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iShares US Healthcare ETF
IYH

376 hedge funds and large institutions have $1.01B invested in iShares US Healthcare ETF in 2020 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 113 increasing their positions, 80 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

278% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 18

60% more call options, than puts

Call options by funds: $708K | Put options by funds: $443K

41% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 80

14% more funds holding

Funds holding: 331 → 376 (+45)

9% more capital invested

Capital invested by funds: $926M → $1.01B (+$86.8M)

1.15% more ownership

Funds ownership: 200.53% → 201.69% (+1.2%)

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

Holders
376
Holders Change
+45
Holders Change %
+13.6%
% of All Funds
6.65%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.11%
New
68
Increased
113
Reduced
80
Closed
18
Calls
$708K
Puts
$443K
Net Calls
+$265K
Net Calls Change
-$466K

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$7.27M
2
Morgan Stanley
Morgan Stanley
New York
+$4.66M
3
Citadel Advisors
Citadel Advisors
Florida
+$4.57M
4
PFS
Prospera Financial Services
Texas
+$3.29M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.19M

Top Sellers

Rank Fund Capital Flow
1
HF
HRT Financial
New York
-$10.3M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$9.03M
3
BlackRock
BlackRock
New York
-$8.99M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$7.09M
5
OWA
Outlook Wealth Advisors
Texas
-$6.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
251
Cornerstone Wealth Management
Missouri
$243K -$17.7K -375 -7%
SS
252
Sunbelt Securities
Texas
$242K +$232K +4,925 New
RW
253
REDW Wealth
New Mexico
$240K – – –
RWA
254
Ropes Wealth Advisors
Massachusetts
$240K +$226K +4,790 +5,635%
SCG
255
Sonata Capital Group
Washington
$234K – – –
MFG
256
Magnus Financial Group
New York
$233K +$224K +4,740 New
FLPIM
257
F.L. Putnam Investment Management
Massachusetts
$230K – – –
APW
258
Aurora Private Wealth
New Jersey
$227K +$472 +10 +0.2%
MFA
259
Mayflower Financial Advisors
Massachusetts
$227K +$218K +4,615 New
SNT
260
Security National Trust
West Virginia
$221K – – –
WAG
261
Winthrop Advisory Group
Massachusetts
$218K -$30.7K -650 -13%
DAS
262
Dynamic Advisor Solutions
Arizona
$218K – – –
LWAC
263
Laurel Wealth Advisors (California)
California
$218K – – –
TFF
264
The Family Firm
Maryland
$216K -$14.9K -315 -7%
PA
265
Parallel Advisors
California
$216K -$8.49K -180 -4%
MRCM
266
M&R Capital Management
New Jersey
$215K – – –
TAM
267
Trillium Asset Management
Massachusetts
$215K +$206K +4,365 New
XSC
268
X-Square Capital
Puerto Rico
$214K +$206K +4,355 New
AIA
269
Arbor Investment Advisors
North Carolina
$213K +$205K +4,335 New
SFG
270
SNS Financial Group
Minnesota
$211K +$203K +4,300 New
CPIG
271
Chicago Partners Investment Group
Illinois
$210K +$194K +4,105 New
NFP
272
Novak Financial Planning
Maryland
$208K +$200K +4,230 New
LFAS
273
Level Four Advisory Services
Texas
$208K +$200K +4,235 New
CCFM
274
Clear Creek Financial Management
Washington
$205K +$198K +4,185 New
M&T Bank
275
M&T Bank
New York
$204K +$196K +4,150 New
9 10
11
12 13

IYH Hedge Fund Activity: Q4 2020 in Review

376 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q4 2020, worth a combined $1.01B — up 9.4% from $926M a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new IYH positions and 18 closed out — a net gain of 50 holders — while 113 added to existing stakes and 80 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $7.27M. The largest seller was HRT Financial, exiting entirely with an estimated $10.3M sold.

  • 376 institutional investors held iShares US Healthcare ETF (IYH) as of Q4 2020, up from 331 in Q3 2020.
  • Funds reported $1.01B of iShares US Healthcare ETF stock for Q4 2020, up 9.4% quarter-over-quarter.
  • 68 funds opened new iShares US Healthcare ETF positions in Q4 2020 and 18 closed out, a net change of +50 holders.
  • The largest iShares US Healthcare ETF buyer in Q4 2020 was Goldman Sachs, an estimated $7.27M added.
  • The largest iShares US Healthcare ETF seller in Q4 2020 was HRT Financial, an estimated $10.3M sold.

Based on aggregated 13F filings for Q4 2020.