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iShares US Healthcare ETF
IYH

Overview Fund Activity

196 hedge funds and large institutions have $1.3B invested in iShares US Healthcare ETF in 2015 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 74 increasing their positions, 56 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
-11
Holders Change %
-5.31%
% of All Funds
5.29%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.22%
New
21
Increased
74
Reduced
56
Closed
27
Calls
$1.89M
Puts
$762K
Net Calls
+$1.13M
Net Calls Change
+$2.54M

Top Buyers

1
TFA
Transamerica Financial Advisors
Florida
$74.2M
2
Morgan Stanley
Morgan Stanley
New York
$154M
3
FSIM
F-Squared Investment Management
Massachusetts
$47.3M
4
AssetMark Inc
AssetMark Inc
California
$98.3M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$17.4M

Top Sellers

1
BFA
Beaumont Financial Advisors
Massachusetts
$3.17M
2
SWA
SFMG Wealth Advisors
Texas
$15.9M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$0
4
AIA
Arrow Investment Advisors
Maryland
$0
5
SG Americas Securities
SG Americas Securities
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RW
126
Rand Wealth
Maryland
$354K – – –
BTNA
127
Bremer Trust National Association
Minnesota
$336K +$336K +10,600 New
BCM
128
Beck Capital Management
Texas
$333K +$51.3K +1,615 +18%
AA
129
AlphaMark Advisors
Kentucky
$325K – – –
Fidelity Investments
130
Fidelity Investments
Massachusetts
$318K +$33.7K +1,060 +12%
M&T Bank
131
M&T Bank
New York
$316K -$25.1K -790 -7%
AA
132
Apriem Advisors
California
$313K -$24.9K -785 -7%
AAS
133
Annex Advisory Services
Wisconsin
$302K -$13.3K -420 -4%
CFA
134
Camarda Financial Advisors
Florida
$270K +$163K +5,140 +153%
Millennium Management
135
Millennium Management
New York
$265K -$21.1K -665 -7%
BIM
136
BlackRock Investment Management
Delaware
$261K – – –
MML Investors Services
137
MML Investors Services
Massachusetts
$251K +$251K +7,905 New
MCM
138
Maryland Capital Management
Maryland
$244K -$78.1K -2,460 -24%
PHAM
139
Palisades Hudson Asset Management
Florida
$222K +$476 +15 +0.2%
AA
140
Ancora Advisors
Ohio
$222K +$222K +7,000 New
TAM
141
Trillium Asset Management
Massachusetts
$221K -$12.7K -400 -5%
UR
142
USCA RIA
Texas
$214K +$214K +6,755 New
LWM
143
LBA Wealth Management
Florida
$213K – – –
US Bancorp
144
US Bancorp
Minnesota
$207K +$58.3K +1,835 +39%
VFA
145
Voya Financial Advisors
Connecticut
$203K +$203K +6,420 New
Mariner
146
Mariner
Kansas
$200K +$200K +6,285 New
SSB
147
Sandy Spring Bank
Maryland
$192K -$24.1K -760 -11%
WRM
148
Westport Resources Management
Connecticut
$191K – – –
KCM
149
Karp Capital Management
California
$189K – – –
KTC
150
Kistler-Tiffany Companies
Pennsylvania
$159K -$10.5K -330 -6%
4 5
6
7 8