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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
Fifth Third Bancorp
326
Fifth Third Bancorp
Ohio
$1K – – –
Citadel Advisors
327
Citadel Advisors
Florida
– -$2.85M -75,405 Closed
CA
328
Corrado Advisors
New Jersey
– -$2.55M -67,330 Closed
CS
329
Comerica Securities
Michigan
– -$394K -10,425 Closed
OGC
330
Oak Grove Capital
New Hampshire
– -$388K -10,250 Closed
Marshall Wace
331
Marshall Wace
United Kingdom
– -$302K -8,000 Closed
SW
332
SVB Wealth
Massachusetts
– -$230K -6,075 Closed
FNC
333
First National Corp
Massachusetts
– -$210K -5,555 Closed
GWAG
334
Garrett Wealth Advisory Group
Texas
– -$87.3K -2,310 Closed
CAN
335
Claraphi Advisory Network
United States
– -$85K -2,250 Closed
SCA
336
Strategic Capital Advisers
Colorado
– -$58K -1,540 Closed
CCM
337
Cribstone Capital Management
Maine
– -$50K -1,325 Closed
Simplex Trading
338
Simplex Trading
Illinois
– -$49K -1,320 Closed
NCM
339
Nelson Capital Management
California
– -$44K -1,175 Closed
1832 Asset Management
340
1832 Asset Management
Ontario, Canada
– -$38K -1,000 Closed
GSWM
341
Golden State Wealth Management
California
– -$36K -950 Closed
AAP
342
Arax Advisory Partners
Colorado
– -$28K -750 Closed
SB
343
Strategic Blueprint
Georgia
– -$24K -625 Closed
UBS AM
344
UBS AM
Illinois
– -$20.8K -550 Closed
PCG
345
Private Capital Group
Connecticut
– -$19K -500 Closed
TC
346
Truvestments Capital
Florida
– -$19K -500 Closed
HS
347
Horan Securities
United States
– -$10K -260 Closed
SIM
348
Sonora Investment Management
Arizona
– -$7K -190 Closed
TCM
349
TD Capital Management
Tennessee
– -$7K -175 Closed
WCM
350
Whitener Capital Management
North Carolina
– -$3K -100 Closed
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.