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iShares US Healthcare ETF
IYH

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

143% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 14

66% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 35

23.3% more ownership

Funds ownership: 273.08% → 296.38% (+23%)

22% more capital invested

Capital invested by funds: $1.01B → $1.24B (+$223M)

15% more funds holding

Funds holding: 129 → 148 (+19)

13% more funds holding in top 10

Funds holding in top 10: 8 → 9 (+1)

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

Rank Fund Capital Flow
1
FSIM
F-Squared Investment Management
Massachusetts
+$43.9M
2
Ameriprise
Ameriprise
Minnesota
+$39.9M
3
AssetMark Inc
AssetMark Inc
California
+$14.6M
4
Deutsche Bank
Deutsche Bank
Germany
+$13.2M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$11.8M

Top Sellers

Rank Fund Capital Flow
1
NA
Navellier & Associates
Nevada
-$43.5M
2
Citigroup
Citigroup
New York
-$11.3M
3
DS
DRW Securities
Illinois
-$6.57M
4
BCI
Brinker Capital Investments
Pennsylvania
-$6.23M
5
Morgan Stanley
Morgan Stanley
New York
-$5.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
SNT
126
Security National Trust
West Virginia
$105K – – –
MA
127
MUFG Americas
New York
$105K +$101K +4,500 New
CWM
128
Cranbrook Wealth Management
Michigan
$91K +$87.7K +3,900 New
DSC
129
Duncker Streett & Co
Missouri
$87K +$112 +5 +0.1%
EWM
130
Edge Wealth Management
New York
$78K – – –
PFA
131
Paradigm Financial Advisors
Missouri
$77K +$74.3K +3,305 New
PTC
132
Private Trust Company
Ohio
$73K +$1.12K +50 +2%
QCMC
133
Quantum Capital Management (California)
California
$68K +$65.8K +2,925 New
SF
134
Synovus Financial
Georgia
$64K -$22.8K -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 +$40.8K +1,815 New
Citigroup
139
Citigroup
New York
$36K -$11.3M -501,835 -100%
Invesco
140
Invesco
Georgia
$35K -$11.2K -500 -25%
FBT
141
Founders Bank & Trust
Michigan
$30K +$29K +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 +$11.9K +530 New
ACM
147
Aviance Capital Management
Florida
$11K +$10.2K +455 New
VIA
148
Vantage Investment Advisors
Pennsylvania
$8K +$7.87K +350 New
HFM
149
Hartford Financial Management
Connecticut
$5K – – –
DS
150
DRW Securities
Illinois
– -$6.57M -295,065 Closed
3 4 5
6
7

IYH Hedge Fund Activity: Q4 2013 in Review

148 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q4 2013, worth a combined $1.24B — up 22% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new IYH positions and 14 closed out — a net gain of 20 holders — while 58 added to existing stakes and 35 trimmed.

The largest buyer was F-Squared Investment Management, adding an estimated $43.9M. The largest seller was Navellier & Associates, cutting an estimated $43.5M.

  • 148 institutional investors held iShares US Healthcare ETF (IYH) as of Q4 2013, up from 129 in Q3 2013.
  • Funds reported $1.24B of iShares US Healthcare ETF stock for Q4 2013, up 22% quarter-over-quarter.
  • 34 funds opened new iShares US Healthcare ETF positions in Q4 2013 and 14 closed out, a net change of +20 holders.
  • The largest iShares US Healthcare ETF buyer in Q4 2013 was F-Squared Investment Management, an estimated $43.9M added.
  • The largest iShares US Healthcare ETF seller in Q4 2013 was Navellier & Associates, an estimated $43.5M sold.

Based on aggregated 13F filings for Q4 2013.