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iShares US Healthcare ETF
IYH

329 hedge funds and large institutions have $1,000M invested in iShares US Healthcare ETF in 2020 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 107 increasing their positions, 69 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more call options, than puts

Call options by funds: $2.8M | Put options by funds: $1.29M

108% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 25

55% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 69

29% more funds holding in top 10

Funds holding in top 10: 7 → 9 (+2)

26% more capital invested

Capital invested by funds: $793M → $1,000M (+$207M)

12.53% more ownership

Funds ownership: 199.37% → 211.91% (+13%)

8% more funds holding

Funds holding: 304 → 329 (+25)

Holders
329
Holders Change
+25
Holders Change %
+8.22%
% of All Funds
6.75%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.18%
New
52
Increased
107
Reduced
69
Closed
25
Calls
$2.8M
Puts
$1.29M
Net Calls
+$1.51M
Net Calls Change
+$366K

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$18.3M
2
BCIM
British Columbia Investment Management
British Columbia, Canada
+$11.2M
3
Wells Fargo
Wells Fargo
California
+$8.6M
4
Osaic Holdings
Osaic Holdings
Arizona
+$7.04M
5
OWA
Outlook Wealth Advisors
Texas
+$5.73M

Top Sellers

Rank Fund Capital Flow
1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$37.8M
2
HF
HRT Financial
New York
-$4.6M
3
SIM
SSI Investment Management
California
-$2.44M
4
JMPWA
JP Morgan Private Wealth Advisors
California
-$1.9M
5
TRCT
Tower Research Capital (TRC)
New York
-$1.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
GPA
226
Garrison Point Advisors
California
$233K – – –
DWM
227
Darwin Wealth Management
Florida
$222K – – –
AA
228
Advisory Alpha
Michigan
$220K -$146K -3,450 -42%
OPS
229
Orion Portfolio Solutions
Nebraska
$217K – – –
WAM
230
Wealthspire Advisors (Maryland)
Maryland
$217K +$213K +5,035 New
KTC
231
Kistler-Tiffany Companies
Pennsylvania
$216K – – –
CSIC
232
Clifford Swan Investment Counsel
California
$216K +$211K +5,000 New
MM
233
Meridian Management
Arkansas
$216K +$211K +5,000 New
REMPR
234
Roof Eidam Maycock Peralta (REMP)
California
$216K +$211K +5,000 New
Koshinski Asset Management
235
Koshinski Asset Management
Illinois
$214K +$210K +4,970 New
GFP
236
Gryphon Financial Partners
Ohio
$211K +$206K +4,880 New
RW
237
REDW Wealth
New Mexico
$210K +$206K +4,875 New
DS
238
DRW Securities
Illinois
$207K +$203K +4,805 New
FLPIM
239
F.L. Putnam Investment Management
Massachusetts
$202K +$197K +4,675 New
PA
240
Parallel Advisors
California
$197K +$11K +260 +6%
PWP
241
Principle Wealth Partners
Connecticut
$195K +$190K +4,510 New
BCWM
242
Bartlett & Co Wealth Management
Ohio
$194K +$190K +4,500 New
SNT
243
Security National Trust
West Virginia
$194K – – –
BC
244
Bartlett & Co
Ohio
$194K +$190K +4,500 New
MRCM
245
M&R Capital Management
New Jersey
$188K – – –
IA
246
IFP Advisors
Florida
$175K -$1.69K -40 -1%
CT
247
Caldwell Trust
Florida
$171K – – –
SWM
248
Sugarloaf Wealth Management
Georgia
$164K – – –
FRA
249
Front Row Advisors
California
$153K – – –
CCA
250
Column Capital Advisors
Indiana
$153K +$150K +3,555 New
8 9
10
11 12

IYH Hedge Fund Activity: Q2 2020 in Review

329 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q2 2020, worth a combined $1,000M — up 26% from $793M a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new IYH positions and 25 closed out — a net gain of 27 holders — while 107 added to existing stakes and 69 trimmed.

The largest buyer was Bank of America, adding an estimated $18.3M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $37.8M.

  • 329 institutional investors held iShares US Healthcare ETF (IYH) as of Q2 2020, up from 304 in Q1 2020.
  • Funds reported $1,000M of iShares US Healthcare ETF stock for Q2 2020, up 26% quarter-over-quarter.
  • 52 funds opened new iShares US Healthcare ETF positions in Q2 2020 and 25 closed out, a net change of +27 holders.
  • The largest iShares US Healthcare ETF buyer in Q2 2020 was Bank of America, an estimated $18.3M added.
  • The largest iShares US Healthcare ETF seller in Q2 2020 was Manulife (Manufacturers Life Insurance), an estimated $37.8M sold.

Based on aggregated 13F filings for Q2 2020.