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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
FCFS
301
First Command Financial Services
Texas
$14K – – –
JSC
302
Jackson Square Capital
California
$13K +$12.5K +310 New
CAL
303
Capital Analysts LLC
Pennsylvania
$12K – – –
PA
304
PSI Advisors
Florida
$12K +$11.3K +280 New
WQ
305
Wealth Quarterback
New Jersey
$11.9K +$11.1K +275 New
HFM
306
Hartford Financial Management
Connecticut
$11K – – –
AWM
307
Aberdeen Wealth Management
Illinois
$11K +$10.1K +250 New
GT
308
Glenmede Trust
Pennsylvania
$10K – – –
TFS
309
TrustCore Financial Services
Tennessee
$10K – – –
GAM
310
Gemmer Asset Management
California
$9K – – –
AWM
311
Avior Wealth Management
Nebraska
$9K +$202 +5 +2%
WFMPM
312
Woodley Farra Manion Portfolio Management
Indiana
$9K +$8.48K +210 New
AF
313
Allworth Financial
California
$7K +$2.02K +50 +50%
AIM
314
Anchor Investment Management
South Carolina
$6.26K – – –
RIA
315
Realta Investment Advisors
Delaware
$6K – – –
IWP
316
IAG Wealth Partners
Wisconsin
$6K +$4.85K +120 New
ADL
317
Asset Dedication LLC
California
$5K – – –
PFGIA
318
Patriot Financial Group Insurance Agency
Massachusetts
$5K +$202 +5 +4%
TAM
319
Townsend Asset Management
North Carolina
$5K +$4.64K +115 New
CMA
320
Cedar Mountain Advisors
Oregon
$4K +$3.84K +95 New
CAAS
321
Capital Asset Advisory Services
Michigan
$4K +$4.04K +100 New
RWG
322
Regal Wealth Group
California
$3K – – –
DI
323
Disciplined Investments
Oklahoma
$3K +$2.83K +70 New
EWM
324
EPG Wealth Management
Georgia
$3K +$3.03K +75 New
TPWA
325
TRUE Private Wealth Advisors
Oregon
$2K +$2.02K +50 New
11 12
13
14 15

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.