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iShares US Healthcare ETF
IYH

190 hedge funds and large institutions have $853M invested in iShares US Healthcare ETF in 2016 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 49 increasing their positions, 67 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.79% more ownership

Funds ownership: 229.92% → 234.72% (+4.8%)

6% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 32

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

4% less capital invested

Capital invested by funds: $891M → $853M (-$37.5M)

1% less funds holding

Funds holding: 192 → 190 (-2)

27% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 67

90% less call options, than puts

Call options by funds: $520K | Put options by funds: $5.26M

Holders
190
Holders Change
-2
Holders Change %
-1.04%
% of All Funds
4.75%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
34
Increased
49
Reduced
67
Closed
32
Calls
$520K
Puts
$5.26M
Net Calls
-$4.74M
Net Calls Change
-$4.84M

Top Buyers

Rank Fund Capital Flow
1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$86.9M
2
UBS Group
UBS Group
Switzerland
+$9.39M
3
Morgan Stanley
Morgan Stanley
New York
+$7.08M
4
MLIC
Mandatum Life Insurance Company
Finland
+$5.9M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$5.25M

Top Sellers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
-$40.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$31.3M
3
UCFA
United Capital Financial Advisors
Texas
-$29.6M
4
SFI
SPC Financial Inc
Maryland
-$9.32M
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$6.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$1.4M -$507K -17,490 -27%
CB
52
Commerce Bank
Missouri
$1.37M – – –
KM
53
Kalos Management
Georgia
$1.36M -$61.2K -2,110 -4%
SB
54
Suntrust Banks
Georgia
$1.35M +$367K +12,650 +37%
CA
55
Cetera Advisors
Colorado
$1.26M +$34.2K +1,180 +3%
AW
56
ACG Wealth
Georgia
$1.15M – – –
SPL
57
Smart Portfolios LLC
Washington
$1.08M +$213K +7,335 +24%
JSAM
58
J. Safra Asset Management
New York
$1.02M +$1.03M +35,540 New
PAM
59
PVG Asset Management
Colorado
$995K +$1M +34,525 New
VNIM
60
Vaughan Nelson Investment Management
Texas
$962K – – –
IP
61
Intellectus Partners
California
$937K +$942K +32,500 New
TH
62
Timber Hill
Connecticut
$900K -$5.18M -178,850 -85%
Stifel Financial
63
Stifel Financial
Missouri
$900K +$388K +13,400 +75%
FAAS
64
First Allied Advisory Services
California
$899K +$12.3K +425 +1%
PAG
65
Pinnacle Advisory Group
Maryland
$877K -$107K -3,700 -11%
PAI
66
Pittenger & Anderson Inc
Nebraska
$865K – – –
OWD
67
Osborn Williams & Donohoe
Ohio
$858K -$1.45K -50 -0.2%
GWM
68
Geneos Wealth Management
Colorado
$793K -$49.4K -1,705 -6%
JFGIW
69
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$780K – – –
SFSIG
70
San Francisco Sentry Investment Group
California
$779K -$16.8K -580 -2%
MCM
71
Manchester Capital Management
Vermont
$775K – – –
JIC
72
Johnson Investment Counsel
Ohio
$762K -$87.5K -3,020 -10%
PNC
73
Park National Corp
Ohio
$755K -$29K -1,000 -4%
AIM
74
Acropolis Investment Management
Missouri
$740K -$74.3K -2,565 -9%
SI
75
SII Investments
Wisconsin
$723K -$71K -2,450 -9%
1 2
3
4 5

IYH Hedge Fund Activity: Q4 2016 in Review

190 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q4 2016, worth a combined $853M — down 4.2% from $891M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new IYH positions and 32 closed out — a net gain of 2 holders — while 49 added to existing stakes and 67 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $86.9M. The largest seller was AssetMark Inc, cutting an estimated $40.2M.

  • 190 institutional investors held iShares US Healthcare ETF (IYH) as of Q4 2016, down from 192 in Q3 2016.
  • Funds reported $853M of iShares US Healthcare ETF stock for Q4 2016, down 4.2% quarter-over-quarter.
  • 34 funds opened new iShares US Healthcare ETF positions in Q4 2016 and 32 closed out, a net change of +2 holders.
  • The largest iShares US Healthcare ETF buyer in Q4 2016 was Manulife (Manufacturers Life Insurance), an estimated $86.9M added.
  • The largest iShares US Healthcare ETF seller in Q4 2016 was AssetMark Inc, an estimated $40.2M sold.

Based on aggregated 13F filings for Q4 2016.