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iShares US Healthcare ETF

331 hedge funds and large institutions have $926M invested in iShares US Healthcare ETF in 2020 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 90 increasing their positions, 110 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $2.07M | Put options by funds: $1.34M

18% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 22

1% more funds holding

Funds holding: 329331 (+2)

7% less capital invested

Capital invested by funds: $1,000M → $926M (-$73.9M)

11.37% less ownership

Funds ownership: 211.91%200.53% (-11%)

18% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 110

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
331
Holders Change
+2
Holders Change %
+0.61%
% of All Funds
6.68%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.14%
New
26
Increased
90
Reduced
110
Closed
22
Calls
$2.07M
Puts
$1.34M
Net Calls
+$731K
Net Calls Change
-$775K
Name Holding Trade Value Shares
Change
Change in
Stake
NA
226
Nottingham Advisors
New York
$233K +$232K +5,125 New
WAG
227
Winthrop Advisory Group
Massachusetts
$232K +$230K +5,080 New
OPS
228
Orion Portfolio Solutions
Nebraska
$229K
KTC
229
Kistler-Tiffany Companies
Pennsylvania
$228K
CSIC
230
Clifford Swan Investment Counsel
California
$227K
MM
231
Meridian Management
Arkansas
$227K
REMPR
232
Roof Eidam Maycock Peralta (REMP)
California
$227K
RW
233
REDW Wealth
New Mexico
$222K
DS
234
DRW Securities
Illinois
$218K
SCG
235
Sonata Capital Group
Washington
$216K -$45.3K -1,000 -17%
FLPIM
236
F.L. Putnam Investment Management
Massachusetts
$212K
APW
237
Aurora Private Wealth
New Jersey
$210K +$209K +4,615 New
PA
238
Parallel Advisors
California
$208K +$226 +5 +0.1%
TFF
239
The Family Firm
Maryland
$207K +$206K +4,560 New
PWP
240
Principle Wealth Partners
Connecticut
$205K
SNT
241
Security National Trust
West Virginia
$204K
LWAC
242
Laurel Wealth Advisors (California)
California
$201K -$61.1K -1,350 -23%
DAS
243
Dynamic Advisor Solutions
Arizona
$201K +$200K +4,425 New
MRCM
244
M&R Capital Management
New Jersey
$198K
IA
245
IFP Advisors
Florida
$172K -$16.1K -355 -9%
FRA
246
Front Row Advisors
California
$168K
CCA
247
Column Capital Advisors
Indiana
$162K
CF
248
Centaurus Financial
California
$162K +$2.26K +50 +1%
EDRH
249
Edmond de Rothschild Holding
Switzerland
$159K
PMFA
250
Plante Moran Financial Advisors
Michigan
$152K

IYH Hedge Fund Activity: Q3 2020 in Review

331 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q3 2020, worth a combined $926M — down 7.4% from $1,000M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IYH positions and 22 closed out — a net gain of 4 holders — while 90 added to existing stakes and 110 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $11.7M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $87.4M.

  • 331 institutional investors held iShares US Healthcare ETF (IYH) as of Q3 2020, up from 329 in Q2 2020.
  • Funds reported $926M of iShares US Healthcare ETF stock for Q3 2020, down 7.4% quarter-over-quarter.
  • 26 funds opened new iShares US Healthcare ETF positions in Q3 2020 and 22 closed out, a net change of +4 holders.
  • The largest iShares US Healthcare ETF buyer in Q3 2020 was Royal Bank of Canada, an estimated $11.7M added.
  • The largest iShares US Healthcare ETF seller in Q3 2020 was Manulife (Manufacturers Life Insurance), an estimated $87.4M sold.

Based on aggregated 13F filings for Q3 2020.