89
Maryland Capital Management
Maryland
$373K +$7.42K +350 +2%
FCI
90
Financial Counselors Inc
Kansas
$326K -$8.8K -415 -3%
MA
91
Montag & Associates
Georgia
$305K
Creative Planning
92
Creative Planning
Kansas
$301K +$44.5K +2,100 +18%
AA
93
Apriem Advisors
California
$275K
AA
94
AlphaMark Advisors
Kentucky
$273K +$76.9K +3,625 +40%
PWLP
95
Prio Wealth Limited Partnership
Massachusetts
$259K -$9.54K -450 -4%
JIC
96
Johnson Investment Counsel
Ohio
$249K +$18K +850 +8%
RW
97
Rand Wealth
Maryland
$239K
KFS
98
KMS Financial Services
Washington
$238K +$236K +11,105 New
MMLI
99
Massachusetts Mutual Life Insurance
Massachusetts
$234K
FA
100
FDx Advisors
Illinois
$232K +$230K +10,845 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.