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iShares US Healthcare ETF
IYH

168 hedge funds and large institutions have $1.95B invested in iShares US Healthcare ETF in 2014 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 68 increasing their positions, 43 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 8

226% more call options, than puts

Call options by funds: $923K | Put options by funds: $283K

67% more funds holding in top 10

Funds holding in top 10: 9 → 15 (+6)

58% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 43

57% more capital invested

Capital invested by funds: $1.24B → $1.95B (+$708M)

22.79% more ownership

Funds ownership: 296.38% → 319.17% (+23%)

14% more funds holding

Funds holding: 148 → 168 (+20)

Holders
168
Holders Change
+20
Holders Change %
+13.51%
% of All Funds
4.85%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.43%
New
28
Increased
68
Reduced
43
Closed
8
Calls
$923K
Puts
$283K
Net Calls
+$640K
Net Calls Change
+$640K

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$176M
2
BA
BlackRock Advisors
Delaware
+$89.2M
3
AssetMark Inc
AssetMark Inc
California
+$47.8M
4
FSIM
F-Squared Investment Management
Massachusetts
+$32M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$31.6M

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$13M
2
WA
WFG Advisors
Texas
-$5.59M
3
SG Americas Securities
SG Americas Securities
New York
-$4.56M
4
HFS
HL Financial Services
Kentucky
-$3.21M
5
BCI
Brinker Capital Investments
Pennsylvania
-$2.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
126
Maryland Capital Management
Maryland
$251K -$194K -7,980 -44%
MMLI
127
Massachusetts Mutual Life Insurance
Massachusetts
$249K -$20.7K -850 -8%
KIA
128
KCM Investment Advisors
California
$225K – – –
PHAM
129
Palisades Hudson Asset Management
Florida
$220K -$122 -5 -0.1%
FIM
130
Fernwood Investment Management
Massachusetts
$217K -$418K -17,195 -66%
LWM
131
LBA Wealth Management
Florida
$217K – – –
HNB
132
Huntington National Bank
Ohio
$216K – – –
TAM
133
Trillium Asset Management
Massachusetts
$213K -$3.04K -125 -1%
Stifel Financial
134
Stifel Financial
Missouri
$213K +$211K +8,670 New
PG
135
PEAK6 Group
Illinois
$209K +$207K +8,500 New
Susquehanna International Group
136
Susquehanna International Group
Pennsylvania
$209K +$207K +8,500 New
Fidelity Investments
137
Fidelity Investments
Massachusetts
$206K +$207K +8,510 New
NES
138
New England Securities
New York
$185K -$61.8K -2,540 -25%
SSB
139
Sandy Spring Bank
Maryland
$161K +$159K +6,555 New
WRM
140
Westport Resources Management
Connecticut
$157K -$486 -20 -0.3%
KTC
141
Kistler-Tiffany Companies
Pennsylvania
$123K – – –
SF
142
Synovus Financial
Georgia
$120K +$51.8K +2,130 +77%
MA
143
MUFG Americas
New York
$111K – – –
SNT
144
Security National Trust
West Virginia
$111K – – –
SGC
145
South Georgia Capital
Illinois
$98K +$97.3K +4,000 New
CWM
146
Cranbrook Wealth Management
Michigan
$96K – – –
DSC
147
Duncker Streett & Co
Missouri
$92K – – –
US Bancorp
148
US Bancorp
Minnesota
$84K +$66.6K +2,740 +400%
EWM
149
Edge Wealth Management
New York
$82K – – –
PTC
150
Private Trust Company
Ohio
$74K -$3.89K -160 -5%
4 5
6
7 8

IYH Hedge Fund Activity: Q1 2014 in Review

168 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q1 2014, worth a combined $1.95B — up 57% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IYH positions and 8 closed out — a net gain of 20 holders — while 68 added to existing stakes and 43 trimmed.

The largest buyer was Ameriprise, adding an estimated $176M. The largest seller was Royal Bank of Canada, cutting an estimated $13M.

  • 168 institutional investors held iShares US Healthcare ETF (IYH) as of Q1 2014, up from 148 in Q4 2013.
  • Funds reported $1.95B of iShares US Healthcare ETF stock for Q1 2014, up 57% quarter-over-quarter.
  • 28 funds opened new iShares US Healthcare ETF positions in Q1 2014 and 8 closed out, a net change of +20 holders.
  • The largest iShares US Healthcare ETF buyer in Q1 2014 was Ameriprise, an estimated $176M added.
  • The largest iShares US Healthcare ETF seller in Q1 2014 was Royal Bank of Canada, an estimated $13M sold.

Based on aggregated 13F filings for Q1 2014.