iShares US Healthcare ETF
162 hedge funds and large institutions have $1.75B invested in iShares US Healthcare ETF in 2014 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 78 reducing their positions, and 18 closing their positions.
2% less capital invested
Capital invested by funds: $1.79B → $1.75B (-$32.9M)
4% less funds holding
Funds holding: 168 → 162 (-6)
6.71% less ownership
Funds ownership: 319.17% → 312.46% (-6.7%)
28% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 18
45% less repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 78
60% less funds holding in top 10
Funds holding in top 10: 15 → 6 (-9)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$134M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$20.9M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
+$19.4M |
| 4 |
HSBC Holdings
London,
United Kingdom
|
+$13.3M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$10.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$112M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$62.4M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$49.7M |
| 4 |
FSIM
F-Squared Investment Management
Wellesley,
Massachusetts
|
-$41.2M |
| 5 |
AssetMark Inc
Concord,
California
|
-$34.1M |
IYH Hedge Fund Activity: Q2 2014 in Review
162 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q2 2014, worth a combined $1.75B — down 1.8% from $1.79B a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of IYH and 13 opened new positions — a net loss of 5 holders — while 78 trimmed existing stakes and 43 added.
The largest buyer was Goldman Sachs, adding an estimated $134M. The largest seller was Ameriprise, cutting an estimated $112M.
- 162 institutional investors held iShares US Healthcare ETF (IYH) as of Q2 2014, down from 168 in Q1 2014.
- Funds reported $1.75B of iShares US Healthcare ETF stock for Q2 2014, down 1.8% quarter-over-quarter.
- 13 funds opened new iShares US Healthcare ETF positions in Q2 2014 and 18 closed out, a net change of -5 holders.
- The largest iShares US Healthcare ETF buyer in Q2 2014 was Goldman Sachs, an estimated $134M added.
- The largest iShares US Healthcare ETF seller in Q2 2014 was Ameriprise, an estimated $112M sold.
Based on aggregated 13F filings for Q2 2014.