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iShares US Healthcare ETF
IYH

Overview Fund Activity

162 hedge funds and large institutions have $1.83B invested in iShares US Healthcare ETF in 2014 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 78 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
-6
Holders Change %
-3.57%
% of All Funds
4.66%
Holding in Top 10
6
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-60%
% of All Funds
0.17%
New
13
Increased
43
Reduced
78
Closed
18
Calls
$1.12M
Puts
–
Net Calls
+$1.12M
Net Calls Change
+$475K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$174M
2
Bank of America
2
Bank of America
North Carolina
$73.3M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$20.2M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$14.8M
5
CS
5
Credit Suisse
Switzerland
$11.3M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$470M
2
BTS
2
BB&T Securities
Virginia
$85.1M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$60.2M
4
UCFA
4
United Capital Financial Advisors
Texas
$37.5M
5
FSIM
5
F-Squared Investment Management
Massachusetts
$68M
Name Holding Trade Value Shares
Change 		Shares
Change %
FBT
151
Founders Bank & Trust
Michigan
$33K – – –
BOK
152
Bank of Kentucky
Kentucky
$32K -$6.4K -250 -17%
NCM
153
Nelson Capital Management
California
$30K +$30K +1,175 New
CG
154
Colony Group
Massachusetts
$29K -$890 -35 -3%
Fifth Third Bancorp
155
Fifth Third Bancorp
Ohio
$24K – – –
S
156
SignatureFD
Georgia
$19K – – –
VCM
157
Vigilant Capital Management
Maine
$19K – – –
PAS
158
Partnervest Advisory Services
California
$13K – – –
IFWM
159
Institute for Wealth Management
Colorado
$8K -$2.43M -89,635 -100%
VIA
160
Vantage Investment Advisors
Pennsylvania
$6K – – –
HFM
161
Hartford Financial Management
Connecticut
$6K – – –
BRWM
162
B. Riley Wealth Management
Tennessee
$2K – – –
SWA
163
SFMG Wealth Advisors
Texas
– -$11.9M -484,210 Closed
NCM
164
Niemann Capital Management
Nevada
– -$11.4M -462,540 Closed
BCM
165
Barometer Capital Management
Ontario, Canada
– -$1.32M -53,500 Closed
GH
166
GAM Holding
Switzerland
– -$861K -35,000 Closed
PFG
167
Pacific Financial Group
Washington
– -$782K -31,765 Closed
CIBC World Market
168
CIBC World Market
Ontario, Canada
– -$657K -26,715 Closed
IFS
169
Ifrah Financial Services
Arkansas
– -$429K -17,440 Closed
PSW
170
Portfolio Strategies (Washington)
Washington
– -$365K -14,840 Closed
VAM
171
Visionary Asset Management
Texas
– -$304K -12,340 Closed
Millennium Management
172
Millennium Management
New York
– -$294K -11,955 Closed
RW
173
Rand Wealth
Maryland
– -$275K -11,165 Closed
PHAM
174
Palisades Hudson Asset Management
Florida
– -$220K -8,925 Closed
FIM
175
Fernwood Investment Management
Massachusetts
– -$217K -8,820 Closed
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