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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
SFG
26
Sowa Financial Group
Rhode Island
$6.75M +$119K +2,630 +2%
OWA
27
Outlook Wealth Advisors
Texas
$6.52M +$348K +7,690 +6%
GLA
28
Great Lakes Advisors
Illinois
$6.4M -$117K -2,590 -2%
BCIM
29
British Columbia Investment Management
British Columbia, Canada
$6.17M -$5.85M -129,330 -49%
CAG
30
Csenge Advisory Group
Florida
$6.14M +$1.59M +35,150 +35%
AC
31
Alexandria Capital
Virginia
$6.01M +$899K +19,855 +18%
Citadel Advisors
32
Citadel Advisors
Florida
$5.96M -$1.66M -36,615 -22%
SCA
33
Stillwater Capital Advisors
Pennsylvania
$5.39M -$10.2K -225 -0.2%
SAM
34
SP Asset Management
California
$5.31M +$5.88K +130 +0.1%
PWW
35
Pettyjohn Wood & White
Virginia
$5.27M -$204K -4,500 -4%
CIA
36
Capital Investment Advisors
Georgia
$4.9M -$46.4K -1,025 -0.9%
CWM
37
Connecticut Wealth Management
Connecticut
$4.75M -$183K -4,035 -4%
FCFC
38
First Citizens Financial Corp
Iowa
$4.33M -$142K -3,130 -3%
Lido Advisors
39
Lido Advisors
California
$4.02M -$312K -6,890 -7%
MML Investors Services
40
MML Investors Services
Massachusetts
$3.97M +$269K +5,940 +7%
KAS
41
Kestra Advisory Services
Texas
$3.83M +$3.82M +84,345 New
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$3.81M -$968K -21,390 -20%
IMC Chicago
43
IMC Chicago
Illinois
$3.78M +$319K +7,040 +9%
JIC
44
Johnson Investment Counsel
Ohio
$3.19M -$298K -6,580 -9%
SPIA
45
Steward Partners Investment Advisory
New York
$3.16M +$308K +6,805 +11%
BS
46
Banco Santander
Spain
$3.13M +$596K +13,175 +24%
Citigroup
47
Citigroup
New York
$3.06M -$284K -6,275 -9%
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
$3M +$1.41M +31,160 +89%
AAS
49
Avantax Advisory Services
Texas
$2.95M +$1.84M +40,715 +168%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$2.86M -$3.11M -68,780 -52%

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.