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iShares US Healthcare ETF

129 hedge funds and large institutions have $1.01B invested in iShares US Healthcare ETF in 2013 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 44 increasing their positions, 37 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

383% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 6

300% more funds holding in top 10

Funds holding in top 10: 28 (+6)

147% more capital invested

Capital invested by funds: $411M → $1.01B (+$603M)

66.93% more ownership

Funds ownership: 206.14%273.08% (+67%)

21% more funds holding

Funds holding: 107129 (+22)

19% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 37

Holders
129
Holders Change
+22
Holders Change %
+20.56%
% of All Funds
4.18%
Holding in Top 10
8
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+300%
% of All Funds
0.26%
New
29
Increased
44
Reduced
37
Closed
6
Calls
$8.48M
Puts
Net Calls
+$8.48M
Net Calls Change
+$8.46M
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$157M +$155M +7,322,600 +52,063%
BTS
2
BB&T Securities
Virginia
$92.1M +$9.14M +430,905 New
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$66.8M +$50.4M +2,375,485 +317%
UCFA
4
United Capital Financial Advisors
Texas
$52.5M +$52M +2,453,020 New
NA
5
Navellier & Associates
Nevada
$43M +$42.7M +2,012,000 New
PI
6
Placemark Investments
Illinois
$41.6M +$39.2M +1,846,145 +1,817%
AssetMark Inc
7
AssetMark Inc
California
$41.4M +$41.1M +1,937,465 New
Bank of America
8
Bank of America
North Carolina
$40.8M +$1.34M +62,990 +3%
Morgan Stanley
9
Morgan Stanley
New York
$33.7M +$6.04M +284,970 +22%
BIM
10
BlackRock Investment Management
Delaware
$26M -$744K -35,080 -3%
TFA
11
Transamerica Financial Advisors
Florida
$25.9M +$25.7M +1,213,490 New
FSIM
12
F-Squared Investment Management
Massachusetts
$22.5M +$22.3M +1,052,320 New
Goldman Sachs
13
Goldman Sachs
New York
$21.7M -$15.2M -717,785 -41%
LPL Financial
14
LPL Financial
California
$20.2M -$28.4K -1,340 -0.1%
Wells Fargo
15
Wells Fargo
California
$19.8M +$2.92M +137,775 +17%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$19M +$12.9M +608,760 +219%
U
17
UBS
Switzerland
$18.4M +$1.59M +74,840 +10%
BCI
18
Brinker Capital Investments
Pennsylvania
$16M -$1.57M -73,955 -9%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$14.2M +$3.35M +158,005 +31%
AI
20
Atria Investments
North Carolina
$14M +$13.9M +653,575 New
AIA
21
Arrow Investment Advisors
Maryland
$13.1M -$472K -22,250 -3%
BFA
22
Beaumont Financial Advisors
Massachusetts
$12.9M +$815K +38,410 +7%
SAM
23
Shamrock Asset Management
Texas
$12.3M +$12.2M +576,045 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$11.5M +$1.99M +93,860 +21%
Citigroup
25
Citigroup
New York
$10.8M +$5.34M +251,640 +100%

IYH Hedge Fund Activity: Q3 2013 in Review

129 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q3 2013, worth a combined $1.01B — up 147% from $411M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IYH positions and 6 closed out — a net gain of 23 holders — while 44 added to existing stakes and 37 trimmed.

The largest buyer was Ameriprise, adding an estimated $155M. The largest seller was Goldman Sachs, cutting an estimated $15.2M.

  • 129 institutional investors held iShares US Healthcare ETF (IYH) as of Q3 2013, up from 107 in Q2 2013.
  • Funds reported $1.01B of iShares US Healthcare ETF stock for Q3 2013, up 147% quarter-over-quarter.
  • 29 funds opened new iShares US Healthcare ETF positions in Q3 2013 and 6 closed out, a net change of +23 holders.
  • The largest iShares US Healthcare ETF buyer in Q3 2013 was Ameriprise, an estimated $155M added.
  • The largest iShares US Healthcare ETF seller in Q3 2013 was Goldman Sachs, an estimated $15.2M sold.

Based on aggregated 13F filings for Q3 2013.