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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 %
IC
176
Intersect Capital
California
$51K -$10.7K -350 -17%
OIA
177
Optimum Investment Advisors
Illinois
$49K – – –
MIM
178
Macroview Investment Management
Maryland
$46K – – –
WTC
179
WhitTier Trust Company
Nevada
$46K – – –
BAM
180
Barrett Asset Management
New York
$44K -$5.4K -175 -11%
BRWM
181
B. Riley Wealth Management
Tennessee
$44K +$44K +1,455 New
FANJ
182
Financial Architects (New Jersey)
New Jersey
$42K -$39K – –
TRCT
183
Tower Research Capital (TRC)
New York
$40K -$2.02M -65,195 -98%
ONB
184
Old National Bancorp
Indiana
$40K +$40K +1,290 New
NCM
185
Nelson Capital Management
California
$36K – – –
HI
186
Hudock Inc
Pennsylvania
$33K +$33K +1,055 New
Fifth Third Bancorp
187
Fifth Third Bancorp
Ohio
$29K – – –
PMFA
188
Plante Moran Financial Advisors
Michigan
$27K – – –
BOK
189
Bank of Kentucky
Kentucky
$27K – – –
CCS
190
Crosspoint Capital Strategies
California
$25K +$25K +800 New
Manulife (Manufacturers Life Insurance)
191
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$17.8K +$17.8K +577,645 New
BKA
192
Brick & Kyle Associates
Pennsylvania
$15K – – –
TDC
193
Thompson Davis & Co
Virginia
$15K – – –
CFA
194
Carroll Financial Associates
North Carolina
$15K +$15K +475 New
DBT
195
Dubuque Bank & Trust
Iowa
$13K +$13K +410 New
WA
196
WFG Advisors
Texas
$10K -$40.3K -1,270 -80%
FHA
197
First Horizon Advisors
Tennessee
$10K +$10K +340 New
VIA
198
Vantage Investment Advisors
Pennsylvania
$8K – – –
MAA
199
Managed Account Advisors
New Jersey
$8K +$8K +245 New
GWA
200
Genesis Wealth Advisors
Massachusetts
$5.34K – – –
5 6 7
8
9