iShares US Healthcare ETF
270 hedge funds and large institutions have $991M invested in iShares US Healthcare ETF in 2018 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 87 increasing their positions, 55 reducing their positions, and 14 closing their positions.
214% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 14
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
58% more repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 55
31% more capital invested
Capital invested by funds: $755M → $991M (+$236M)
13% more funds holding
Funds holding: 240 → 270 (+30)
5.52% more ownership
Funds ownership: 211.28% → 216.8% (+5.5%)
51% less call options, than puts
Call options by funds: $791K | Put options by funds: $1.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DF
Donoghue Forlines
Boston,
Massachusetts
|
+$24.5M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$18.6M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$17M |
| 4 |
TPWA
TRUE Private Wealth Advisors
Salem,
Oregon
|
+$11M |
| 5 |
KP
Keel Point
Huntsville,
Alabama
|
+$9.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$15.8M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$7.93M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$5.81M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$4.48M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$4.48M |
IYH Hedge Fund Activity: Q3 2018 in Review
270 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q3 2018, worth a combined $991M — up 31% from $755M a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new IYH positions and 14 closed out — a net gain of 30 holders — while 87 added to existing stakes and 55 trimmed.
The largest buyer was Donoghue Forlines, opening a new position worth an estimated $24.5M. The largest seller was Morgan Stanley, cutting an estimated $15.8M.
- 270 institutional investors held iShares US Healthcare ETF (IYH) as of Q3 2018, up from 240 in Q2 2018.
- Funds reported $991M of iShares US Healthcare ETF stock for Q3 2018, up 31% quarter-over-quarter.
- 44 funds opened new iShares US Healthcare ETF positions in Q3 2018 and 14 closed out, a net change of +30 holders.
- The largest iShares US Healthcare ETF buyer in Q3 2018 was Donoghue Forlines, an estimated $24.5M added.
- The largest iShares US Healthcare ETF seller in Q3 2018 was Morgan Stanley, an estimated $15.8M sold.
Based on aggregated 13F filings for Q3 2018.