iShares US Healthcare ETF
168 hedge funds and large institutions have $1.95B invested in iShares US Healthcare ETF in 2014 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 68 increasing their positions, 43 reducing their positions, and 8 closing their positions.
250% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 8
226% more call options, than puts
Call options by funds: $923K | Put options by funds: $283K
67% more funds holding in top 10
Funds holding in top 10: 9 → 15 (+6)
58% more repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 43
57% more capital invested
Capital invested by funds: $1.24B → $1.95B (+$708M)
22.79% more ownership
Funds ownership: 296.38% → 319.17% (+23%)
14% more funds holding
Funds holding: 148 → 168 (+20)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$176M |
| 2 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$89.2M |
| 3 |
AssetMark Inc
Concord,
California
|
+$47.8M |
| 4 |
FSIM
F-Squared Investment Management
Wellesley,
Massachusetts
|
+$32M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$31.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$13M |
| 2 |
WA
WFG Advisors
Dallas,
Texas
|
-$5.59M |
| 3 |
SG Americas Securities
New York
|
-$4.56M |
| 4 |
HFS
HL Financial Services
Louisville,
Kentucky
|
-$3.21M |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$2.07M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
QCMC
176
Quantum Capital Management (California)
San Francisco,
California
| – | -$68K | -2,925 | Closed |
|
177
Invesco
Atlanta,
Georgia
| – | -$35K | -1,500 | Closed |
|
IYH Hedge Fund Activity: Q1 2014 in Review
168 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q1 2014, worth a combined $1.95B — up 57% from $1.24B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new IYH positions and 8 closed out — a net gain of 20 holders — while 68 added to existing stakes and 43 trimmed.
The largest buyer was Ameriprise, adding an estimated $176M. The largest seller was Royal Bank of Canada, cutting an estimated $13M.
- 168 institutional investors held iShares US Healthcare ETF (IYH) as of Q1 2014, up from 148 in Q4 2013.
- Funds reported $1.95B of iShares US Healthcare ETF stock for Q1 2014, up 57% quarter-over-quarter.
- 28 funds opened new iShares US Healthcare ETF positions in Q1 2014 and 8 closed out, a net change of +20 holders.
- The largest iShares US Healthcare ETF buyer in Q1 2014 was Ameriprise, an estimated $176M added.
- The largest iShares US Healthcare ETF seller in Q1 2014 was Royal Bank of Canada, an estimated $13M sold.
Based on aggregated 13F filings for Q1 2014.