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iShares US Healthcare ETF
IYH

Overview Fund Activity

187 hedge funds and large institutions have $830M invested in iShares US Healthcare ETF in 2015 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 49 increasing their positions, 68 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
-1
Holders Change %
-0.53%
% of All Funds
4.91%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
32
Increased
49
Reduced
68
Closed
32
Calls
$1.07M
Puts
$4.83M
Net Calls
-$3.77M
Net Calls Change
+$10.3M

Top Buyers

1
TAF
1
Tredje AP-fonden
Sweden
$126M
2
LPL Financial
2
LPL Financial
California
$56M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$14.3M
4
MFS
4
MSI Financial Services
Massachusetts
$9.99M
5
FIM
5
Freedom Investment Management
Connecticut
$3.64M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$65M
2
AssetMark Inc
2
AssetMark Inc
California
$74.2M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.44M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$8.41M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$10.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
151
Carroll Financial Associates
North Carolina
$71K – – –
Fifth Third Bancorp
152
Fifth Third Bancorp
Ohio
$68K -$20.3K -675 -23%
AIM
153
Advantage Investment Management
Iowa
$62K -$546K -18,190 -90%
Thrivent Financial for Lutherans
154
Thrivent Financial for Lutherans
Minnesota
$62K – – –
IWM
155
Integrated Wealth Management
California
$62K +$3.93K +130 +7%
PSC
156
Prentiss Smith & Co
Vermont
$60K +$60K +2,005 New
DADC
157
D.A. Davidson & Co
Montana
$46K -$7.19K -240 -14%
WTC
158
WhitTier Trust Company
Nevada
$45K – – –
AFP
159
Ausdal Financial Partners
Iowa
$44K +$44K +1,465 New
BAM
160
Barrett Asset Management
New York
$43K – – –
NCM
161
Nelson Capital Management
California
$35K – – –
Northwestern Mutual Wealth Management
162
Northwestern Mutual Wealth Management
Wisconsin
$30K – – –
SF
163
Synovus Financial
Georgia
$30K +$7.02K +240 +31%
TWA
164
TCI Wealth Advisors
Arizona
$28K -$26K – –
PMFA
165
Plante Moran Financial Advisors
Michigan
$26K – – –
WP
166
WealthPLAN Partners
Nebraska
$23.3K +$23.3K +1,825 New
WRM
167
Westport Resources Management
Connecticut
$23K -$162K -5,275 -88%
ACM
168
Argentus Capital Management
Texas
$22K +$9.1K +300 +71%
TFA
169
Transamerica Financial Advisors
Florida
$16K -$792 -25 -5%
Axa
170
Axa
France
$15K -$2.48K -85 -14%
BKA
171
Brick & Kyle Associates
Pennsylvania
$15K – – –
TDC
172
Thompson Davis & Co
Virginia
$15K – – –
AWM
173
Avior Wealth Management
Nebraska
$15K +$149 +5 +1%
HFA
174
High Falls Advisors
New York
$15K +$15K +500 New
ADL
175
Asset Dedication LLC
California
$12K +$12K +395 New
5 6
7
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