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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
BNP Paribas Financial Markets
251
BNP Paribas Financial Markets
France
$151K -$8.37K -185 -5%
HDIM
252
Hanson & Doremus Investment Management
Vermont
$149K
SBSB
253
Sullivan, Bruyette, Speros & Blaney
Virginia
$144K
AA
254
Advisory Alpha
Michigan
$143K -$75.8K -1,675 -35%
DSC
255
Duncker Streett & Co
Missouri
$143K -$3.17K -70 -2%
CFD
256
Creative Financial Designs
Indiana
$134K +$679 +15 +0.5%
AA
257
AlphaMark Advisors
Kentucky
$131K
CWM
258
Cranbrook Wealth Management
Michigan
$127K
S
259
SignatureFD
Georgia
$118K
BFEC
260
Benjamin F. Edwards & Company
Missouri
$116K
VFA
261
Valeo Financial Advisors
Indiana
$95K
FHA
262
First Horizon Advisors
Tennessee
$87K -$1.81K -40 -2%
EWM
263
Edge Wealth Management
New York
$84K
Deutsche Bank
264
Deutsche Bank
Germany
$82K
CAPTRUST Financial Advisors
265
CAPTRUST Financial Advisors
North Carolina
$74K -$11.3K -250 -13%
Rockefeller Capital Management
266
Rockefeller Capital Management
New York
$74K +$7.02K +155 +10%
QCMC
267
Quantum Capital Management (California)
California
$73K
SWM
268
Sugarloaf Wealth Management
Georgia
$70K -$103K -2,270 -60%
OIA
269
Optimum Investment Advisors
Illinois
$68K
CFA
270
Carroll Financial Associates
North Carolina
$66K +$10.4K +230 +19%
BFC
271
Bedel Financial Consulting
Indiana
$60K
TPCW
272
TD Private Client Wealth
New York
$56.8K
BAM
273
Barrett Asset Management
New York
$56K
NFG
274
Next Financial Group
Texas
$51K +$50.5K +1,115 New
JCM
275
Jacobi Capital Management
Pennsylvania
$45K -$27.8K -615 -38%

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.