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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 %
IFS
101
Ifrah Financial Services
Arkansas
$402K +$402K +14,970 New
NES
102
New England Securities
New York
$399K +$59.6K +2,220 +18%
RAM
103
Riggs Asset Management
Pennsylvania
$397K – – –
MA
104
Montag & Associates
Georgia
$383K – – –
SFSIG
105
San Francisco Sentry Investment Group
California
$376K +$12.6K +470 +3%
JIC
106
Johnson Investment Counsel
Ohio
$375K -$13.4K -500 -3%
AC
107
Alexandria Capital
Virginia
$367K – – –
FCI
108
Financial Counselors Inc
Kansas
$366K – – –
SMC
109
Smith, Moore & Co
Missouri
$360K -$13.4K -500 -4%
HNB
110
Huntington National Bank
Ohio
$352K – – –
BCM
111
Beck Capital Management
Texas
$342K – – –
M&T Bank
112
M&T Bank
New York
$330K +$330K +12,290 New
Northern Trust
113
Northern Trust
Illinois
$326K -$164K -6,100 -33%
AA
114
Apriem Advisors
California
$322K – – –
MC
115
Moors & Cabot
Massachusetts
$320K -$127K -4,735 -28%
AAS
116
Annex Advisory Services
Wisconsin
$301K -$23.1K -860 -7%
RW
117
Rand Wealth
Maryland
$300K +$300K +11,165 New
AA
118
AlphaMark Advisors
Kentucky
$292K -$2.69K -100 -0.9%
KFS
119
KMS Financial Services
Washington
$284K +$38.3K +1,425 +16%
MCM
120
Maryland Capital Management
Maryland
$276K – – –
Fidelity Investments
121
Fidelity Investments
Massachusetts
$274K -$41.7K -1,540 -13%
CNB
122
City National Bank
California
$271K -$165K -6,140 -38%
FIM
123
Freedom Investment Management
Connecticut
$271K -$51.2K -1,905 -16%
NFG
124
Next Financial Group
Texas
$271K +$271K +10,080 New
MAS
125
Madden Advisory Services
Florida
$260K -$8.33K -310 -3%
3 4
5
6 7