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iShares US Healthcare ETF
IYH

240 hedge funds and large institutions have $755M invested in iShares US Healthcare ETF in 2018 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 70 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

332% more call options, than puts

Call options by funds: $6.08M | Put options by funds: $1.41M

4.88% more ownership

Funds ownership: 206.4% → 211.28% (+4.9%)

0% more capital invested

Capital invested by funds: $755M → $755M (+$255K)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less funds holding

Funds holding: 247 → 240 (-7)

23% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 70

28% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 25

Holders
240
Holders Change
-7
Holders Change %
-2.83%
% of All Funds
5.49%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
54
Reduced
70
Closed
25
Calls
$6.08M
Puts
$1.41M
Net Calls
+$4.67M
Net Calls Change
-$768K

Top Buyers

1
CWM
Cornerstone Wealth Management
Missouri
+$43.6M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$13.1M
3
CS
Credit Suisse
Switzerland
+$4.11M
4
Bank of America
Bank of America
North Carolina
+$2.03M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.68M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$15.7M
2
RAM
Riggs Asset Management
Pennsylvania
-$6.92M
3
SG Americas Securities
SG Americas Securities
New York
-$6.31M
4
UCFA
United Capital Financial Advisors
Texas
-$4.33M
5
GC
Grimes & Company
Massachusetts
-$4.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
26
Stillwater Capital Advisors
Pennsylvania
$4.07M +$8.29K +235 +0.2%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$4M -$81.1K -2,300 -2%
Citigroup
28
Citigroup
New York
$3.59M -$11.8K -335 -0.3%
JP Morgan Chase
29
JP Morgan Chase
New York
$3.24M +$1.19M +33,690 +59%
UR
30
USCA RIA
Texas
$3.13M +$28.4K +805 +0.9%
GT
31
Glenview Trust
Kentucky
$2.96M +$265K +7,510 +10%
HNB
32
Huntington National Bank
Ohio
$2.88M – – –
Kayne Anderson Rudnick Investment Management
33
Kayne Anderson Rudnick Investment Management
California
$2.7M -$18.2K -515 -0.7%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$2.3M -$27.9K -790 -1%
CCM
35
Consolidated Capital Management
California
$2.29M -$565K -16,040 -20%
PIA
36
Peachtree Investment Advisors
Georgia
$2.08M +$187K +5,300 +10%
PAG
37
Pinnacle Advisory Group
Maryland
$2.02M +$106K +3,020 +6%
CIBC World Market
38
CIBC World Market
Ontario, Canada
$1.9M +$50.2K +1,425 +3%
MML Investors Services
39
MML Investors Services
Massachusetts
$1.79M -$415K -11,760 -19%
IA
40
IFP Advisors
Florida
$1.74M -$2.08M -59,105 -55%
FAAS
41
First Allied Advisory Services
California
$1.7M +$293K +8,305 +21%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$1.65M -$36K -1,020 -2%
AG
43
Advisor Group
Arizona
$1.65M -$317K -9,005 -16%
FUBT
44
First United Bank & Trust
Maryland
$1.65M -$19K -540 -1%
CA
45
Cetera Advisors
Colorado
$1.63M +$22.4K +635 +1%
CCA
46
Conservest Capital Advisors
Pennsylvania
$1.53M -$100K -2,850 -6%
Stifel Financial
47
Stifel Financial
Missouri
$1.47M +$343K +9,735 +31%
CB
48
Commerce Bank
Missouri
$1.44M -$27.3K -775 -2%
SXL
49
Summit X LLC
Missouri
$1.42M -$71.6K -2,030 -5%
CWM
50
Cornerstone Wealth Management
Missouri
$1.39M +$43.6M +1,237,455 +17,404%
1
2
3 4 5

IYH Hedge Fund Activity: Q2 2018 in Review

240 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q2 2018, worth a combined $755M — up 0.03% from $755M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of IYH and 18 opened new positions — a net loss of 7 holders — while 70 trimmed existing stakes and 54 added.

The largest buyer was Cornerstone Wealth Management, adding an estimated $43.6M. The largest seller was Bank of New York Mellon, cutting an estimated $15.7M.

  • 240 institutional investors held iShares US Healthcare ETF (IYH) as of Q2 2018, down from 247 in Q1 2018.
  • Funds reported $755M of iShares US Healthcare ETF stock for Q2 2018, up 0.03% quarter-over-quarter.
  • 18 funds opened new iShares US Healthcare ETF positions in Q2 2018 and 25 closed out, a net change of -7 holders.
  • The largest iShares US Healthcare ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $43.6M added.
  • The largest iShares US Healthcare ETF seller in Q2 2018 was Bank of New York Mellon, an estimated $15.7M sold.

Based on aggregated 13F filings for Q2 2018.