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iShares US Healthcare ETF
IYH

Overview Fund Activity

196 hedge funds and large institutions have $1.3B invested in iShares US Healthcare ETF in 2015 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 74 increasing their positions, 56 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
-11
Holders Change %
-5.31%
% of All Funds
5.29%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.22%
New
21
Increased
74
Reduced
56
Closed
27
Calls
$1.89M
Puts
$762K
Net Calls
+$1.13M
Net Calls Change
+$2.54M

Top Buyers

1
TFA
1
Transamerica Financial Advisors
Florida
$74.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$154M
3
FSIM
3
F-Squared Investment Management
Massachusetts
$47.3M
4
AssetMark Inc
4
AssetMark Inc
California
$98.3M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$17.4M

Top Sellers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$3.17M
2
SWA
2
SFMG Wealth Advisors
Texas
$15.9M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$0
4
AIA
4
Arrow Investment Advisors
Maryland
$0
5
SG Americas Securities
5
SG Americas Securities
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PWLP
101
Prio Wealth Limited Partnership
Massachusetts
$611K -$3.97K -125 -0.6%
TBA
102
Train Babcock Advisors
New York
$603K – – –
SWP
103
Stratos Wealth Partners
Ohio
$600K +$8.1K +255 +1%
CIC
104
Carnegie Investment Counsel
Ohio
$567K -$63.4K -2,000 -10%
JIC
105
Johnson Investment Counsel
Ohio
$567K +$67.4K +2,125 +13%
SCG
106
Sonata Capital Group
Washington
$563K – – –
ASN
107
Advisory Services Network
Georgia
$554K +$213K +6,660 +63%
EFS
108
Essex Financial Services
Connecticut
$551K +$15.9K +500 +3%
Northern Trust
109
Northern Trust
Illinois
$546K +$54K +1,700 +11%
ALA
110
Atherton Lane Advisers
California
$522K -$15.1K -475 -3%
NFG
111
Next Financial Group
Texas
$510K +$273K +8,600 +115%
Stifel Financial
112
Stifel Financial
Missouri
$503K +$193K +6,100 +62%
AC
113
Alexandria Capital
Virginia
$492K – – –
BCFS
114
Butensky & Cohen Financial Security
Florida
$491K -$13.3K -420 -3%
JPMPWA
115
J.P. Morgan Private Wealth Advisors
California
$485K +$152K +4,800 +46%
NPF
116
Norris Perne & French
Michigan
$484K -$35.7K -1,125 -7%
RAM
117
Riggs Asset Management
Pennsylvania
$469K – – –
Credit Agricole
118
Credit Agricole
France
$469K +$469K +14,775 New
MA
119
Montag & Associates
Georgia
$452K – – –
Toronto Dominion Bank
120
Toronto Dominion Bank
Ontario, Canada
$436K – – –
FCI
121
Financial Counselors Inc
Kansas
$428K +$5.4K +170 +1%
SMC
122
Smith, Moore & Co
Missouri
$414K – – –
WA
123
WFG Advisors
Texas
$391K +$381K +12,005 +3,811%
MC
124
Moors & Cabot
Massachusetts
$359K +$159 +5 +0%
EAMA
125
EFG Asset Management (Americas)
Florida
$356K +$354K +11,385 +16,264%
3 4
5
6 7