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iShares US Healthcare ETF
IYH

270 hedge funds and large institutions have $991M invested in iShares US Healthcare ETF in 2018 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 87 increasing their positions, 55 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 14

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

58% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 55

31% more capital invested

Capital invested by funds: $755M → $991M (+$236M)

13% more funds holding

Funds holding: 240 → 270 (+30)

5.52% more ownership

Funds ownership: 211.28% → 216.8% (+5.5%)

51% less call options, than puts

Call options by funds: $791K | Put options by funds: $1.6M

Holders
270
Holders Change
+30
Holders Change %
+12.5%
% of All Funds
6.17%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
44
Increased
87
Reduced
55
Closed
14
Calls
$791K
Puts
$1.6M
Net Calls
-$812K
Net Calls Change
-$5.48M

Top Buyers

Rank Fund Capital Flow
1
DF
Donoghue Forlines
Massachusetts
+$24.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$18.6M
3
Bank of America
Bank of America
North Carolina
+$17M
4
TPWA
TRUE Private Wealth Advisors
Oregon
+$11M
5
KP
Keel Point
Alabama
+$9.96M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$15.8M
2
Citadel Advisors
Citadel Advisors
Florida
-$7.93M
3
UCFA
United Capital Financial Advisors
Texas
-$5.81M
4
CS
Credit Suisse
Switzerland
-$4.48M
5
Deutsche Bank
Deutsche Bank
Germany
-$4.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
276
Westside Investment Management
California
– -$578K -16,165 Closed
SFS
277
Sowell Financial Services
Arkansas
– -$618K -16,155 Closed
PNAA
278
Pictet North America Advisors
Switzerland
– -$237K -6,650 Closed
Simplex Trading
279
Simplex Trading
Illinois
– -$182K -5,135 Closed
SEI Investments
280
SEI Investments
Pennsylvania
– -$106K -2,980 Closed
WTB
281
Washington Trust Bank
Washington
– -$72K -2,025 Closed
QFA
282
Quattro Financial Advisors
Texas
– -$60.3K -1,665 Closed
BCA
283
Bay Colony Advisors
Massachusetts
– -$57K -1,600 Closed
GFP
284
Gryphon Financial Partners
Ohio
– -$39K -1,100 Closed
LWM
285
Lenox Wealth Management
Ohio
– -$29K -805 Closed
MFW
286
Mosaic Family Wealth
Missouri
– -$23K -650 Closed
AIS
287
Accurate Investment Solutions
Pennsylvania
– -$5K -130 Closed
MCM
288
Mainstay Capital Management
Michigan
– -$3K -95 Closed
8 9 10 11
12

IYH Hedge Fund Activity: Q3 2018 in Review

270 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q3 2018, worth a combined $991M — up 31% from $755M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new IYH positions and 14 closed out — a net gain of 30 holders — while 87 added to existing stakes and 55 trimmed.

The largest buyer was Donoghue Forlines, opening a new position worth an estimated $24.5M. The largest seller was Morgan Stanley, cutting an estimated $15.8M.

  • 270 institutional investors held iShares US Healthcare ETF (IYH) as of Q3 2018, up from 240 in Q2 2018.
  • Funds reported $991M of iShares US Healthcare ETF stock for Q3 2018, up 31% quarter-over-quarter.
  • 44 funds opened new iShares US Healthcare ETF positions in Q3 2018 and 14 closed out, a net change of +30 holders.
  • The largest iShares US Healthcare ETF buyer in Q3 2018 was Donoghue Forlines, an estimated $24.5M added.
  • The largest iShares US Healthcare ETF seller in Q3 2018 was Morgan Stanley, an estimated $15.8M sold.

Based on aggregated 13F filings for Q3 2018.