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iShares US Healthcare ETF
IYH

Overview Fund Activity

168 hedge funds and large institutions have $1.65B invested in iShares US Healthcare ETF in 2014 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 58 increasing their positions, 61 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+6
Holders Change %
+3.7%
% of All Funds
4.88%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.26%
New
15
Increased
58
Reduced
61
Closed
9
Calls
$1.17M
Puts
–
Net Calls
+$1.17M
Net Calls Change
+$54K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$339M
2
Citigroup
2
Citigroup
New York
$26.9M
3
SWA
3
SFMG Wealth Advisors
Texas
$14.1M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$26.7M
5
LPL Financial
5
LPL Financial
California
$41.1M

Top Sellers

1
BIM
1
BlackRock Investment Management
Delaware
$20.2M
2
Goldman Sachs
2
Goldman Sachs
New York
$133M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$44.2M
4
Bank of America
4
Bank of America
North Carolina
$58.9M
5
BFA
5
Beaumont Financial Advisors
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MMLI
126
Massachusetts Mutual Life Insurance
Massachusetts
$255K -$16.1K -600 -6%
KIA
127
KCM Investment Advisors
California
$246K – – –
CWA
128
Constellation Wealth Advisors
New York
$238K -$674K -25,035 -74%
CCB
129
Cutter & Co Brokerage
Missouri
$233K +$233K +8,665 New
Stifel Financial
130
Stifel Financial
Missouri
$223K -$3.36K -125 -1%
TAM
131
Trillium Asset Management
Massachusetts
$211K -$16.1K -600 -7%
LWM
132
LBA Wealth Management
Florida
$204K -$32.2K -1,200 -14%
SSB
133
Sandy Spring Bank
Maryland
$184K +$20.5K +760 +13%
KTC
134
Kistler-Tiffany Companies
Pennsylvania
$135K – – –
Deutsche Bank
135
Deutsche Bank
Germany
$134K -$6.43M -242,445 -98%
WRM
136
Westport Resources Management
Connecticut
$134K -$37.5K -1,400 -22%
SNT
137
Security National Trust
West Virginia
$134K – – –
SF
138
Synovus Financial
Georgia
$131K +$267 +10 +0.2%
MA
139
MUFG Americas
New York
$121K – – –
DSC
140
Duncker Streett & Co
Missouri
$100K – – –
US Bancorp
141
US Bancorp
Minnesota
$92K – – –
EWM
142
Edge Wealth Management
New York
$90K – – –
CWM
143
Cranbrook Wealth Management
Michigan
$89K -$16K -595 -15%
PTC
144
Private Trust Company
Ohio
$78K -$1.21K -45 -2%
WA
145
WFG Advisors
Texas
$70K +$3.91K +145 +6%
FCCM
146
First City Capital Management
Georgia
$67.2K – – –
MHS
147
M Holdings Securities
Oregon
$67K +$67K +2,500 New
BPBT
148
Boston Private Bank & Trust
Massachusetts
$60K – – –
OIA
149
Optimum Investment Advisors
Illinois
$45K – – –
BAM
150
Barrett Asset Management
New York
$43K – – –
4 5
6
7 8