We are live on ! Find out more
IYH icon

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
Bank of New York Mellon
101
Bank of New York Mellon
New York
$225K -$147K -6,935 -40%
CS
102
Comerica Securities
Michigan
$220K +$218K +10,275 New
KIA
103
KCM Investment Advisors
California
$202K +$201K +9,460 New
NES
104
New England Securities
New York
$185K +$34.7K +1,635 +23%
PSUF
105
People's United Financial
Connecticut
$184K -$302K -14,250 -62%
MP
106
Manifold Partners
California
$149K +$148K +6,970 New
MAS
107
Madden Advisory Services
Florida
$147K +$109K +5,140 +294%
WRM
108
Westport Resources Management
Connecticut
$145K +$129K +6,100 +878%
SSB
109
Sandy Spring Bank
Maryland
$140K -$15.1K -710 -10%
KTC
110
Kistler-Tiffany Companies
Pennsylvania
$107K
SFSIG
111
San Francisco Sentry Investment Group
California
$107K +$23.1K +1,090 +28%
SNT
112
Security National Trust
West Virginia
$96K
Deutsche Bank
113
Deutsche Bank
Germany
$87K -$181K -8,545 -67%
SF
114
Synovus Financial
Georgia
$81K +$106 +5 +0.1%
DSC
115
Duncker Streett & Co
Missouri
$79K
EWM
116
Edge Wealth Management
New York
$72K
PTC
117
Private Trust Company
Ohio
$66K -$8.38K -395 -11%
BOK
118
Bank of Kentucky
Kentucky
$48K
BPBT
119
Boston Private Bank & Trust
Massachusetts
$48K +$47.2K +2,225 New
WTC
120
WhitTier Trust Company
Nevada
$45K -$2.65K -125 -6%
Invesco
121
Invesco
Georgia
$43K
HNB
122
Huntington National Bank
Ohio
$26K
Fifth Third Bancorp
123
Fifth Third Bancorp
Ohio
$20K
S
124
SignatureFD
Georgia
$16K -$34.7K -1,635 -69%
SMA
125
Simply Money Advisors
Ohio
$16K +$15.5K +730 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.