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iShares US Healthcare ETF

148 hedge funds and large institutions have $1.24B invested in iShares US Healthcare ETF in 2013 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 58 increasing their positions, 35 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
+19
Holders Change %
+14.73%
% of All Funds
4.3%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.26%
New
34
Increased
58
Reduced
35
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SMC
101
Smith, Moore & Co
Missouri
$324K +$324K +13,900 New
FCI
102
Financial Counselors Inc
Kansas
$323K -$32.6K -1,400 -9%
AAS
103
Annex Advisory Services
Wisconsin
$322K -$116K -4,980 -26%
EFS
104
Essex Financial Services
Connecticut
$317K +$317K +13,610 New
BCM
105
Beck Capital Management
Texas
$312K +$312K +13,300 New
SFSIG
106
San Francisco Sentry Investment Group
California
$305K +$188K +8,055 +160%
BCM
107
Brookstone Capital Management
Illinois
$304K +$304K +13,040 New
AA
108
Apriem Advisors
California
$299K
AA
109
AlphaMark Advisors
Kentucky
$298K
FA
110
FDx Advisors
Illinois
$283K +$26.5K +1,120 +10%
PWLP
111
Prio Wealth Limited Partnership
Massachusetts
$282K
FIM
112
Freedom Investment Management
Connecticut
$266K +$266K +11,435 New
RW
113
Rand Wealth
Maryland
$260K
MMLI
114
Massachusetts Mutual Life Insurance
Massachusetts
$255K
NES
115
New England Securities
New York
$234K +$32.4K +1,390 +16%
KIA
116
KCM Investment Advisors
California
$213K -$7.34K -315 -3%
PHAM
117
Palisades Hudson Asset Management
Florida
$208K +$208K +8,930 New
LWM
118
LBA Wealth Management
Florida
$205K +$205K +8,800 New
MAS
119
Madden Advisory Services
Florida
$204K +$43.2K +1,850 +27%
TAM
120
Trillium Asset Management
Massachusetts
$204K +$204K +8,775 New
HNB
121
Huntington National Bank
Ohio
$197K -$26K
RIA
122
Regal Investment Advisors
Michigan
$181K -$641K -27,455 -78%
V
123
Veritable
Delaware
$166K +$166K +7,115 New
WRM
124
Westport Resources Management
Connecticut
$150K -$8.76K -375 -6%
KTC
125
Kistler-Tiffany Companies
Pennsylvania
$117K