iShares US Healthcare ETF
289 hedge funds and large institutions have $940M invested in iShares US Healthcare ETF in 2018 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 101 increasing their positions, 66 reducing their positions, and 35 closing their positions.
475% more call options, than puts
Call options by funds: $4.47M | Put options by funds: $777K
63% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 35
53% more repeat investments, than reductions
Existing positions increased: 101 | Existing positions reduced: 66
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
7% more funds holding
Funds holding: 270 → 289 (+19)
5% less capital invested
Capital invested by funds: $991M → $940M (-$51.4M)
10.78% less ownership
Funds ownership: 216.8% → 206.02% (-11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$59.9M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$17.8M |
| 3 |
Goldman Sachs
New York
|
+$17.2M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$16.4M |
| 5 |
GC
Grimes & Company
Westborough,
Massachusetts
|
+$12.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAF
Tredje AP-fonden
Se-111 91 Stockholm,
Sweden
|
-$79.7M |
| 2 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$44.5M |
| 3 |
Morgan Stanley
New York
|
-$25.8M |
| 4 |
TPWA
TRUE Private Wealth Advisors
Salem,
Oregon
|
-$11.6M |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$7.98M |
IYH Hedge Fund Activity: Q4 2018 in Review
289 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q4 2018, worth a combined $940M — down 5.2% from $991M a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new IYH positions and 35 closed out — a net gain of 22 holders — while 101 added to existing stakes and 66 trimmed.
The largest buyer was Bank of Montreal, adding an estimated $59.9M. The largest seller was Tredje AP-fonden, cutting an estimated $79.7M.
- 289 institutional investors held iShares US Healthcare ETF (IYH) as of Q4 2018, up from 270 in Q3 2018.
- Funds reported $940M of iShares US Healthcare ETF stock for Q4 2018, down 5.2% quarter-over-quarter.
- 57 funds opened new iShares US Healthcare ETF positions in Q4 2018 and 35 closed out, a net change of +22 holders.
- The largest iShares US Healthcare ETF buyer in Q4 2018 was Bank of Montreal, an estimated $59.9M added.
- The largest iShares US Healthcare ETF seller in Q4 2018 was Tredje AP-fonden, an estimated $79.7M sold.
Based on aggregated 13F filings for Q4 2018.