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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
DLCIG
76
D.L. Carlson Investment Group
New Hampshire
$1.29M +$253K +5,580 +25%
PAG
77
Pinnacle Advisory Group
Maryland
$1.27M -$114K -2,520 -8%
Creative Planning
78
Creative Planning
Kansas
$1.26M -$48.2K -1,065 -4%
ACM
79
AUA Capital Management
Pennsylvania
$1.19M +$108K +2,390 +10%
SA
80
Silversage Advisors
California
$1.13M -$2.43M -53,670 -68%
Kayne Anderson Rudnick Investment Management
81
Kayne Anderson Rudnick Investment Management
California
$1.1M -$48.4K -1,070 -4%
GWM
82
Geneos Wealth Management
Colorado
$1.04M -$333K -7,350 -24%
VA
83
Valmark Advisers
Ohio
$1.02M +$11.5K +255 +1%
IFG
84
Independent Financial Group
California
$1M -$7.24K -160 -0.7%
FDCDDQ
85
Federation des caisses Desjardins du Quebec
Quebec, Canada
$975K +$105K +2,310 +12%
Fidelity Investments
86
Fidelity Investments
Massachusetts
$945K -$15.8K -350 -2%
PD
87
Planning Directions
Pennsylvania
$925K -$5.88K -130 -0.6%
OIA
88
OneDigital Investment Advisors
Kansas
$911K -$22.6K -500 -2%
AA
89
Apriem Advisors
California
$909K -$144K -3,185 -14%
Prudential Financial
90
Prudential Financial
New Jersey
$888K +$501K +11,075 +131%
FFN
91
Focus Financial Network
Minnesota
$874K -$19.2K -425 -2%
NP
92
NorthRock Partners
Minnesota
$874K -$453 -10 -0.1%
DC
93
Davenport & Co
Virginia
$871K -$72.7K -1,605 -8%
PWAP
94
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$846K +$345K +7,625 +69%
IFS
95
Ifrah Financial Services
Arkansas
$841K -$14.9K -330 -2%
NF
96
Nikulski Financial
Iowa
$837K +$115K +2,530 +16%
PA
97
Pinnacle Associates
New York
$807K +$11.3K +250 +1%
GRP
98
Global Retirement Partners
California
$794K +$7.02K +155 +0.9%
AIA
99
Armor Investment Advisors
North Carolina
$781K
AIM
100
Acropolis Investment Management
Missouri
$779K -$21.5K -475 -3%

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.