iShares US Healthcare ETF
129 hedge funds and large institutions have $1.01B invested in iShares US Healthcare ETF in 2013 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 44 increasing their positions, 37 reducing their positions, and 6 closing their positions.
383% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 6
300% more funds holding in top 10
Funds holding in top 10: 2 → 8 (+6)
147% more capital invested
Capital invested by funds: $411M → $1.01B (+$603M)
66.93% more ownership
Funds ownership: 206.14% → 273.08% (+67%)
21% more funds holding
Funds holding: 107 → 129 (+22)
19% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 37
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$155M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$52M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$50.4M |
| 4 |
NA
Navellier & Associates
Reno,
Nevada
|
+$42.7M |
| 5 |
PI
Placemark Investments
Chicago,
Illinois
|
+$39.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$15.2M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$10.5M |
| 3 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
-$3.23M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.65M |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$1.57M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
US Bancorp
Minneapolis,
Minnesota
| $15K | – | – | – |
|
|
MWAM
127
Mariner Wealth Advisors (Madison)
Overland Park,
Kansas
| $14K | +$13.3K | +625 | New |
|
|
DWA
128
Dorsey Wright & Associates
Pasadena,
California
| $13.3K | -$472K | -22,250 | -3% |
|
|
PAS
129
Partnervest Advisory Services
Santa Barbara,
California
| $11K | +$106 | +5 | +1% |
|
|
HFM
130
Hartford Financial Management
Hartford,
Connecticut
| $5K | +$5.09K | +240 | New |
|
|
RJFSA
131
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$1.18M | -58,625 | Closed |
|
|
GC
132
Guggenheim Capital
Chicago,
Illinois
| – | -$833K | -41,560 | Closed |
|
|
SNC
133
Stifel Nicolaus & Co
St Louis,
Missouri
| – | -$368K | -18,345 | Closed |
|
|
FIM
134
Freedom Investment Management
Hartford,
Connecticut
| – | -$297K | -14,815 | Closed |
|
|
I2I
135
Insight 2811 Inc
Chicago,
Illinois
| – | -$79K | -3,920 | Closed |
|
|
BWM
136
Baystate Wealth Management
Boston,
Massachusetts
| – | -$25K | -1,255 | Closed |
|
IYH Hedge Fund Activity: Q3 2013 in Review
129 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q3 2013, worth a combined $1.01B — up 147% from $411M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new IYH positions and 6 closed out — a net gain of 23 holders — while 44 added to existing stakes and 37 trimmed.
The largest buyer was Ameriprise, adding an estimated $155M. The largest seller was Goldman Sachs, cutting an estimated $15.2M.
- 129 institutional investors held iShares US Healthcare ETF (IYH) as of Q3 2013, up from 107 in Q2 2013.
- Funds reported $1.01B of iShares US Healthcare ETF stock for Q3 2013, up 147% quarter-over-quarter.
- 29 funds opened new iShares US Healthcare ETF positions in Q3 2013 and 6 closed out, a net change of +23 holders.
- The largest iShares US Healthcare ETF buyer in Q3 2013 was Ameriprise, an estimated $155M added.
- The largest iShares US Healthcare ETF seller in Q3 2013 was Goldman Sachs, an estimated $15.2M sold.
Based on aggregated 13F filings for Q3 2013.