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iShares US Healthcare ETF
IYH

Overview Fund Activity

187 hedge funds and large institutions have $830M invested in iShares US Healthcare ETF in 2015 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 49 increasing their positions, 68 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
-1
Holders Change %
-0.53%
% of All Funds
4.91%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
32
Increased
49
Reduced
68
Closed
32
Calls
$1.07M
Puts
$4.83M
Net Calls
-$3.77M
Net Calls Change
+$10.3M

Top Buyers

1
TAF
1
Tredje AP-fonden
Sweden
$126M
2
LPL Financial
2
LPL Financial
California
$56M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$14.3M
4
MFS
4
MSI Financial Services
Massachusetts
$9.99M
5
FIM
5
Freedom Investment Management
Connecticut
$3.64M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$65M
2
AssetMark Inc
2
AssetMark Inc
California
$74.2M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.44M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$8.41M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$10.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
126
Koshinski Asset Management
Illinois
$218K +$218K +7,275 New
UFA
127
US Financial Advisors
Massachusetts
$217K +$108K +3,595 +99%
GS
128
Girard Securities
California
$217K +$217K +7,220 New
NPF
129
Norris Perne & French
Michigan
$214K -$244K -8,125 -53%
PHAM
130
Palisades Hudson Asset Management
Florida
$212K +$212K +7,050 New
FFA
131
First Foundation Advisors
California
$206K +$206K +6,865 New
BAS
132
Brown Advisory Securities
Maryland
$203K +$203K +6,760 New
TAM
133
Trillium Asset Management
Massachusetts
$201K +$201K +6,700 New
AA
134
Apriem Advisors
California
$187K – – –
SSB
135
Sandy Spring Bank
Maryland
$182K – – –
US Bancorp
136
US Bancorp
Minnesota
$178K – – –
NFG
137
Next Financial Group
Texas
$167K -$501K -16,770 -75%
LWM
138
LBA Wealth Management
Florida
$158K – – –
S
139
SignatureFD
Georgia
$156K -$120K -3,995 -43%
KTC
140
Kistler-Tiffany Companies
Pennsylvania
$150K – – –
SNT
141
Security National Trust
West Virginia
$150K – – –
DSC
142
Duncker Streett & Co
Missouri
$112K +$150 +5 +0.1%
OTC
143
Opera Trading Capital
France
$112K +$112K +3,750 New
EWM
144
Edge Wealth Management
New York
$101K – – –
TRCT
145
Tower Research Capital (TRC)
New York
$94K -$5.19M -172,965 -98%
CFS
146
Commonwealth Financial Services
West Virginia
$86K -$21.8K -725 -20%
CWM
147
Cranbrook Wealth Management
Michigan
$84K – – –
WEC
148
Winslow Evans & Crocker
Massachusetts
$75.5K – – –
FCCM
149
First City Capital Management
Georgia
$75K – – –
EDRH
150
Edmond de Rothschild Holding
Switzerland
$75K – – –
4 5
6
7 8