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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 %
Axa
201
Axa
France
$5K -$1.56K -50 -24%
BCMIO
202
Beacon Capital Management Inc (Ohio)
Ohio
$5K +$5K +160 New
IF
203
Ironwood Financial
Arizona
$4K – – –
RFA
204
Reilly Financial Advisors
California
$3K – – –
W
205
Wealthfront
California
$3K +$3K +105 New
EAMA
206
EFG Asset Management (Americas)
Florida
$2K -$200K -6,985 -99%
CWM
207
Catamount Wealth Management
Connecticut
$1K +$1K +40 New
Bessemer Group
208
Bessemer Group
New Jersey
$1K +$1K +45 New
CP
209
Cinque Partners
California
– -$3.37M -116,725 Closed
Deutsche Bank
210
Deutsche Bank
Germany
– -$2.6M -90,260 Closed
Mariner
211
Mariner
Kansas
– -$1.14M -39,475 Closed
BRWA
212
B. Riley Wealth Advisors
Florida
– -$546 -18,940 Closed
PFG
213
Pacific Financial Group
Washington
– -$502K -17,430 Closed
FI
214
FormulaFolio Investments
Michigan
– -$378K -13,120 Closed
VKH
215
Virtu KCG Holdings
New York
– -$289K -10,030 Closed
NA
216
Navellier & Associates
Nevada
– -$242K -8,390 Closed
MAS
217
Madden Advisory Services
Florida
– -$236K -8,200 Closed
V
218
Veritable
Delaware
– -$205K -7,115 Closed
WA
219
Waverly Advisors
Alabama
– -$144K -5,000 Closed
VCM
220
Vigilant Capital Management
Maine
– -$22K -750 Closed
PG
221
Patten Group
Tennessee
– -$11K -375 Closed
HFM
222
Hartford Financial Management
Connecticut
– -$7K -245 Closed
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