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iShares US Healthcare ETF

289 hedge funds and large institutions have $873M invested in iShares US Healthcare ETF in 2019 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 73 increasing their positions, 112 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

661% more call options, than puts

Call options by funds: $3.42M | Put options by funds: $449K

4% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 28

1% less funds holding

Funds holding: 293289 (-4)

15% less capital invested

Capital invested by funds: $1.03B → $873M (-$160M)

15.51% less ownership

Funds ownership: 217.37%201.86% (-16%)

35% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 112

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
289
Holders Change
-4
Holders Change %
-1.37%
% of All Funds
6.28%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
29
Increased
73
Reduced
112
Closed
28
Calls
$3.42M
Puts
$449K
Net Calls
+$2.97M
Net Calls Change
+$235K
Name Holding Trade Value Shares
Change
Change in
Stake
FUBT
76
First United Bank & Trust
Maryland
$872K -$474K -12,510 -36%
PA
77
PFG Advisors
Arizona
$826K -$35.8K -945 -4%
CFGS
78
Concourse Financial Group Securities
Alabama
$825K -$6.83M -180,405 -90%
PD
79
Planning Directions
Pennsylvania
$825K -$3.79K -100 -0.5%
PAG
80
Private Advisory Group
Washington
$820K +$794K +20,985 New
CIA
81
CSat Investment Advisory
Michigan
$817K -$107K -2,830 -12%
PNC
82
Park National Corp
Ohio
$803K -$38K -1,005 -5%
XSC
83
X-Square Capital
Puerto Rico
$802K +$189 +5 +0%
PFS
84
Prospera Financial Services
Texas
$802K +$774K +20,445 New
JFGIW
85
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$798K
FHC
86
First Heartland Consultants
Missouri
$797K +$316K +8,355 +69%
Bank of New York Mellon
87
Bank of New York Mellon
New York
$793K -$147K -3,895 -16%
SWP
88
Stratos Wealth Partners
Ohio
$793K -$104K -2,740 -12%
GRP
89
Global Retirement Partners
California
$793K +$371K +9,800 +93%
BTS
90
BB&T Securities
Virginia
$780K +$105K +2,765 +16%
FFN
91
Focus Financial Network
Minnesota
$779K +$1.32K +35 +0.2%
MBT
92
Monroe Bank & Trust
Michigan
$772K -$5.87K -155 -0.8%
AllianceBernstein
93
AllianceBernstein
Tennessee
$768K
AIM
94
Acropolis Investment Management
Missouri
$749K
WB
95
WesBanco Bank
West Virginia
$748K +$3.22K +85 +0.4%
Fidelity Investments
96
Fidelity Investments
Massachusetts
$745K -$29.9K -790 -4%
TRCT
97
Tower Research Capital (TRC)
New York
$730K -$2.31M -60,910 -77%
William Blair & Company
98
William Blair & Company
Illinois
$724K +$83.1K +2,195 +13%
SPC
99
Sigma Planning Corp
Michigan
$720K +$57.9K +1,530 +9%
NA
100
NewEdge Advisors
Louisiana
$699K -$157K -4,160 -19%

IYH Hedge Fund Activity: Q2 2019 in Review

289 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q2 2019, worth a combined $873M — down 15% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IYH positions and 28 closed out — a net gain of 1 holder — while 73 added to existing stakes and 112 trimmed.

The largest buyer was BlackRock, adding an estimated $109M. The largest seller was Manulife (Manufacturers Life Insurance), exiting entirely with an estimated $74.5M sold.

  • 289 institutional investors held iShares US Healthcare ETF (IYH) as of Q2 2019, down from 293 in Q1 2019.
  • Funds reported $873M of iShares US Healthcare ETF stock for Q2 2019, down 15% quarter-over-quarter.
  • 29 funds opened new iShares US Healthcare ETF positions in Q2 2019 and 28 closed out, a net change of +1 holder.
  • The largest iShares US Healthcare ETF buyer in Q2 2019 was BlackRock, an estimated $109M added.
  • The largest iShares US Healthcare ETF seller in Q2 2019 was Manulife (Manufacturers Life Insurance), an estimated $74.5M sold.

Based on aggregated 13F filings for Q2 2019.