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iShares US Healthcare ETF
IYH

191 hedge funds and large institutions have $1.22B invested in iShares US Healthcare ETF in 2014 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 43 increasing their positions, 66 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 17

18.83% more ownership

Funds ownership: 305.14% → 323.97% (+19%)

14% more funds holding

Funds holding: 168 → 191 (+23)

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

26% less capital invested

Capital invested by funds: $1.65B → $1.22B (-$425M)

34% less call options, than puts

Call options by funds: $1.68M | Put options by funds: $2.54M

35% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 66

Holders
191
Holders Change
+23
Holders Change %
+13.69%
% of All Funds
5.09%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.27%
New
42
Increased
43
Reduced
66
Closed
17
Calls
$1.68M
Puts
$2.54M
Net Calls
-$864K
Net Calls Change
-$2.03M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$176M
2
BFA
Beaumont Financial Advisors
Massachusetts
+$83M
3
Bank of America
Bank of America
North Carolina
+$60.9M
4
Citigroup
Citigroup
New York
+$7.04M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.09M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$393M
2
FSIM
F-Squared Investment Management
Massachusetts
-$79.3M
3
BA
BlackRock Advisors
Delaware
-$69.9M
4
TFA
Transamerica Financial Advisors
Florida
-$62.1M
5
AssetMark Inc
AssetMark Inc
California
-$51.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
151
Karp Capital Management
California
$172K +$168K +5,955 New
KTC
152
Kistler-Tiffany Companies
Pennsylvania
$144K – – –
SNT
153
Security National Trust
West Virginia
$144K – – –
WA
154
Waverly Advisors
Alabama
$144K +$141K +5,000 New
SF
155
Synovus Financial
Georgia
$130K -$10.3K -365 -7%
MA
156
MUFG Americas
New York
$130K – – –
ASN
157
Advisory Services Network
Georgia
$109K -$575K -20,425 -85%
DSC
158
Duncker Streett & Co
Missouri
$107K – – –
US Bancorp
159
US Bancorp
Minnesota
$99K – – –
EWM
160
Edge Wealth Management
New York
$97K – – –
CWM
161
Cranbrook Wealth Management
Michigan
$95K – – –
WEC
162
Winslow Evans & Crocker
Massachusetts
$81.7K -$1.06M -37,780 -93%
FCCM
163
First City Capital Management
Georgia
$72.1K – – –
UFA
164
US Financial Advisors
Massachusetts
$69K +$67.2K +2,385 New
BPBT
165
Boston Private Bank & Trust
Massachusetts
$64K – – –
IC
166
Intersect Capital
California
$58K +$56.9K +2,020 New
TFA
167
Transamerica Financial Advisors
Florida
$53K -$62.1M -2,204,415 -100%
DADC
168
D.A. Davidson & Co
Montana
$51K -$2.54M -90,140 -98%
WA
169
WFG Advisors
Texas
$46K -$28.4K -1,010 -39%
BAM
170
Barrett Asset Management
New York
$46K – – –
OIA
171
Optimum Investment Advisors
Illinois
$46K – – –
MIM
172
Macroview Investment Management
Maryland
$43K – – –
WTC
173
WhitTier Trust Company
Nevada
$43K – – –
FANJ
174
Financial Architects (New Jersey)
New Jersey
$39K – – –
CFA
175
Camarda Financial Advisors
Florida
$39K +$16.5K +585 +75%
5 6
7
8 9

IYH Hedge Fund Activity: Q4 2014 in Review

191 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q4 2014, worth a combined $1.22B — down 26% from $1.65B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new IYH positions and 17 closed out — a net gain of 25 holders — while 43 added to existing stakes and 66 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $176M. The largest seller was Ameriprise, cutting an estimated $393M.

  • 191 institutional investors held iShares US Healthcare ETF (IYH) as of Q4 2014, up from 168 in Q3 2014.
  • Funds reported $1.22B of iShares US Healthcare ETF stock for Q4 2014, down 26% quarter-over-quarter.
  • 42 funds opened new iShares US Healthcare ETF positions in Q4 2014 and 17 closed out, a net change of +25 holders.
  • The largest iShares US Healthcare ETF buyer in Q4 2014 was Goldman Sachs, an estimated $176M added.
  • The largest iShares US Healthcare ETF seller in Q4 2014 was Ameriprise, an estimated $393M sold.

Based on aggregated 13F filings for Q4 2014.