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iShares US Healthcare ETF
IYH

247 hedge funds and large institutions have $755M invested in iShares US Healthcare ETF in 2018 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 54 increasing their positions, 76 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more call options, than puts

Call options by funds: $7.84M | Put options by funds: $2.4M

43% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 23

2% more funds holding

Funds holding: 241 → 247 (+6)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

9.97% less ownership

Funds ownership: 216.37% → 206.4% (-10%)

11% less capital invested

Capital invested by funds: $851M → $755M (-$96.6M)

29% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 76

Holders
247
Holders Change
+6
Holders Change %
+2.49%
% of All Funds
5.66%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
33
Increased
54
Reduced
76
Closed
23
Calls
$7.84M
Puts
$2.4M
Net Calls
+$5.44M
Net Calls Change
+$1.52M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$28.8M
2
Deutsche Bank
Deutsche Bank
Germany
+$9.75M
3
Citadel Advisors
Citadel Advisors
Florida
+$6.69M
4
UCFA
United Capital Financial Advisors
Texas
+$4.2M
5
HPWM
Highland Private Wealth Management
Washington
+$2.14M

Top Sellers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$53.1M
2
Goldman Sachs
Goldman Sachs
New York
-$15.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$14.6M
4
GC
Grimes & Company
Massachusetts
-$13.8M
5
UBS Group
UBS Group
Switzerland
-$13.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
26
Grimes & Company
Massachusetts
$4.11M -$13.8M -383,490 -76%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$3.96M -$977K -27,160 -19%
SCA
28
Stillwater Capital Advisors
Pennsylvania
$3.93M -$123K -3,425 -3%
IA
29
IFP Advisors
Florida
$3.76M – – –
CS
30
Credit Suisse
Switzerland
$3.62M -$6.1M -169,470 -62%
Citigroup
31
Citigroup
New York
$3.49M -$54.2K -1,505 -1%
UR
32
USCA RIA
Texas
$3.01M +$54.9K +1,525 +2%
HNB
33
Huntington National Bank
Ohio
$2.8M – – –
CCM
34
Consolidated Capital Management
California
$2.77M +$436K +12,130 +18%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$2.69M -$14.6M -406,420 -84%
Kayne Anderson Rudnick Investment Management
36
Kayne Anderson Rudnick Investment Management
California
$2.63M -$124K -3,455 -4%
GT
37
Glenview Trust
Kentucky
$2.61M -$145K -4,030 -5%
Goldman Sachs
38
Goldman Sachs
New York
$2.53M -$15.9M -442,265 -86%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$2.25M -$534K -14,845 -19%
MML Investors Services
40
MML Investors Services
Massachusetts
$2.14M -$573K -15,935 -20%
HPWM
41
Highland Private Wealth Management
Washington
$2.05M +$2.14M +59,380 New
PAG
42
Private Advisory Group
Washington
$2.05M +$2.14M +59,380 New
JP Morgan Chase
43
JP Morgan Chase
New York
$1.98M -$379K -10,520 -16%
AG
44
Advisor Group
Arizona
$1.91M -$212K -5,890 -10%
PAG
45
Pinnacle Advisory Group
Maryland
$1.85M +$92.3K +2,565 +5%
PIA
46
Peachtree Investment Advisors
Georgia
$1.83M +$114K +3,175 +6%
CIBC World Market
47
CIBC World Market
Ontario, Canada
$1.79M +$1.86M +51,815 New
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$1.64M +$25.9K +720 +2%
FUBT
49
First United Bank & Trust
Maryland
$1.61M -$21.6K -600 -1%
CCA
50
Conservest Capital Advisors
Pennsylvania
$1.58M -$181K -5,035 -10%
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IYH Hedge Fund Activity: Q1 2018 in Review

247 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q1 2018, worth a combined $755M — down 11% from $851M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new IYH positions and 23 closed out — a net gain of 10 holders — while 54 added to existing stakes and 76 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $28.8M. The largest seller was Bank of Montreal, cutting an estimated $53.1M.

  • 247 institutional investors held iShares US Healthcare ETF (IYH) as of Q1 2018, up from 241 in Q4 2017.
  • Funds reported $755M of iShares US Healthcare ETF stock for Q1 2018, down 11% quarter-over-quarter.
  • 33 funds opened new iShares US Healthcare ETF positions in Q1 2018 and 23 closed out, a net change of +10 holders.
  • The largest iShares US Healthcare ETF buyer in Q1 2018 was Morgan Stanley, an estimated $28.8M added.
  • The largest iShares US Healthcare ETF seller in Q1 2018 was Bank of Montreal, an estimated $53.1M sold.

Based on aggregated 13F filings for Q1 2018.