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iShares US Healthcare ETF
IYH

Overview Fund Activity

162 hedge funds and large institutions have $1.83B invested in iShares US Healthcare ETF in 2014 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 78 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
-6
Holders Change %
-3.57%
% of All Funds
4.66%
Holding in Top 10
6
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-60%
% of All Funds
0.17%
New
13
Increased
43
Reduced
78
Closed
18
Calls
$1.12M
Puts
–
Net Calls
+$1.12M
Net Calls Change
+$475K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$174M
2
Bank of America
2
Bank of America
North Carolina
$73.3M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$20.2M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$14.8M
5
CS
5
Credit Suisse
Switzerland
$11.3M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$470M
2
BTS
2
BB&T Securities
Virginia
$85.1M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$60.2M
4
UCFA
4
United Capital Financial Advisors
Texas
$37.5M
5
FSIM
5
F-Squared Investment Management
Massachusetts
$68M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
126
LBA Wealth Management
Florida
$226K – – –
Bank of Nova Scotia
127
Bank of Nova Scotia
Ontario, Canada
$221K -$1.25M -48,710 -85%
TAM
128
Trillium Asset Management
Massachusetts
$217K -$5.14K -200 -2%
Stifel Financial
129
Stifel Financial
Missouri
$216K -$6.15K -240 -3%
WRM
130
Westport Resources Management
Connecticut
$164K – – –
BRWA
131
B. Riley Wealth Advisors
Florida
$161K +$161K +6,260 New
SSB
132
Sandy Spring Bank
Maryland
$155K -$12.8K -500 -8%
KTC
133
Kistler-Tiffany Companies
Pennsylvania
$128K – – –
SNT
134
Security National Trust
West Virginia
$128K +$12.8K +500 +11%
SF
135
Synovus Financial
Georgia
$126K +$257 +10 +0.2%
MA
136
MUFG Americas
New York
$115K – – –
CWM
137
Cranbrook Wealth Management
Michigan
$100K – – –
DSC
138
Duncker Streett & Co
Missouri
$95K +$128 +5 +0.1%
Citigroup
139
Citigroup
New York
$94K -$3.18M -123,500 -97%
US Bancorp
140
US Bancorp
Minnesota
$88K – – –
EWM
141
Edge Wealth Management
New York
$86K – – –
PTC
142
Private Trust Company
Ohio
$76K -$1.16K -45 -2%
FCCM
143
First City Capital Management
Georgia
$64.1K – – –
WA
144
WFG Advisors
Texas
$63K -$13.2K -515 -17%
BPBT
145
Boston Private Bank & Trust
Massachusetts
$57K – – –
Axa
146
Axa
France
$53K +$53K +2,050 New
WTC
147
WhitTier Trust Company
Nevada
$51K -$3.19K -125 -6%
CFA
148
Camarda Financial Advisors
Florida
$51K +$32.5K +1,270 +175%
BAM
149
Barrett Asset Management
New York
$41K – – –
OIA
150
Optimum Investment Advisors
Illinois
$41K +$41K +1,590 New
4 5
6
7 8