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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.
New
Increased
Maintained
Reduced
Closed
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
Holders
191
Holders Change
+23
Holders Change %
+13.69%
% of All Funds
5.09%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.27%
New
42
Increased
43
Reduced
66
Closed
17
Calls
$1.68M
Puts
$2.54M
Net Calls
-$864K
Net Calls Change
-$2.03M
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 |
|