iShares US Healthcare ETF
169 hedge funds and large institutions have $1.57B invested in iShares US Healthcare ETF in 2014 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 59 increasing their positions, 61 reducing their positions, and 8 closing their positions.
88% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 8
50% more funds holding in top 10
Funds holding in top 10: 6 → 9 (+3)
4% more funds holding
Funds holding: 162 → 169 (+7)
3% less repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 61
7.23% less ownership
Funds ownership: 312.46% → 305.23% (-7.2%)
11% less capital invested
Capital invested by funds: $1.75B → $1.57B (-$189M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$58.5M |
| 2 |
Citigroup
New York
|
+$26.3M |
| 3 |
SWA
SFMG Wealth Advisors
Plano,
Texas
|
+$13.8M |
| 4 |
HSBC Holdings
London,
United Kingdom
|
+$11M |
| 5 |
LPL Financial
San Diego,
California
|
+$9.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIM
BlackRock Investment Management
Wilmington,
Delaware
|
-$48M |
| 2 |
Goldman Sachs
New York
|
-$47.8M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$18.5M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$17.6M |
| 5 |
SAM
Shamrock Asset Management
Dallas,
Texas
|
-$16.6M |
IYH Hedge Fund Activity: Q3 2014 in Review
169 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q3 2014, worth a combined $1.57B — down 11% from $1.75B a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new IYH positions and 8 closed out — a net gain of 7 holders — while 59 added to existing stakes and 61 trimmed.
The largest buyer was Ameriprise, adding an estimated $58.5M. The largest seller was BlackRock Investment Management, cutting an estimated $48M.
- 169 institutional investors held iShares US Healthcare ETF (IYH) as of Q3 2014, up from 162 in Q2 2014.
- Funds reported $1.57B of iShares US Healthcare ETF stock for Q3 2014, down 11% quarter-over-quarter.
- 15 funds opened new iShares US Healthcare ETF positions in Q3 2014 and 8 closed out, a net change of +7 holders.
- The largest iShares US Healthcare ETF buyer in Q3 2014 was Ameriprise, an estimated $58.5M added.
- The largest iShares US Healthcare ETF seller in Q3 2014 was BlackRock Investment Management, an estimated $48M sold.
Based on aggregated 13F filings for Q3 2014.