iShares US Healthcare ETF
148 hedge funds and large institutions have $1.24B invested in iShares US Healthcare ETF in 2013 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 58 increasing their positions, 35 reducing their positions, and 14 closing their positions.
143% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 14
66% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 35
23.3% more ownership
Funds ownership: 273.08% → 296.38% (+23%)
22% more capital invested
Capital invested by funds: $1.01B → $1.24B (+$223M)
15% more funds holding
Funds holding: 129 → 148 (+19)
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FSIM
F-Squared Investment Management
Wellesley,
Massachusetts
|
+$43.9M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$39.9M |
| 3 |
AssetMark Inc
Concord,
California
|
+$14.6M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$13.2M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$11.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
Navellier & Associates
Reno,
Nevada
|
-$43.5M |
| 2 |
Citigroup
New York
|
-$11.3M |
| 3 |
DS
DRW Securities
Chicago,
Illinois
|
-$6.57M |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$6.23M |
| 5 |
Morgan Stanley
New York
|
-$5.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TRCT
151
Tower Research Capital (TRC)
New York
| – | -$4.49M | -209,940 | Closed |
|
|
WCM
152
Weatherstone Capital Management
Denver,
Colorado
| – | -$2.05M | -95,465 | Closed |
|
153
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.93M | -90,000 | Closed |
|
154
Jane Street
New York
| – | -$1.8M | -84,000 | Closed |
|
|
VKH
155
Virtu KCG Holdings
New York
| – | -$978K | -45,715 | Closed |
|
|
FHC
156
First Heartland Consultants
Lake St. Louis,
Missouri
| – | -$979K | -45,175 | Closed |
|
|
TH
157
Timber Hill
Greenwich,
Connecticut
| – | -$866K | -40,505 | Closed |
|
|
FIG
158
FundX Investment Group
San Francisco,
California
| – | -$748K | -35,000 | Closed |
|
|
KFS
159
KMS Financial Services
Seattle,
Washington
| – | -$238K | -11,105 | Closed |
|
160
Bank of New York Mellon
New York
| – | -$225K | -10,530 | Closed |
|
|
MP
161
Manifold Partners
San Francisco,
California
| – | -$149K | -6,970 | Closed |
|
|
SSB
162
Sandy Spring Bank
Olney,
Maryland
| – | -$140K | -6,555 | Closed |
|
|
SMA
163
Simply Money Advisors
Cincinnati,
Ohio
| – | -$16K | -730 | Closed |
|
IYH Hedge Fund Activity: Q4 2013 in Review
148 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q4 2013, worth a combined $1.24B — up 22% from $1.01B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new IYH positions and 14 closed out — a net gain of 20 holders — while 58 added to existing stakes and 35 trimmed.
The largest buyer was F-Squared Investment Management, adding an estimated $43.9M. The largest seller was Navellier & Associates, cutting an estimated $43.5M.
- 148 institutional investors held iShares US Healthcare ETF (IYH) as of Q4 2013, up from 129 in Q3 2013.
- Funds reported $1.24B of iShares US Healthcare ETF stock for Q4 2013, up 22% quarter-over-quarter.
- 34 funds opened new iShares US Healthcare ETF positions in Q4 2013 and 14 closed out, a net change of +20 holders.
- The largest iShares US Healthcare ETF buyer in Q4 2013 was F-Squared Investment Management, an estimated $43.9M added.
- The largest iShares US Healthcare ETF seller in Q4 2013 was Navellier & Associates, an estimated $43.5M sold.
Based on aggregated 13F filings for Q4 2013.