We are live on ! Find out more
IYH icon

iShares US Healthcare ETF

289 hedge funds and large institutions have $873M invested in iShares US Healthcare ETF in 2019 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 73 increasing their positions, 112 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

661% more call options, than puts

Call options by funds: $3.42M | Put options by funds: $449K

4% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 28

1% less funds holding

Funds holding: 293289 (-4)

15% less capital invested

Capital invested by funds: $1.03B → $873M (-$160M)

15.51% less ownership

Funds ownership: 217.37%201.86% (-16%)

35% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 112

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
289
Holders Change
-4
Holders Change %
-1.37%
% of All Funds
6.28%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
29
Increased
73
Reduced
112
Closed
28
Calls
$3.42M
Puts
$449K
Net Calls
+$2.97M
Net Calls Change
+$235K
Name Holding Trade Value Shares
Change
Change in
Stake
PWW
26
Pettyjohn Wood & White
Virginia
$4.96M +$56.2K +1,485 +1%
SCA
27
Stillwater Capital Advisors
Pennsylvania
$4.6M +$176K +4,650 +4%
CIA
28
Capital Investment Advisors
Georgia
$4.53M -$25.2K -665 -0.6%
SAM
29
SP Asset Management
California
$4.44M +$3.41K +90 +0.1%
FEM
30
Fulcrum Equity Management
Texas
$4.31M +$4.22M +111,445 New
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$4.15M +$864K +22,820 +27%
CWM
32
Connecticut Wealth Management
Connecticut
$4.06M +$3.94M +104,000 New
Citigroup
33
Citigroup
New York
$3.98M +$94.3K +2,490 +3%
FTS
34
Fifth Third Securities
Ohio
$3.45M +$3.35M +88,370 New
Citadel Advisors
35
Citadel Advisors
Florida
$3.08M -$41.3K -1,090 -1%
HNB
36
Huntington National Bank
Ohio
$2.9M
MML Investors Services
37
MML Investors Services
Massachusetts
$2.77M -$4.04M -106,790 -60%
CA
38
Corrado Advisors
New Jersey
$2.66M +$113K +2,980 +5%
AG
39
Advisor Group
Arizona
$2.64M -$1.25M -33,080 -33%
PAG
40
Private Advisor Group
New Jersey
$2.54M +$694K +18,345 +39%
CCM
41
Consolidated Capital Management
California
$2.52M +$2.08K +55 +0.1%
UR
42
USCA RIA
Texas
$2.34M -$6.81K -180 -0.3%
Kayne Anderson Rudnick Investment Management
43
Kayne Anderson Rudnick Investment Management
California
$2.21M -$221K -5,835 -9%
SPIA
44
Steward Partners Investment Advisory
New York
$1.99M +$960K +25,365 +99%
JIC
45
Johnson Investment Counsel
Ohio
$1.9M -$141K -3,725 -7%
Fiera Capital (Canada)
46
Fiera Capital (Canada)
Quebec, Canada
$1.86M +$1.42M +37,500 +370%
CIBC World Market
47
CIBC World Market
Ontario, Canada
$1.74M -$179K -4,730 -10%
CCA
48
Conservest Capital Advisors
Pennsylvania
$1.66M -$50.2K -1,325 -3%
FAAS
49
First Allied Advisory Services
California
$1.61M -$1.87M -49,405 -55%
GWM
50
Geneos Wealth Management
Colorado
$1.55M -$1.79M -47,365 -54%

IYH Hedge Fund Activity: Q2 2019 in Review

289 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q2 2019, worth a combined $873M — down 15% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IYH positions and 28 closed out — a net gain of 1 holder — while 73 added to existing stakes and 112 trimmed.

The largest buyer was BlackRock, adding an estimated $109M. The largest seller was Manulife (Manufacturers Life Insurance), exiting entirely with an estimated $74.5M sold.

  • 289 institutional investors held iShares US Healthcare ETF (IYH) as of Q2 2019, down from 293 in Q1 2019.
  • Funds reported $873M of iShares US Healthcare ETF stock for Q2 2019, down 15% quarter-over-quarter.
  • 29 funds opened new iShares US Healthcare ETF positions in Q2 2019 and 28 closed out, a net change of +1 holder.
  • The largest iShares US Healthcare ETF buyer in Q2 2019 was BlackRock, an estimated $109M added.
  • The largest iShares US Healthcare ETF seller in Q2 2019 was Manulife (Manufacturers Life Insurance), an estimated $74.5M sold.

Based on aggregated 13F filings for Q2 2019.