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iShares US Healthcare ETF

331 hedge funds and large institutions have $926M invested in iShares US Healthcare ETF in 2020 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 90 increasing their positions, 110 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $2.07M | Put options by funds: $1.34M

18% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 22

1% more funds holding

Funds holding: 329331 (+2)

7% less capital invested

Capital invested by funds: $1,000M → $926M (-$73.9M)

11.37% less ownership

Funds ownership: 211.91%200.53% (-11%)

18% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 110

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
331
Holders Change
+2
Holders Change %
+0.61%
% of All Funds
6.68%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.14%
New
26
Increased
90
Reduced
110
Closed
22
Calls
$2.07M
Puts
$1.34M
Net Calls
+$731K
Net Calls Change
-$775K
Name Holding Trade Value Shares
Change
Change in
Stake
FGA
301
Fortis Group Advisors
New Jersey
$15K +$15.4K +340 New
RFWA
302
RPg Family Wealth Advisory
Massachusetts
$15K
FFA
303
Founders Financial Alliance
North Carolina
$14K +$14.7K +325 New
HFM
304
Hartford Financial Management
Connecticut
$12K
JAWM
305
J. Arnold Wealth Management
Ohio
$11K -$600K -13,250 -98%
GT
306
Glenmede Trust
Pennsylvania
$11K
TF
307
TimeScale Financial
Massachusetts
$11K
AWM
308
Aberdeen Wealth Management
Illinois
$11K +$11.3K +250 New
AWM
309
Avior Wealth Management
Nebraska
$10K
JSC
310
Jackson Square Capital
California
$10K
TFS
311
TrustCore Financial Services
Tennessee
$10K
AAP
312
Arax Advisory Partners
Colorado
$10K +$10.2K +225 New
GAM
313
Gemmer Asset Management
California
$9K
PP
314
Pacifica Partners
Canada
$7K -$10.2K -225 -58%
PP
315
PrairieView Partners
Minnesota
$7K +$7.47K +165 New
AIM
316
Anchor Investment Management
South Carolina
$6.59K
ADL
317
Asset Dedication LLC
California
$5K
CAAS
318
Capital Asset Advisory Services
Michigan
$5K
SC
319
SouthState Corp
Florida
$5K +$5.21K +115 New
PFGIA
320
Patriot Financial Group Insurance Agency
Massachusetts
$4K -$2.72K -60 -39%
RWA
321
Ropes Wealth Advisors
Massachusetts
$4K +$3.85K +85 New
RWG
322
Regal Wealth Group
California
$3K
APWA
323
Atlas Private Wealth Advisors
New Jersey
$2K -$10.2K -225 -82%
AF
324
Allworth Financial
California
$2K
TPWA
325
TRUE Private Wealth Advisors
Oregon
$2K

IYH Hedge Fund Activity: Q3 2020 in Review

331 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q3 2020, worth a combined $926M — down 7.4% from $1,000M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IYH positions and 22 closed out — a net gain of 4 holders — while 90 added to existing stakes and 110 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $11.7M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $87.4M.

  • 331 institutional investors held iShares US Healthcare ETF (IYH) as of Q3 2020, up from 329 in Q2 2020.
  • Funds reported $926M of iShares US Healthcare ETF stock for Q3 2020, down 7.4% quarter-over-quarter.
  • 26 funds opened new iShares US Healthcare ETF positions in Q3 2020 and 22 closed out, a net change of +4 holders.
  • The largest iShares US Healthcare ETF buyer in Q3 2020 was Royal Bank of Canada, an estimated $11.7M added.
  • The largest iShares US Healthcare ETF seller in Q3 2020 was Manulife (Manufacturers Life Insurance), an estimated $87.4M sold.

Based on aggregated 13F filings for Q3 2020.