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iShares US Healthcare ETF
IYH

Overview Fund Activity

148 hedge funds and large institutions have $1.24B invested in iShares US Healthcare ETF in 2013 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 58 increasing their positions, 35 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
+19
Holders Change %
+14.73%
% of All Funds
4.3%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.26%
New
34
Increased
58
Reduced
35
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FSIM
1
F-Squared Investment Management
Massachusetts
$70M
2
Ameriprise
2
Ameriprise
Minnesota
$212M
3
AssetMark Inc
3
AssetMark Inc
California
$60.3M
4
Deutsche Bank
4
Deutsche Bank
Germany
$13.8M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$24.8M

Top Sellers

1
NA
1
Navellier & Associates
Nevada
$1.76M
2
Citigroup
2
Citigroup
New York
$36K
3
DS
3
DRW Securities
Illinois
$0
4
BCI
4
Brinker Capital Investments
Pennsylvania
$11M
5
Morgan Stanley
5
Morgan Stanley
New York
$31M
Name Holding Trade Value Shares
Change 		Shares
Change %
SNT
126
Security National Trust
West Virginia
$105K – – –
MA
127
MUFG Americas
New York
$105K +$105K +4,500 New
CWM
128
Cranbrook Wealth Management
Michigan
$91K +$91K +3,900 New
DSC
129
Duncker Streett & Co
Missouri
$87K +$117 +5 +0.1%
EWM
130
Edge Wealth Management
New York
$78K – – –
PFA
131
Paradigm Financial Advisors
Missouri
$77K +$77K +3,305 New
PTC
132
Private Trust Company
Ohio
$73K +$1.16K +50 +2%
QCMC
133
Quantum Capital Management (California)
California
$68K +$68K +2,925 New
SF
134
Synovus Financial
Georgia
$64K -$23.6K -1,015 -27%
BOK
135
Bank of Kentucky
Kentucky
$52K – – –
BPBT
136
Boston Private Bank & Trust
Massachusetts
$52K – – –
WTC
137
WhitTier Trust Company
Nevada
$50K – – –
RFA
138
Reilly Financial Advisors
California
$42K +$42K +1,815 New
Citigroup
139
Citigroup
New York
$36K -$11.7M -501,835 -100%
Invesco
140
Invesco
Georgia
$35K -$11.7K -500 -25%
FBT
141
Founders Bank & Trust
Michigan
$30K +$30K +1,290 New
Fifth Third Bancorp
142
Fifth Third Bancorp
Ohio
$22K – – –
S
143
SignatureFD
Georgia
$17K – – –
US Bancorp
144
US Bancorp
Minnesota
$16K – – –
PAS
145
Partnervest Advisory Services
California
$12K – – –
CG
146
Colony Group
Massachusetts
$12K +$12K +530 New
ACM
147
Aviance Capital Management
Florida
$11K +$11K +455 New
VIA
148
Vantage Investment Advisors
Pennsylvania
$8K +$8K +350 New
HFM
149
Hartford Financial Management
Connecticut
$5K – – –
DS
150
DRW Securities
Illinois
– -$6.57M -295,065 Closed
3 4 5
6
7