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iShares US Healthcare ETF
IYH

168 hedge funds and large institutions have $1.95B invested in iShares US Healthcare ETF in 2014 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 68 increasing their positions, 43 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 8

226% more call options, than puts

Call options by funds: $923K | Put options by funds: $283K

67% more funds holding in top 10

Funds holding in top 10: 9 → 15 (+6)

58% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 43

57% more capital invested

Capital invested by funds: $1.24B → $1.95B (+$708M)

22.79% more ownership

Funds ownership: 296.38% → 319.17% (+23%)

14% more funds holding

Funds holding: 148 → 168 (+20)

Holders
168
Holders Change
+20
Holders Change %
+13.51%
% of All Funds
4.85%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.43%
New
28
Increased
68
Reduced
43
Closed
8
Calls
$923K
Puts
$283K
Net Calls
+$640K
Net Calls Change
+$640K

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$176M
2
BA
BlackRock Advisors
Delaware
+$89.2M
3
AssetMark Inc
AssetMark Inc
California
+$47.8M
4
FSIM
F-Squared Investment Management
Massachusetts
+$32M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$31.6M

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$13M
2
WA
WFG Advisors
Texas
-$5.59M
3
SG Americas Securities
SG Americas Securities
New York
-$4.56M
4
HFS
HL Financial Services
Kentucky
-$3.21M
5
BCI
Brinker Capital Investments
Pennsylvania
-$2.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
TBA
101
Train Babcock Advisors
New York
$468K – – –
Northern Trust
102
Northern Trust
Illinois
$439K +$59.5K +2,445 +16%
IFS
103
Ifrah Financial Services
Arkansas
$429K -$45.8K -1,885 -10%
EFS
104
Essex Financial Services
Connecticut
$409K +$73K +3,000 +22%
NPF
105
Norris Perne & French
Michigan
$408K +$403K +16,575 New
CS
106
Comerica Securities
Michigan
$399K -$4.38K -180 -1%
MC
107
Moors & Cabot
Massachusetts
$388K +$383K +15,755 New
RAM
108
Riggs Asset Management
Pennsylvania
$386K – – –
JIC
109
Johnson Investment Counsel
Ohio
$384K +$29.2K +1,200 +8%
AC
110
Alexandria Capital
Virginia
$367K – – –
PSW
111
Portfolio Strategies (Washington)
Washington
$365K +$361K +14,840 New
MA
112
Montag & Associates
Georgia
$351K – – –
SMC
113
Smith, Moore & Co
Missouri
$342K – – –
FCI
114
Financial Counselors Inc
Kansas
$341K – – –
SFSIG
115
San Francisco Sentry Investment Group
California
$332K +$10.3K +425 +3%
BCM
116
Beck Capital Management
Texas
$328K -$1.82K -75 -0.6%
AA
117
Apriem Advisors
California
$316K – – –
VAM
118
Visionary Asset Management
Texas
$304K +$300K +12,340 New
AAS
119
Annex Advisory Services
Wisconsin
$298K -$41.6K -1,710 -12%
Millennium Management
120
Millennium Management
New York
$294K +$291K +11,955 New
MAS
121
Madden Advisory Services
Florida
$277K +$60.8K +2,500 +29%
RW
122
Rand Wealth
Maryland
$275K – – –
FIM
123
Freedom Investment Management
Connecticut
$274K -$6.93K -285 -2%
AA
124
AlphaMark Advisors
Kentucky
$267K -$46.8K -1,925 -15%
KFS
125
KMS Financial Services
Washington
$263K +$260K +10,670 New
3 4
5
6 7

IYH Hedge Fund Activity: Q1 2014 in Review

168 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q1 2014, worth a combined $1.95B — up 57% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IYH positions and 8 closed out — a net gain of 20 holders — while 68 added to existing stakes and 43 trimmed.

The largest buyer was Ameriprise, adding an estimated $176M. The largest seller was Royal Bank of Canada, cutting an estimated $13M.

  • 168 institutional investors held iShares US Healthcare ETF (IYH) as of Q1 2014, up from 148 in Q4 2013.
  • Funds reported $1.95B of iShares US Healthcare ETF stock for Q1 2014, up 57% quarter-over-quarter.
  • 28 funds opened new iShares US Healthcare ETF positions in Q1 2014 and 8 closed out, a net change of +20 holders.
  • The largest iShares US Healthcare ETF buyer in Q1 2014 was Ameriprise, an estimated $176M added.
  • The largest iShares US Healthcare ETF seller in Q1 2014 was Royal Bank of Canada, an estimated $13M sold.

Based on aggregated 13F filings for Q1 2014.