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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
HA
51
HC Advisors
Georgia
$2.77M -$63.6K -1,405 -2%
Truist Financial
52
Truist Financial
North Carolina
$2.72M +$294K +6,490 +12%
SPC
53
Sigma Planning Corp
Michigan
$2.59M +$205K +4,525 +9%
HNB
54
Huntington National Bank
Ohio
$2.47M
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$2.34M -$739K -16,330 -24%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$2.29M -$4.47M -98,665 -66%
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$2.25M +$96.6K +2,135 +5%
TRCT
58
Tower Research Capital (TRC)
New York
$2.21M +$1.49M +32,865 +208%
VFM
59
Vivid Financial Management
California
$2.08M +$21.7K +480 +1%
JMPWA
60
JP Morgan Private Wealth Advisors
California
$2M -$33.9K -750 -2%
CCA
61
Conservest Capital Advisors
Pennsylvania
$1.87M +$7.02K +155 +0.4%
Stifel Financial
62
Stifel Financial
Missouri
$1.82M +$141K +3,110 +8%
MAWCM
63
Mine & Arao Wealth Creation & Management
California
$1.78M +$102K +2,245 +6%
FAAS
64
First Allied Advisory Services
California
$1.78M -$708K -15,645 -29%
CB
65
Commerce Bank
Missouri
$1.75M -$11.3K -250 -0.6%
PJB
66
Paul John Balson
California
$1.6M -$317K -7,005 -17%
GT
67
Glenview Trust
Kentucky
$1.56M -$150K -3,310 -9%
SB
68
Simmons Bank
Arkansas
$1.46M -$21.5K -475 -1%
MLIC
69
Mandatum Life Insurance Company
Finland
$1.41M
IA
70
IFG Advisory
Georgia
$1.4M -$194K -4,290 -12%
CIBC World Market
71
CIBC World Market
Ontario, Canada
$1.39M +$160K +3,525 +13%
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$1.36M +$27.8K +615 +2%
AW
73
ACG Wealth
Georgia
$1.3M -$3.17K -70 -0.2%
Bank Julius Baer & Co
74
Bank Julius Baer & Co
Switzerland
$1.3M
FTUS
75
Flow Traders U.S.
New York
$1.3M +$1.29M +28,520 New

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.