We are live on ! Find out more
IYH icon

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
AssetMark Inc
326
AssetMark Inc
California
$2K +$2.49K +55 New
SXL
327
Summit X LLC
Missouri
$1.36K +$114K +2,510 New
F
328
F3Logic
Minnesota
$905 +$136K +3,015 +18%
CPA
329
Clear Perspective Advisors
Illinois
$524
BHB
330
Bank Hapoalim BM
Israel
$234 -$87.4K -1,930 -27%
Koshinski Asset Management
331
Koshinski Asset Management
Illinois
$234 -$226 -5 -0.1%
WIM
332
Westside Investment Management
California
$34 +$5.88K +130 +21%
FFM
333
Fullerton Fund Management
Singapore
-$1.55M -35,975 Closed
WWM
334
Western Wealth Management
Colorado
-$1.53M -35,540 Closed
CIA
335
CSat Investment Advisory
Michigan
-$949K -22,015 Closed
RIA
336
Regal Investment Advisors
Michigan
-$577K -13,370 Closed
VWA
337
V Wealth Advisors
Kansas
-$567K -13,150 Closed
ARG
338
Advisory Resource Group
Oklahoma
-$370K -8,575 Closed
RIG
339
Ramiah Investment Group
Wisconsin
-$311K -7,210 Closed
Wolverine Trading
340
Wolverine Trading
Illinois
-$289K -6,390 Closed
TAM
341
Trillium Asset Management
Massachusetts
-$256K -5,925 Closed
FANJ
342
Financial Architects (New Jersey)
New Jersey
-$98K -2,280 Closed
AWM
343
Apollon Wealth Management
South Carolina
-$86K -1,995 Closed
SF
344
Synovus Financial
Georgia
-$80K -1,840 Closed
JPLA
345
Joseph P. Lucia & Associates
New York
-$38K -875 Closed
AP
346
Advisors Preferred
Maryland
-$34K -775 Closed
RWB
347
RMR Wealth Builders
New Jersey
-$27K -640 Closed
BFIM
348
Beese Fulmer Investment Management
Ohio
-$11K -250 Closed
EI
349
Ellevest Inc
New York
-$11K -250 Closed
CWP
350
CFM Wealth Partners
Texas
-$10K -245 Closed

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.