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iShares US Healthcare ETF

304 hedge funds and large institutions have $793M invested in iShares US Healthcare ETF in 2020 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 76 increasing their positions, 108 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $2.48M | Put options by funds: $1.34M

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

6% less funds holding

Funds holding: 324304 (-20)

10.39% less ownership

Funds ownership: 209.76%199.37% (-10%)

15% less capital invested

Capital invested by funds: $930M → $793M (-$137M)

30% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 108

33% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 46

Holders
304
Holders Change
-20
Holders Change %
-6.17%
% of All Funds
6.7%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
31
Increased
76
Reduced
108
Closed
46
Calls
$2.48M
Puts
$1.34M
Net Calls
+$1.14M
Net Calls Change
-$2.81M
Name Holding Trade Value Shares
Change
Change in
Stake
FCB
276
First Command Bank
Texas
$13K
FCFS
277
First Command Financial Services
Texas
$13K
FWP
278
FAS Wealth Partners
Kansas
$13K +$14.4K +350 New
RFWA
279
RPg Family Wealth Advisory
Massachusetts
$12.4K +$13.6K +330 New
EIP
280
Ellis Investment Partners
Pennsylvania
$12K
JSC
281
Jackson Square Capital
California
$12K
SMG
282
Spectrum Management Group
Indiana
$12K +$13.4K +325 New
WQ
283
Wealth Quarterback
New Jersey
$10.4K
HWA
284
HCR Wealth Advisors
California
$10K -$472K -11,470 -98%
GT
285
Glenmede Trust
Pennsylvania
$10K
HFM
286
Hartford Financial Management
Connecticut
$10K
CBT
287
Capital Bank & Trust
California
$10K +$10.5K +255 New
CWP
288
CFM Wealth Partners
Texas
$9K -$23K -560 -70%
TF
289
TimeScale Financial
Massachusetts
$9K -$9.87K -240 -49%
WFMPM
290
Woodley Farra Manion Portfolio Management
Indiana
$9K +$1.23K +30 +14%
HR
291
Howe & Rusling
New York
$8K -$8.84K -215 -49%
AWM
292
Avior Wealth Management
Nebraska
$8K
GAM
293
Gemmer Asset Management
California
$8K
TFS
294
TrustCore Financial Services
Tennessee
$8K
PIP
295
Peachtree Investment Partners
Florida
$7K -$25.9K -630 -75%
AF
296
Allworth Financial
California
$6K
PFGIA
297
Patriot Financial Group Insurance Agency
Massachusetts
$6K +$1.03K +25 +20%
AIM
298
Anchor Investment Management
South Carolina
$5.45K
CAAS
299
Capital Asset Advisory Services
Michigan
$5K +$617 +15 +15%
ADL
300
Asset Dedication LLC
California
$4K

IYH Hedge Fund Activity: Q1 2020 in Review

304 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q1 2020, worth a combined $793M — down 15% from $930M a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of IYH and 31 opened new positions — a net loss of 15 holders — while 108 trimmed existing stakes and 76 added.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $122M. The largest seller was Tredje AP-fonden, exiting entirely with an estimated $89.7M sold.

  • 304 institutional investors held iShares US Healthcare ETF (IYH) as of Q1 2020, down from 324 in Q4 2019.
  • Funds reported $793M of iShares US Healthcare ETF stock for Q1 2020, down 15% quarter-over-quarter.
  • 31 funds opened new iShares US Healthcare ETF positions in Q1 2020 and 46 closed out, a net change of -15 holders.
  • The largest iShares US Healthcare ETF buyer in Q1 2020 was Manulife (Manufacturers Life Insurance), an estimated $122M added.
  • The largest iShares US Healthcare ETF seller in Q1 2020 was Tredje AP-fonden, an estimated $89.7M sold.

Based on aggregated 13F filings for Q1 2020.