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iShares US Healthcare ETF
IYH

Overview Fund Activity

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
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

1
CM
1
Churchill Management
California
$90M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$154M
3
Morgan Stanley
3
Morgan Stanley
New York
$103M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$44.3M
5
AssetMark Inc
5
AssetMark Inc
California
$81.3M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$61M
2
Bank of America
2
Bank of America
North Carolina
$95.2M
3
Citigroup
3
Citigroup
New York
$7.86M
4
UBS Group
4
UBS Group
Switzerland
$34.3M
5
CP
5
Cinque Partners
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BMO
151
Beck Mack & Oliver
New York
$213K +$213K +6,895 New
SSB
152
Sandy Spring Bank
Maryland
$211K – – –
LWM
153
LBA Wealth Management
Florida
$208K -$27.1K -875 -12%
WRM
154
Westport Resources Management
Connecticut
$186K – – –
KCM
155
Karp Capital Management
California
$184K – – –
MWAN
156
Mariner Wealth Advisors (NYC)
Kansas
$183K +$183K +5,945 New
PCM
157
Parsons Capital Management
Rhode Island
$171K +$171K +5,550 New
KTC
158
Kistler-Tiffany Companies
Pennsylvania
$165K +$10.2K +330 +7%
SNT
159
Security National Trust
West Virginia
$154K – – –
US Bancorp
160
US Bancorp
Minnesota
$144K +$38.5K +1,250 +36%
SF
161
Synovus Financial
Georgia
$141K +$310 +10 +0.2%
MA
162
MUFG Americas
New York
$139K – – –
UFA
163
US Financial Advisors
Massachusetts
$135K +$61.6K +2,000 +84%
DSC
164
Duncker Streett & Co
Missouri
$115K +$154 +5 +0.1%
EWM
165
Edge Wealth Management
New York
$104K – – –
CFA
166
Camarda Financial Advisors
Florida
$104K +$62K +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 – – –
IWM
171
Integrated Wealth Management
California
$69K +$69K +2,250 New
PSC
172
Prentiss Smith & Co
Vermont
$62K +$62K +2,000 New
DADC
173
D.A. Davidson & Co
Montana
$54K – – –
GWM
174
Gupta Wealth Management
California
$53K +$53K +1,725 New
Northwestern Mutual Wealth Management
175
Northwestern Mutual Wealth Management
Wisconsin
$52K +$21K +675 +68%
5 6
7
8 9