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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
CMA
301
Cedar Mountain Advisors
Oregon
$4K
EWM
302
EPG Wealth Management
Georgia
$3K
RWG
303
Regal Wealth Group
California
$3K
Fifth Third Bancorp
304
Fifth Third Bancorp
Ohio
$1K
TPWA
305
TRUE Private Wealth Advisors
Oregon
$1K
WIM
306
Westside Investment Management
California
$32 +$35.8K +870 New
TAF
307
Tredje AP-fonden
Sweden
-$89.7M -2,080,000 Closed
KP
308
Keel Point
Alabama
-$6.75M -156,500 Closed
FEM
309
Fulcrum Equity Management
Texas
-$3.99M -92,545 Closed
PS
310
Portfolio Strategies
New York
-$3.13M -72,515 Closed
HA
311
HC Advisors
Georgia
-$2.51M -58,175 Closed
NA
312
Navellier & Associates
Nevada
-$2.09M -48,515 Closed
Wolverine Trading
313
Wolverine Trading
Illinois
-$1.59M -37,045 Closed
IAA
314
Independent Advisor Alliance
North Carolina
-$1.35M -31,300 Closed
PD
315
Planning Directions
Pennsylvania
-$900K -20,865 Closed
AllianceBernstein
316
AllianceBernstein
Tennessee
-$848K -19,665 Closed
HSBC Holdings
317
HSBC Holdings
United Kingdom
-$640K -14,880 Closed
CFFP
318
Center for Financial Planning
Michigan
-$612K -14,185 Closed
LWM
319
Laidlaw Wealth Management
New York
-$543K -12,575 Closed
KWM
320
Kingsview Wealth Management
Oregon
-$508K -11,765 Closed
RIA
321
Regal Investment Advisors
Michigan
-$447K -10,365 Closed
F
322
F3Logic
Minnesota
-$331K -7,655 Closed
JWCA
323
J.W. Cole Advisors
Florida
-$325K -7,530 Closed
RFC
324
Regions Financial Corp
Alabama
-$315K -7,310 Closed
CA
325
Calton & Associates
Florida
-$309K -7,155 Closed

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.