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iShares US Healthcare ETF
IYH

247 hedge funds and large institutions have $755M invested in iShares US Healthcare ETF in 2018 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 54 increasing their positions, 76 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more call options, than puts

Call options by funds: $7.84M | Put options by funds: $2.4M

43% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 23

2% more funds holding

Funds holding: 241 → 247 (+6)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

9.97% less ownership

Funds ownership: 216.37% → 206.4% (-10%)

11% less capital invested

Capital invested by funds: $851M → $755M (-$96.6M)

29% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 76

Holders
247
Holders Change
+6
Holders Change %
+2.49%
% of All Funds
5.66%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
33
Increased
54
Reduced
76
Closed
23
Calls
$7.84M
Puts
$2.4M
Net Calls
+$5.44M
Net Calls Change
+$1.52M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$28.8M
2
Deutsche Bank
Deutsche Bank
Germany
+$9.75M
3
Citadel Advisors
Citadel Advisors
Florida
+$6.69M
4
UCFA
United Capital Financial Advisors
Texas
+$4.2M
5
HPWM
Highland Private Wealth Management
Washington
+$2.14M

Top Sellers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$53.1M
2
Goldman Sachs
Goldman Sachs
New York
-$15.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$14.6M
4
GC
Grimes & Company
Massachusetts
-$13.8M
5
UBS Group
UBS Group
Switzerland
-$13.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
TRCT
251
Tower Research Capital (TRC)
New York
– -$1.31M -37,740 Closed
TH
252
Timber Hill
Connecticut
– -$1.18M -33,975 Closed
KM
253
Kalos Management
Georgia
– -$1.06M -30,485 Closed
XS
254
XR Securities
Illinois
– -$719K -20,640 Closed
Fisher Asset Management
255
Fisher Asset Management
Washington
– -$559K -16,050 Closed
VF
256
Virtu Financial
New York
– -$441K -12,660 Closed
BAM
257
Belpointe Asset Management
Nevada
– -$412K -11,835 Closed
Koshinski Asset Management
258
Koshinski Asset Management
Illinois
– -$397K -11,390 Closed
SI
259
SII Investments
Wisconsin
– -$393K -11,285 Closed
Baird Financial Group
260
Baird Financial Group
Wisconsin
– -$392K -11,240 Closed
HSBC Holdings
261
HSBC Holdings
United Kingdom
– -$331K -9,500 Closed
LWAC
262
Laurel Wealth Advisors (California)
California
– -$307K -8,825 Closed
FWCM
263
Ferguson Wellman Capital Management
Oregon
– -$296K -8,500 Closed
EFS
264
Essex Financial Services
Connecticut
– -$244K -6,990 Closed
Millennium Management
265
Millennium Management
New York
– -$238K -6,835 Closed
NCM
266
Narwhal Capital Management
Georgia
– -$200K -5,750 Closed
CA
267
Calton & Associates
Florida
– -$67K -1,835 Closed
TC
268
Telemus Capital
Michigan
– -$31K -900 Closed
KJWM
269
Kiley Juergens Wealth Management
Washington
– -$8K -250 Closed
BWM
270
Baystate Wealth Management
Massachusetts
– -$6K -165 Closed
1832 Asset Management
271
1832 Asset Management
Ontario, Canada
– -$2K -50 Closed
7 8 9 10
11

IYH Hedge Fund Activity: Q1 2018 in Review

247 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q1 2018, worth a combined $755M — down 11% from $851M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new IYH positions and 23 closed out — a net gain of 10 holders — while 54 added to existing stakes and 76 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $28.8M. The largest seller was Bank of Montreal, cutting an estimated $53.1M.

  • 247 institutional investors held iShares US Healthcare ETF (IYH) as of Q1 2018, up from 241 in Q4 2017.
  • Funds reported $755M of iShares US Healthcare ETF stock for Q1 2018, down 11% quarter-over-quarter.
  • 33 funds opened new iShares US Healthcare ETF positions in Q1 2018 and 23 closed out, a net change of +10 holders.
  • The largest iShares US Healthcare ETF buyer in Q1 2018 was Morgan Stanley, an estimated $28.8M added.
  • The largest iShares US Healthcare ETF seller in Q1 2018 was Bank of Montreal, an estimated $53.1M sold.

Based on aggregated 13F filings for Q1 2018.