IYH icon

iShares US Healthcare ETF
IYH

Overview Fund Activity

207 hedge funds and large institutions have $1.37B invested in iShares US Healthcare ETF in 2015 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 70 increasing their positions, 57 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
+16
Holders Change %
+8.38%
% of All Funds
5.52%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.27%
New
36
Increased
70
Reduced
57
Closed
15
Calls
$1.47M
Puts
$2.88M
Net Calls
-$1.41M
Net Calls Change
-$545K

Top Buyers

1
CM
1
Churchill Management
California
$90M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$154M
3
Morgan Stanley
3
Morgan Stanley
New York
$103M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$44.3M
5
AssetMark Inc
5
AssetMark Inc
California
$81.3M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$61M
2
Bank of America
2
Bank of America
North Carolina
$95.2M
3
Citigroup
3
Citigroup
New York
$7.86M
4
UBS Group
4
UBS Group
Switzerland
$34.3M
5
CP
5
Cinque Partners
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FIM
101
Freedom Investment Management
Connecticut
$612K +$258K +8,365 +73%
PWLP
102
Prio Wealth Limited Partnership
Massachusetts
$597K – – –
PIA
103
Peachtree Investment Advisors
Georgia
$596K +$334K +10,825 +127%
HNB
104
Huntington National Bank
Ohio
$594K +$594K +19,245 New
TBA
105
Train Babcock Advisors
New York
$586K – – –
SWP
106
Stratos Wealth Partners
Ohio
$575K +$280K +9,075 +95%
OC
107
Oppenheimer & Co
New York
$573K -$391K -12,640 -41%
SFSIG
108
San Francisco Sentry Investment Group
California
$552K +$12.5K +405 +2%
SCG
109
Sonata Capital Group
Washington
$548K -$41.7K -1,350 -7%
Comerica Bank
110
Comerica Bank
Texas
$523K +$523K +16,935 New
ALA
111
Atherton Lane Advisers
California
$522K +$5.4K +175 +1%
EFS
112
Essex Financial Services
Connecticut
$520K – – –
NPF
113
Norris Perne & French
Michigan
$505K – – –
ICAS
114
Investors Capital Advisory Services
Massachusetts
$492K +$102K +3,315 +26%
BCFS
115
Butensky & Cohen Financial Security
Florida
$490K -$49K -1,590 -9%
JIC
116
Johnson Investment Counsel
Ohio
$486K +$15.4K +500 +3%
AC
117
Alexandria Capital
Virginia
$479K +$56.7K +1,835 +13%
Northern Trust
118
Northern Trust
Illinois
$478K -$49.7K -1,610 -9%
RAM
119
Riggs Asset Management
Pennsylvania
$456K – – –
MA
120
Montag & Associates
Georgia
$440K – – –
IFS
121
Ifrah Financial Services
Arkansas
$438K +$3.85K +125 +0.9%
Toronto Dominion Bank
122
Toronto Dominion Bank
Ontario, Canada
$424K – – –
FCI
123
Financial Counselors Inc
Kansas
$411K -$3.09K -100 -0.7%
PIM
124
Perkins Investment Management
Illinois
$406K +$406K +13,140 New
SMC
125
Smith, Moore & Co
Missouri
$402K -$11.1K -360 -3%
3 4
5
6 7