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iShares US Healthcare ETF
IYH

Overview Fund Activity

168 hedge funds and large institutions have $1.65B invested in iShares US Healthcare ETF in 2014 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 58 increasing their positions, 61 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+6
Holders Change %
+3.7%
% of All Funds
4.88%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.26%
New
15
Increased
58
Reduced
61
Closed
9
Calls
$1.17M
Puts
–
Net Calls
+$1.17M
Net Calls Change
+$54K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$339M
2
Citigroup
2
Citigroup
New York
$26.9M
3
SWA
3
SFMG Wealth Advisors
Texas
$14.1M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$26.7M
5
LPL Financial
5
LPL Financial
California
$41.1M

Top Sellers

1
BIM
1
BlackRock Investment Management
Delaware
$20.2M
2
Goldman Sachs
2
Goldman Sachs
New York
$133M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$44.2M
4
Bank of America
4
Bank of America
North Carolina
$58.9M
5
BFA
5
Beaumont Financial Advisors
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PAI
76
Pittenger & Anderson Inc
Nebraska
$806K – – –
MBT
77
Monroe Bank & Trust
Michigan
$779K -$135K -5,025 -15%
PNC
78
Park National Corp
Ohio
$777K -$10.7K -400 -1%
Creative Planning
79
Creative Planning
Kansas
$752K +$175K +6,520 +30%
AllianceBernstein
80
AllianceBernstein
Tennessee
$736K – – –
11A
81
10-15 Associates
New York
$670K +$16.1K +600 +2%
CWM
82
Concert Wealth Management
California
$655K +$88.9K +3,305 +16%
ASN
83
Advisory Services Network
Georgia
$647K +$97.7K +3,635 +18%
MCM
84
Manchester Capital Management
Vermont
$631K – – –
SPL
85
Smart Portfolios LLC
Washington
$622K -$284K -10,580 -31%
OC
86
Oppenheimer & Co
New York
$608K +$5.51K +205 +0.9%
Bank of Nova Scotia
87
Bank of Nova Scotia
Ontario, Canada
$608K +$377K +14,035 +163%
PSUF
88
People's United Financial
Connecticut
$589K -$2.69K -100 -0.5%
PSW
89
Portfolio Strategies (Washington)
Washington
$567K +$567K +21,085 New
CIC
90
Carnegie Investment Counsel
Ohio
$550K +$550K +20,475 New
FA
91
FDx Advisors
Illinois
$546K -$3.09K -115 -0.6%
Citadel Advisors
92
Citadel Advisors
Florida
$523K -$762K -28,375 -59%
PWLP
93
Prio Wealth Limited Partnership
Massachusetts
$523K -$20.1K -750 -4%
TRCT
94
Tower Research Capital (TRC)
New York
$514K -$1.79M -66,700 -78%
TBA
95
Train Babcock Advisors
New York
$511K – – –
BRWA
96
B. Riley Wealth Advisors
Florida
$482K +$314K +11,675 +187%
EFS
97
Essex Financial Services
Connecticut
$465K – – –
NPF
98
Norris Perne & French
Michigan
$440K -$12.1K -450 -3%
Janney Montgomery Scott
99
Janney Montgomery Scott
Pennsylvania
$439K -$8.33K -310 -2%
ALA
100
Atherton Lane Advisers
California
$407K +$77.2K +2,875 +23%
2 3
4
5 6