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iShares US Healthcare ETF

304 hedge funds and large institutions have $793M invested in iShares US Healthcare ETF in 2020 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 76 increasing their positions, 108 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $2.48M | Put options by funds: $1.34M

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

6% less funds holding

Funds holding: 324304 (-20)

10.39% less ownership

Funds ownership: 209.76%199.37% (-10%)

15% less capital invested

Capital invested by funds: $930M → $793M (-$137M)

30% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 108

33% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 46

Holders
304
Holders Change
-20
Holders Change %
-6.17%
% of All Funds
6.7%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
31
Increased
76
Reduced
108
Closed
46
Calls
$2.48M
Puts
$1.34M
Net Calls
+$1.14M
Net Calls Change
-$2.81M
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
51
Conservest Capital Advisors
Pennsylvania
$1.53M -$8.43K -205 -0.5%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$1.51M +$1.33M +32,275 +400%
PJB
53
Paul John Balson
California
$1.5M +$1.65M +40,055 New
VFM
54
Vivid Financial Management
California
$1.48M +$103K +2,500 +7%
CB
55
Commerce Bank
Missouri
$1.45M -$10.3K -250 -0.6%
GT
56
Glenview Trust
Kentucky
$1.44M +$158K +3,845 +11%
MAWCM
57
Mine & Arao Wealth Creation & Management
California
$1.39M +$30.8K +750 +2%
IA
58
IFG Advisory
Georgia
$1.34M +$11.1K +270 +0.8%
Thrivent Financial for Lutherans
59
Thrivent Financial for Lutherans
Minnesota
$1.31M +$4.32K +105 +0.3%
Stifel Financial
60
Stifel Financial
Missouri
$1.29M +$15.6K +380 +1%
SPC
61
Sigma Planning Corp
Michigan
$1.28M -$1.37M -33,325 -49%
GWM
62
Geneos Wealth Management
Colorado
$1.2M -$54.1K -1,315 -4%
SB
63
Simmons Bank
Arkansas
$1.16M +$42.2K +1,025 +3%
TI
64
Trexquant Investment
Connecticut
$1.13M +$1.23M +30,020 New
CIBC World Market
65
CIBC World Market
Ontario, Canada
$1.12M -$144K -3,510 -11%
MLIC
66
Mandatum Life Insurance Company
Finland
$1.09M -$34.3K -835 -3%
AW
67
ACG Wealth
Georgia
$1.08M
Bank Julius Baer & Co
68
Bank Julius Baer & Co
Switzerland
$1.07M +$1.17M +28,550 New
PAG
69
Pinnacle Advisory Group
Maryland
$1.06M -$786K -19,120 -40%
KM
70
Kalos Management
Georgia
$1.06M -$77.1K -1,875 -7%
Creative Planning
71
Creative Planning
Kansas
$1.06M +$134K +3,250 +13%
ACM
72
AUA Capital Management
Pennsylvania
$1.05M +$92.9K +2,260 +9%
Kayne Anderson Rudnick Investment Management
73
Kayne Anderson Rudnick Investment Management
California
$1.01M -$423K -10,280 -28%
FHB
74
First Hawaiian Bank
Hawaii
$1.01M +$1.11M +26,880 New
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$993K -$55.3K -1,345 -5%

IYH Hedge Fund Activity: Q1 2020 in Review

304 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q1 2020, worth a combined $793M — down 15% from $930M a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of IYH and 31 opened new positions — a net loss of 15 holders — while 108 trimmed existing stakes and 76 added.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $122M. The largest seller was Tredje AP-fonden, exiting entirely with an estimated $89.7M sold.

  • 304 institutional investors held iShares US Healthcare ETF (IYH) as of Q1 2020, down from 324 in Q4 2019.
  • Funds reported $793M of iShares US Healthcare ETF stock for Q1 2020, down 15% quarter-over-quarter.
  • 31 funds opened new iShares US Healthcare ETF positions in Q1 2020 and 46 closed out, a net change of -15 holders.
  • The largest iShares US Healthcare ETF buyer in Q1 2020 was Manulife (Manufacturers Life Insurance), an estimated $122M added.
  • The largest iShares US Healthcare ETF seller in Q1 2020 was Tredje AP-fonden, an estimated $89.7M sold.

Based on aggregated 13F filings for Q1 2020.