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iShares US Healthcare ETF
IYH

324 hedge funds and large institutions have $930M invested in iShares US Healthcare ETF in 2019 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 69 increasing their positions, 87 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

705% more call options, than puts

Call options by funds: $4.51M | Put options by funds: $561K

250% more funds holding in top 10

Funds holding in top 10: 2 → 7 (+5)

200% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 25

17% more funds holding

Funds holding: 278 → 324 (+46)

12% more capital invested

Capital invested by funds: $832M → $930M (+$97.8M)

1.96% more ownership

Funds ownership: 207.8% → 209.76% (+2%)

21% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 87

Holders
324
Holders Change
+46
Holders Change %
+16.55%
% of All Funds
6.38%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.14%
New
75
Increased
69
Reduced
87
Closed
25
Calls
$4.51M
Puts
$561K
Net Calls
+$3.95M
Net Calls Change
+$2.76M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$8.68M
2
KP
Keel Point
Alabama
+$6.32M
3
Bank of America
Bank of America
North Carolina
+$5.83M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$3.85M
5
Jane Street
Jane Street
New York
+$3.78M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$83.2M
2
CA
Cetera Advisors
Colorado
-$7.9M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.61M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.85M
5
JP Morgan Chase
JP Morgan Chase
New York
-$2.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
251
Cranbrook Wealth Management
Michigan
$121K – – –
GTAM
252
Global Trust Asset Management
Florida
$119K – – –
PMFA
253
Plante Moran Financial Advisors
Michigan
$118K -$34.3K -850 -24%
BFEC
254
Benjamin F. Edwards & Company
Missouri
$112K -$3.84K -95 -4%
Chevy Chase Trust
255
Chevy Chase Trust
Maryland
$110K +$103K +2,545 New
FANJ
256
Financial Architects (New Jersey)
New Jersey
$98K +$606 +15 +0.7%
VCS
257
Vaughan & Co Securities
New Jersey
$87.4K +$81.8K +2,025 New
CFA
258
Carroll Financial Associates
North Carolina
$87K -$3.63K -90 -4%
MWP
259
MYCIO Wealth Partners
Pennsylvania
$81K +$404 +10 +0.5%
EWM
260
Edge Wealth Management
New York
$80K – – –
Deutsche Bank
261
Deutsche Bank
Germany
$78K – – –
CFD
262
Creative Financial Designs
Indiana
$78K +$202 +5 +0.3%
QCMC
263
Quantum Capital Management (California)
California
$70K – – –
WAP
264
Wealthcare Advisory Partners
Pennsylvania
$67K +$10.3K +255 +20%
OIA
265
Optimum Investment Advisors
Illinois
$65K – – –
FHA
266
First Horizon Advisors
Tennessee
$59K -$20.2K -500 -27%
VFA
267
Valeo Financial Advisors
Indiana
$59K – – –
JFGIW
268
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$58K -$436K -10,800 -89%
BFC
269
Bedel Financial Consulting
Indiana
$57K – – –
JCM
270
Jacobi Capital Management
Pennsylvania
$57K +$202 +5 +0.4%
TPCW
271
TD Private Client Wealth
New York
$53.9K +$50.5K +1,250 New
BAM
272
Barrett Asset Management
New York
$53K – – –
BB
273
Busey Bank
Illinois
$50K +$46.4K +1,150 New
KPW
274
Kore Private Wealth
New York
$43K +$40.4K +1,000 New
TWA
275
TCI Wealth Advisors
Arizona
$41K – – –
9 10
11
12 13

IYH Hedge Fund Activity: Q4 2019 in Review

324 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q4 2019, worth a combined $930M — up 12% from $832M a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new IYH positions and 25 closed out — a net gain of 50 holders — while 69 added to existing stakes and 87 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.68M. The largest seller was BlackRock, cutting an estimated $83.2M.

  • 324 institutional investors held iShares US Healthcare ETF (IYH) as of Q4 2019, up from 278 in Q3 2019.
  • Funds reported $930M of iShares US Healthcare ETF stock for Q4 2019, up 12% quarter-over-quarter.
  • 75 funds opened new iShares US Healthcare ETF positions in Q4 2019 and 25 closed out, a net change of +50 holders.
  • The largest iShares US Healthcare ETF buyer in Q4 2019 was Morgan Stanley, an estimated $8.68M added.
  • The largest iShares US Healthcare ETF seller in Q4 2019 was BlackRock, an estimated $83.2M sold.

Based on aggregated 13F filings for Q4 2019.