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iShares US Healthcare ETF
IYH

207 hedge funds and large institutions have $1.37B invested in iShares US Healthcare ETF in 2015 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 70 increasing their positions, 57 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 15

23% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 57

12% more capital invested

Capital invested by funds: $1.22B → $1.37B (+$150M)

8% more funds holding

Funds holding: 191 → 207 (+16)

0% more funds holding in top 10

Funds holding in top 10: 10 → 10 (0)

39.46% less ownership

Funds ownership: 323.97% → 284.51% (-39%)

49% less call options, than puts

Call options by funds: $1.47M | Put options by funds: $2.88M

Holders
207
Holders Change
+16
Holders Change %
+8.38%
% of All Funds
5.52%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.27%
New
36
Increased
70
Reduced
57
Closed
15
Calls
$1.47M
Puts
$2.88M
Net Calls
-$1.41M
Net Calls Change
-$545K

Top Buyers

Rank Fund Capital Flow
1
CM
Churchill Management
California
+$88.1M
2
BFA
Beaumont Financial Advisors
Massachusetts
+$61.9M
3
Morgan Stanley
Morgan Stanley
New York
+$47.4M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$39.9M
5
AssetMark Inc
AssetMark Inc
California
+$37.9M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$279M
2
Bank of America
Bank of America
North Carolina
-$38.4M
3
Citigroup
Citigroup
New York
-$30.1M
4
UBS Group
UBS Group
Switzerland
-$3.51M
5
CP
Cinque Partners
California
-$3.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
BMO
151
Beck Mack & Oliver
New York
$213K +$208K +6,895 New
SSB
152
Sandy Spring Bank
Maryland
$211K – – –
LWM
153
LBA Wealth Management
Florida
$208K -$26.4K -875 -12%
WRM
154
Westport Resources Management
Connecticut
$186K – – –
KCM
155
Karp Capital Management
California
$184K – – –
MWAN
156
Mariner Wealth Advisors (NYC)
Kansas
$183K +$180K +5,945 New
PCM
157
Parsons Capital Management
Rhode Island
$171K +$168K +5,550 New
KTC
158
Kistler-Tiffany Companies
Pennsylvania
$165K +$9.96K +330 +7%
SNT
159
Security National Trust
West Virginia
$154K – – –
US Bancorp
160
US Bancorp
Minnesota
$144K +$37.7K +1,250 +36%
SF
161
Synovus Financial
Georgia
$141K +$302 +10 +0.2%
MA
162
MUFG Americas
New York
$139K – – –
UFA
163
US Financial Advisors
Massachusetts
$135K +$60.4K +2,000 +84%
DSC
164
Duncker Streett & Co
Missouri
$115K +$151 +5 +0.1%
EWM
165
Edge Wealth Management
New York
$104K – – –
CFA
166
Camarda Financial Advisors
Florida
$104K +$60.7K +2,010 +148%
CWM
167
Cranbrook Wealth Management
Michigan
$102K – – –
WEC
168
Winslow Evans & Crocker
Massachusetts
$87.5K – – –
FCCM
169
First City Capital Management
Georgia
$77.2K – – –
BPBT
170
Boston Private Bank & Trust
Massachusetts
$69K – – –
IWMPD
171
Integrated Wealth Management (Palm Desert)
California
$69K +$67.9K +2,250 New
PSC
172
Prentiss Smith & Co
Vermont
$62K +$60.4K +2,000 New
DADC
173
D.A. Davidson & Co
Montana
$54K – – –
GWM
174
Gupta Wealth Management
California
$53K +$52.1K +1,725 New
Northwestern Mutual Wealth Management
175
Northwestern Mutual Wealth Management
Wisconsin
$52K +$20.4K +675 +68%
5 6
7
8 9

IYH Hedge Fund Activity: Q1 2015 in Review

207 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q1 2015, worth a combined $1.37B — up 12% from $1.22B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new IYH positions and 15 closed out — a net gain of 21 holders — while 70 added to existing stakes and 57 trimmed.

The largest buyer was Churchill Management, opening a new position worth an estimated $88.1M. The largest seller was Goldman Sachs, cutting an estimated $279M.

  • 207 institutional investors held iShares US Healthcare ETF (IYH) as of Q1 2015, up from 191 in Q4 2014.
  • Funds reported $1.37B of iShares US Healthcare ETF stock for Q1 2015, up 12% quarter-over-quarter.
  • 36 funds opened new iShares US Healthcare ETF positions in Q1 2015 and 15 closed out, a net change of +21 holders.
  • The largest iShares US Healthcare ETF buyer in Q1 2015 was Churchill Management, an estimated $88.1M added.
  • The largest iShares US Healthcare ETF seller in Q1 2015 was Goldman Sachs, an estimated $279M sold.

Based on aggregated 13F filings for Q1 2015.