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iShares US Healthcare ETF
IYH

Overview Fund Activity

207 hedge funds and large institutions have $1.37B invested in iShares US Healthcare ETF in 2015 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 70 increasing their positions, 57 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
+16
Holders Change %
+8.38%
% of All Funds
5.52%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.27%
New
36
Increased
70
Reduced
57
Closed
15
Calls
$1.47M
Puts
$2.88M
Net Calls
-$1.41M
Net Calls Change
-$545K

Top Buyers

1
CM
1
Churchill Management
California
$90M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$154M
3
Morgan Stanley
3
Morgan Stanley
New York
$103M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$44.3M
5
AssetMark Inc
5
AssetMark Inc
California
$81.3M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$61M
2
Bank of America
2
Bank of America
North Carolina
$95.2M
3
Citigroup
3
Citigroup
New York
$7.86M
4
UBS Group
4
UBS Group
Switzerland
$34.3M
5
CP
5
Cinque Partners
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
126
Moors & Cabot
Massachusetts
$349K -$31K -1,000 -8%
RW
127
Rand Wealth
Maryland
$345K – – –
M&T Bank
128
M&T Bank
New York
$331K +$17.1K +555 +5%
AA
129
Apriem Advisors
California
$328K -$41.3K -1,340 -11%
ASN
130
Advisory Services Network
Georgia
$325K +$213K +6,980 +191%
JPMPWA
131
J.P. Morgan Private Wealth Advisors
California
$323K – – –
AA
132
AlphaMark Advisors
Kentucky
$316K -$30.8K -1,000 -9%
MCM
133
Maryland Capital Management
Maryland
$313K +$4.17K +135 +1%
AAS
134
Annex Advisory Services
Wisconsin
$307K -$27K -875 -8%
Stifel Financial
135
Stifel Financial
Missouri
$303K +$60.8K +1,965 +25%
TFA
136
Transamerica Financial Advisors
Florida
$302K +$246K +7,945 +437%
MMLI
137
Massachusetts Mutual Life Insurance
Massachusetts
$293K – – –
KIA
138
KCM Investment Advisors
California
$282K – – –
Millennium Management
139
Millennium Management
New York
$278K +$278K +9,000 New
Fidelity Investments
140
Fidelity Investments
Massachusetts
$276K -$12.3K -400 -4%
CNB
141
City National Bank
California
$275K +$26K +840 +10%
BCM
142
Beck Capital Management
Texas
$274K -$14.7K -475 -5%
FHC
143
First Heartland Consultants
Missouri
$268K +$31.2K +1,010 +13%
BIM
144
BlackRock Investment Management
Delaware
$254K -$359K -11,620 -59%
UFF
145
USA Financial Formulas
Michigan
$253K +$253K +8,210 New
PFS
146
Prospera Financial Services
Texas
$252K +$5.25K +170 +2%
NFG
147
Next Financial Group
Texas
$231K +$15.4K +500 +7%
TAM
148
Trillium Asset Management
Massachusetts
$227K -$15.4K -500 -6%
AA
149
Ancora Advisors
Ohio
$216K -$202K -7,000 Closed
PHAM
150
Palisades Hudson Asset Management
Florida
$216K +$464 +15 +0.2%
4 5
6
7 8