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iShares US Healthcare ETF
IYH

Overview Fund Activity

162 hedge funds and large institutions have $1.83B invested in iShares US Healthcare ETF in 2014 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 78 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
-6
Holders Change %
-3.57%
% of All Funds
4.66%
Holding in Top 10
6
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-60%
% of All Funds
0.17%
New
13
Increased
43
Reduced
78
Closed
18
Calls
$1.12M
Puts
–
Net Calls
+$1.12M
Net Calls Change
+$475K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$174M
2
Bank of America
2
Bank of America
North Carolina
$73.3M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$20.2M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$14.8M
5
CS
5
Credit Suisse
Switzerland
$11.3M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$470M
2
BTS
2
BB&T Securities
Virginia
$85.1M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$60.2M
4
UCFA
4
United Capital Financial Advisors
Texas
$37.5M
5
FSIM
5
F-Squared Investment Management
Massachusetts
$68M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
76
Regal Investment Advisors
Michigan
$951K -$642K -25,060 -40%
BG
77
BlackRock Group
United Kingdom
$901K +$901K +35,125 New
MBT
78
Monroe Bank & Trust
Michigan
$872K -$18.6K -725 -2%
CWA
79
Constellation Wealth Advisors
New York
$869K -$5.22M -203,585 -86%
OWD
80
Osborn Williams & Donohoe
Ohio
$849K – – –
JFGIW
81
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$810K +$248K +9,650 +44%
PAI
82
Pittenger & Anderson Inc
Nebraska
$769K – – –
PNC
83
Park National Corp
Ohio
$751K +$16.7K +650 +2%
AllianceBernstein
84
AllianceBernstein
Tennessee
$703K – – –
SPL
85
Smart Portfolios LLC
Washington
$677K -$504K -25,160 -43%
11A
86
10-15 Associates
New York
$624K -$184K -7,175 -23%
MCM
87
Manchester Capital Management
Vermont
$603K – – –
X
88
Xponance
Pennsylvania
$577K +$577K +28,100 New
OC
89
Oppenheimer & Co
New York
$574K -$35.5K -1,385 -6%
PSUF
90
People's United Financial
Connecticut
$564K -$128 -5 -0%
Creative Planning
91
Creative Planning
Kansas
$550K -$9.87K -385 -2%
SC
92
Scotia Capital
Ontario, Canada
$528K -$886K -34,555 -63%
FA
93
FDx Advisors
Illinois
$524K -$320K -12,480 -38%
ASN
94
Advisory Services Network
Georgia
$524K -$172K -6,705 -25%
CWM
95
Concert Wealth Management
California
$520K -$782K -31,660 -60%
PWLP
96
Prio Wealth Limited Partnership
Massachusetts
$519K – – –
TBA
97
Train Babcock Advisors
New York
$487K – – –
Northern Trust
98
Northern Trust
Illinois
$467K +$9.23K +360 +2%
EFS
99
Essex Financial Services
Connecticut
$444K +$17.8K +695 +4%
CS
100
Comerica Securities
Michigan
$440K +$24.1K +940 +6%
2 3
4
5 6