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iShares US Healthcare ETF
IYH

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

143% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 14

66% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 35

23.3% more ownership

Funds ownership: 273.08% → 296.38% (+23%)

22% more capital invested

Capital invested by funds: $1.01B → $1.24B (+$223M)

15% more funds holding

Funds holding: 129 → 148 (+19)

13% more funds holding in top 10

Funds holding in top 10: 8 → 9 (+1)

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
–

Top Buyers

Rank Fund Capital Flow
1
FSIM
F-Squared Investment Management
Massachusetts
+$43.9M
2
Ameriprise
Ameriprise
Minnesota
+$39.9M
3
AssetMark Inc
AssetMark Inc
California
+$14.6M
4
Deutsche Bank
Deutsche Bank
Germany
+$13.2M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$11.8M

Top Sellers

Rank Fund Capital Flow
1
NA
Navellier & Associates
Nevada
-$43.5M
2
Citigroup
Citigroup
New York
-$11.3M
3
DS
DRW Securities
Illinois
-$6.57M
4
BCI
Brinker Capital Investments
Pennsylvania
-$6.23M
5
Morgan Stanley
Morgan Stanley
New York
-$5.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
SMC
101
Smith, Moore & Co
Missouri
$324K +$313K +13,900 New
FCI
102
Financial Counselors Inc
Kansas
$323K -$31.5K -1,400 -9%
AAS
103
Annex Advisory Services
Wisconsin
$322K -$112K -4,980 -26%
EFS
104
Essex Financial Services
Connecticut
$317K +$306K +13,610 New
BCM
105
Beck Capital Management
Texas
$312K +$299K +13,300 New
SFSIG
106
San Francisco Sentry Investment Group
California
$305K +$181K +8,055 +160%
BCM
107
Brookstone Capital Management
Illinois
$304K +$293K +13,040 New
AA
108
Apriem Advisors
California
$299K – – –
AA
109
AlphaMark Advisors
Kentucky
$298K – – –
FA
110
FDx Advisors
Illinois
$283K +$25.2K +1,120 +10%
PWLP
111
Prio Wealth Limited Partnership
Massachusetts
$282K – – –
FIM
112
Freedom Investment Management
Connecticut
$266K +$257K +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 +$31.3K +1,390 +16%
KIA
116
KCM Investment Advisors
California
$213K -$7.08K -315 -3%
PHAM
117
Palisades Hudson Asset Management
Florida
$208K +$201K +8,930 New
LWM
118
LBA Wealth Management
Florida
$205K +$198K +8,800 New
MAS
119
Madden Advisory Services
Florida
$204K +$41.6K +1,850 +27%
TAM
120
Trillium Asset Management
Massachusetts
$204K +$197K +8,775 New
HNB
121
Huntington National Bank
Ohio
$197K – – –
RIA
122
Regal Investment Advisors
Michigan
$181K -$617K -27,455 -78%
V
123
Veritable
Delaware
$166K +$160K +7,115 New
WRM
124
Westport Resources Management
Connecticut
$150K -$8.43K -375 -6%
KTC
125
Kistler-Tiffany Companies
Pennsylvania
$117K – – –
3 4
5
6 7

IYH Hedge Fund Activity: Q4 2013 in Review

148 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q4 2013, worth a combined $1.24B — up 22% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new IYH positions and 14 closed out — a net gain of 20 holders — while 58 added to existing stakes and 35 trimmed.

The largest buyer was F-Squared Investment Management, adding an estimated $43.9M. The largest seller was Navellier & Associates, cutting an estimated $43.5M.

  • 148 institutional investors held iShares US Healthcare ETF (IYH) as of Q4 2013, up from 129 in Q3 2013.
  • Funds reported $1.24B of iShares US Healthcare ETF stock for Q4 2013, up 22% quarter-over-quarter.
  • 34 funds opened new iShares US Healthcare ETF positions in Q4 2013 and 14 closed out, a net change of +20 holders.
  • The largest iShares US Healthcare ETF buyer in Q4 2013 was F-Squared Investment Management, an estimated $43.9M added.
  • The largest iShares US Healthcare ETF seller in Q4 2013 was Navellier & Associates, an estimated $43.5M sold.

Based on aggregated 13F filings for Q4 2013.