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iShares US Healthcare ETF

293 hedge funds and large institutions have $1.03B invested in iShares US Healthcare ETF in 2019 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 66 increasing their positions, 104 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

277% more call options, than puts

Call options by funds: $3.72M | Put options by funds: $988K

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

29% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 35

11.35% more ownership

Funds ownership: 206.02%217.37% (+11%)

10% more capital invested

Capital invested by funds: $940M → $1.03B (+$93.1M)

1% more funds holding

Funds holding: 289293 (+4)

37% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 104

Holders
293
Holders Change
+4
Holders Change %
+1.38%
% of All Funds
6.34%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
45
Increased
66
Reduced
104
Closed
35
Calls
$3.72M
Puts
$988K
Net Calls
+$2.73M
Net Calls Change
-$956K
Name Holding Trade Value Shares
Change
Change in
Stake
AA
76
Apriem Advisors
California
$1.13M +$6.65K +175 +0.6%
VA
77
Valmark Advisers
Ohio
$1.06M -$380 -10 -0%
MCM
78
Manchester Capital Management
Vermont
$1.04M
OWD
79
Osborn Williams & Donohoe
Ohio
$1M +$9.5K +250 +1%
Creative Planning
80
Creative Planning
Kansas
$997K +$88.7K +2,335 +10%
SPIA
81
Steward Partners Investment Advisory
New York
$992K +$23.6K +620 +2%
TW
82
Transform Wealth
Colorado
$955K +$438K +11,530 +88%
KM
83
Kalos Management
Georgia
$943K -$184K -4,850 -17%
Bank of New York Mellon
84
Bank of New York Mellon
New York
$939K -$141K -3,715 -13%
BPC
85
Banque Pictet & Cie
Switzerland
$934K -$190K -5,000 -17%
PAG
86
Pinnacle Advisory Group
Maryland
$930K +$912K +24,000 New
CIA
87
CSat Investment Advisory
Michigan
$920K +$297K +7,820 +49%
SWP
88
Stratos Wealth Partners
Ohio
$893K -$53.6K -1,410 -6%
FDCDDQ
89
Federation des caisses Desjardins du Quebec
Quebec, Canada
$855K +$27.2K +715 +3%
NA
90
NewEdge Advisors
Louisiana
$855K -$190K -4,995 -18%
PS
91
Portfolio Strategies
New York
$842K +$825K +21,725 New
CA
92
Cetera Advisors
Colorado
$839K -$647K -17,040 -44%
PA
93
PFG Advisors
Arizona
$836K -$21.8K -575 -3%
PNC
94
Park National Corp
Ohio
$835K
OWA
95
Outlook Wealth Advisors
Texas
$824K +$574K +15,115 +245%
PD
96
Planning Directions
Pennsylvania
$822K +$43.7K +1,150 +6%
XSC
97
X-Square Capital
Puerto Rico
$796K +$570 +15 +0.1%
JFGIW
98
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$792K -$89.3K -2,350 -10%
MBT
99
Monroe Bank & Trust
Michigan
$772K -$37.4K -985 -5%
FFN
100
Focus Financial Network
Minnesota
$771K +$756K +19,905 New

IYH Hedge Fund Activity: Q1 2019 in Review

293 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q1 2019, worth a combined $1.03B — up 9.9% from $940M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new IYH positions and 35 closed out — a net gain of 10 holders — while 66 added to existing stakes and 104 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), opening a new position worth an estimated $73M. The largest seller was Bank of Montreal, cutting an estimated $55.5M.

  • 293 institutional investors held iShares US Healthcare ETF (IYH) as of Q1 2019, up from 289 in Q4 2018.
  • Funds reported $1.03B of iShares US Healthcare ETF stock for Q1 2019, up 9.9% quarter-over-quarter.
  • 45 funds opened new iShares US Healthcare ETF positions in Q1 2019 and 35 closed out, a net change of +10 holders.
  • The largest iShares US Healthcare ETF buyer in Q1 2019 was Manulife (Manufacturers Life Insurance), an estimated $73M added.
  • The largest iShares US Healthcare ETF seller in Q1 2019 was Bank of Montreal, an estimated $55.5M sold.

Based on aggregated 13F filings for Q1 2019.