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iShares US Healthcare ETF
IYH

190 hedge funds and large institutions have $853M invested in iShares US Healthcare ETF in 2016 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 49 increasing their positions, 67 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.79% more ownership

Funds ownership: 229.92% → 234.72% (+4.8%)

6% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 32

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

4% less capital invested

Capital invested by funds: $891M → $853M (-$37.5M)

1% less funds holding

Funds holding: 192 → 190 (-2)

27% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 67

90% less call options, than puts

Call options by funds: $520K | Put options by funds: $5.26M

Holders
190
Holders Change
-2
Holders Change %
-1.04%
% of All Funds
4.75%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
34
Increased
49
Reduced
67
Closed
32
Calls
$520K
Puts
$5.26M
Net Calls
-$4.74M
Net Calls Change
-$4.84M

Top Buyers

Rank Fund Capital Flow
1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$86.9M
2
UBS Group
UBS Group
Switzerland
+$9.39M
3
Morgan Stanley
Morgan Stanley
New York
+$7.08M
4
MLIC
Mandatum Life Insurance Company
Finland
+$5.9M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$5.25M

Top Sellers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
-$40.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$31.3M
3
UCFA
United Capital Financial Advisors
Texas
-$29.6M
4
SFI
SPC Financial Inc
Maryland
-$9.32M
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$6.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
MC
101
Moors & Cabot
Massachusetts
$387K -$9.28K -320 -2%
KF
102
Krilogy Financial
Missouri
$374K – – –
BCFS
103
Butensky & Cohen Financial Security
Florida
$373K -$5.8K -200 -2%
SMC
104
Smith, Moore & Co
Missouri
$372K +$5.51K +190 +1%
Northern Trust
105
Northern Trust
Illinois
$354K -$11.9K -410 -3%
AA
106
Ancora Advisors
Ohio
$349K +$68.6K +2,365 +24%
NFG
107
Next Financial Group
Texas
$339K +$1.88K +65 +0.6%
AC
108
Alexandria Capital
Virginia
$338K -$56.8K -1,960 -14%
RAM
109
Riggs Asset Management
Pennsylvania
$336K -$43.5K -1,500 -11%
BIM
110
BlackRock Investment Management
Delaware
$331K +$178K +6,125 +114%
FCI
111
Financial Counselors Inc
Kansas
$328K +$329K +11,365 New
Koshinski Asset Management
112
Koshinski Asset Management
Illinois
$327K -$6.75M -233,040 -95%
AMG
113
Advisors Management Group
Wisconsin
$322K – – –
RIA
114
Regal Investment Advisors
Michigan
$320K -$267K -9,195 -45%
CPA
115
Clear Perspective Advisors
Illinois
$303K +$304K +10,500 New
DC
116
Davenport & Co
Virginia
$292K +$294K +10,135 New
GP
117
Girard Partners
Pennsylvania
$290K +$292K +10,075 New
NSIM
118
North Star Investment Management
Illinois
$274K +$275K +9,500 New
RW
119
Rand Wealth
Maryland
$267K – – –
VKH
120
Virtu KCG Holdings
New York
$265K -$861K -29,705 -76%
HCIA
121
Hochman Cole Investment Advisors
Illinois
$261K +$262K +9,050 New
JMPWA
122
JP Morgan Private Wealth Advisors
California
$260K -$148K -5,090 -36%
Fidelity Investments
123
Fidelity Investments
Massachusetts
$257K +$3.77K +130 +1%
AA
124
Apriem Advisors
California
$255K +$43.5K +1,500 +20%
IIA
125
IPG Investment Advisors
California
$251K – – –
3 4
5
6 7

IYH Hedge Fund Activity: Q4 2016 in Review

190 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q4 2016, worth a combined $853M — down 4.2% from $891M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new IYH positions and 32 closed out — a net gain of 2 holders — while 49 added to existing stakes and 67 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $86.9M. The largest seller was AssetMark Inc, cutting an estimated $40.2M.

  • 190 institutional investors held iShares US Healthcare ETF (IYH) as of Q4 2016, down from 192 in Q3 2016.
  • Funds reported $853M of iShares US Healthcare ETF stock for Q4 2016, down 4.2% quarter-over-quarter.
  • 34 funds opened new iShares US Healthcare ETF positions in Q4 2016 and 32 closed out, a net change of +2 holders.
  • The largest iShares US Healthcare ETF buyer in Q4 2016 was Manulife (Manufacturers Life Insurance), an estimated $86.9M added.
  • The largest iShares US Healthcare ETF seller in Q4 2016 was AssetMark Inc, an estimated $40.2M sold.

Based on aggregated 13F filings for Q4 2016.