iShares US Healthcare ETF
191 hedge funds and large institutions have $1.22B invested in iShares US Healthcare ETF in 2014 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 43 increasing their positions, 66 reducing their positions, and 17 closing their positions.
147% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 17
18.83% more ownership
Funds ownership: 305.14% → 323.97% (+19%)
14% more funds holding
Funds holding: 168 → 191 (+23)
11% more funds holding in top 10
Funds holding in top 10: 9 → 10 (+1)
26% less capital invested
Capital invested by funds: $1.65B → $1.22B (-$425M)
34% less call options, than puts
Call options by funds: $1.68M | Put options by funds: $2.54M
35% less repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 66
Top Buyers
| 1 |
Goldman Sachs
New York
|
+$176M |
| 2 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$83M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$60.9M |
| 4 |
Citigroup
New York
|
+$7.04M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.09M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FA
201
FDx Advisors
Chicago,
Illinois
| – | -$546K | -20,305 | Closed |
|
202
Citadel Advisors
Miami,
Florida
| – | -$523K | -19,465 | Closed |
|
|
CWA
203
Constellation Wealth Advisors
New York
| – | -$238K | -8,840 | Closed |
|
|
PTC
204
Private Trust Company
Cleveland,
Ohio
| – | -$78K | -2,900 | Closed |
|
|
MHS
205
M Holdings Securities
Portland,
Oregon
| – | -$67K | -2,500 | Closed |
|
|
CG
206
Colony Group
Boston,
Massachusetts
| – | -$27K | -990 | Closed |
|
|
M
207
MOTCO
San Antonio,
Texas
| – | -$20K | -730 | Closed |
|
|
IFWM
208
Institute for Wealth Management
Denver,
Colorado
| – | -$8K | -295 | Closed |
|
209
Parallax Volatility Advisers
San Francisco,
California
| – | +$141 | +5 | New |
|
IYH Hedge Fund Activity: Q4 2014 in Review
191 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q4 2014, worth a combined $1.22B — down 26% from $1.65B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new IYH positions and 17 closed out — a net gain of 25 holders — while 43 added to existing stakes and 66 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $176M. The largest seller was Ameriprise, cutting an estimated $393M.
- 191 institutional investors held iShares US Healthcare ETF (IYH) as of Q4 2014, up from 168 in Q3 2014.
- Funds reported $1.22B of iShares US Healthcare ETF stock for Q4 2014, down 26% quarter-over-quarter.
- 42 funds opened new iShares US Healthcare ETF positions in Q4 2014 and 17 closed out, a net change of +25 holders.
- The largest iShares US Healthcare ETF buyer in Q4 2014 was Goldman Sachs, an estimated $176M added.
- The largest iShares US Healthcare ETF seller in Q4 2014 was Ameriprise, an estimated $393M sold.
Based on aggregated 13F filings for Q4 2014.