iShares US Healthcare ETF
215 hedge funds and large institutions have $827M invested in iShares US Healthcare ETF in 2017 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 43 increasing their positions, 78 reducing their positions, and 12 closing their positions.
133% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 12
6% more funds holding
Funds holding: 202 → 215 (+13)
4% more capital invested
Capital invested by funds: $791M → $827M (+$35.4M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2.6% less ownership
Funds ownership: 214.8% → 212.2% (-2.6%)
45% less repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 78
83% less call options, than puts
Call options by funds: $1.53M | Put options by funds: $8.87M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$44.3M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$17.3M |
| 3 |
NA
Navellier & Associates
Reno,
Nevada
|
+$6.01M |
| 4 |
RAM
Riggs Asset Management
Dallas,
Pennsylvania
|
+$5.94M |
| 5 |
AP
Advisors Preferred
Rockville,
Maryland
|
+$5.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$45M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$19.4M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$9.42M |
| 4 |
MLIC
Mandatum Life Insurance Company
Helsinki,
Finland
|
-$5.47M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$5.33M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MAS
226
Madden Advisory Services
Jacksonville,
Florida
| – | -$139K | -4,490 | Closed |
|
227
BNP Paribas Financial Markets
Paris,
France
| – | -$50K | -1,605 | Closed |
|
|
BKA
228
Brick & Kyle Associates
Newtown,
Pennsylvania
| – | -$28K | -900 | Closed |
|
|
MCM
229
McRae Capital Management
Morristown,
New Jersey
| – | -$19K | -600 | Closed |
|
IYH Hedge Fund Activity: Q2 2017 in Review
215 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q2 2017, worth a combined $827M — up 4.5% from $791M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new IYH positions and 12 closed out — a net gain of 16 holders — while 43 added to existing stakes and 78 trimmed.
The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $44.3M. The largest seller was Goldman Sachs, cutting an estimated $45M.
- 215 institutional investors held iShares US Healthcare ETF (IYH) as of Q2 2017, up from 202 in Q1 2017.
- Funds reported $827M of iShares US Healthcare ETF stock for Q2 2017, up 4.5% quarter-over-quarter.
- 28 funds opened new iShares US Healthcare ETF positions in Q2 2017 and 12 closed out, a net change of +16 holders.
- The largest iShares US Healthcare ETF buyer in Q2 2017 was Manulife (Manufacturers Life Insurance), an estimated $44.3M added.
- The largest iShares US Healthcare ETF seller in Q2 2017 was Goldman Sachs, an estimated $45M sold.
Based on aggregated 13F filings for Q2 2017.