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iShares US Healthcare ETF
IYH

Overview Fund Activity

168 hedge funds and large institutions have $1.95B invested in iShares US Healthcare ETF in 2014 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 68 increasing their positions, 43 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+20
Holders Change %
+13.51%
% of All Funds
4.86%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.43%
New
28
Increased
68
Reduced
43
Closed
8
Calls
$923K
Puts
$283K
Net Calls
+$640K
Net Calls Change
+$640K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$402M
2
BA
BlackRock Advisors
Delaware
$90.2M
3
BTS
BB&T Securities
Virginia
$176M
4
AssetMark Inc
AssetMark Inc
California
$112M
5
FSIM
F-Squared Investment Management
Massachusetts
$106M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$13M
2
WA
WFG Advisors
Texas
$73K
3
SG Americas Securities
SG Americas Securities
New York
$3.2M
4
HFS
HL Financial Services
Kentucky
$0
5
BCI
Brinker Capital Investments
Pennsylvania
$9.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$402M +$178M +7,226,055 +79%
BTS
2
BB&T Securities
Virginia
$176M +$64.7M +263,130 +58%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$120M +$32M +1,300,645 +36%
AssetMark Inc
4
AssetMark Inc
California
$112M +$48.4M +1,965,925 +76%
FSIM
5
F-Squared Investment Management
Massachusetts
$106M +$32.4M +1,315,705 +44%
BA
6
BlackRock Advisors
Delaware
$90.2M +$90.2M +3,667,235 New
UCFA
7
United Capital Financial Advisors
Texas
$85.4M +$24.8M +1,008,335 +41%
TFA
8
Transamerica Financial Advisors
Florida
$65.2M +$27.1M +1,103,265 +71%
BIM
9
BlackRock Investment Management
Delaware
$61.3M +$30.1M +1,222,145 +96%
PI
10
Placemark Investments
Illinois
$53.6M -$136K -5,530 -0.3%
Bank of America
11
Bank of America
North Carolina
$49.6M +$3.56M +144,840 +8%
Morgan Stanley
12
Morgan Stanley
New York
$40.4M +$7.63M +310,190 +23%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$39.4M +$14.5M +589,905 +58%
Wells Fargo
14
Wells Fargo
California
$35.9M +$10.8M +437,605 +43%
LPL Financial
15
LPL Financial
California
$35M +$8.19M +332,695 +31%
Goldman Sachs
16
Goldman Sachs
New York
$32.7M +$2.61M +105,965 +9%
BFA
17
Beaumont Financial Advisors
Massachusetts
$29M +$12.8M +518,780 +79%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$27.4M +$5.07M +205,985 +23%
U
19
UBS
Switzerland
$25M +$1.63M +66,300 +7%
SAM
20
Shamrock Asset Management
Texas
$23.5M +$8.18M +332,565 +53%
PFS
21
Prospera Financial Services
Texas
$21.2M +$8.6M +349,440 +68%
Deutsche Bank
22
Deutsche Bank
Germany
$20.7M +$6.08M +247,075 +42%
AI
23
Atria Investments
North Carolina
$17.6M +$6.82M +277,240 +63%
HP
24
HT Partners
Connecticut
$16M +$5.29M +215,175 +49%
DWA
25
Dorsey Wright & Associates
California
$14M -$308K -12,500 -2%
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