iShares US Healthcare ETF
202 hedge funds and large institutions have $791M invested in iShares US Healthcare ETF in 2017 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 55 increasing their positions, 64 reducing their positions, and 21 closing their positions.
76% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 21
6% more funds holding
Funds holding: 190 → 202 (+12)
7% less capital invested
Capital invested by funds: $853M → $791M (-$61.6M)
14% less repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 64
17% less call options, than puts
Call options by funds: $1.46M | Put options by funds: $1.76M
19.92% less ownership
Funds ownership: 234.72% → 214.8% (-20%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$19.6M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$8.18M |
| 3 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
+$7.79M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$5.12M |
| 5 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$4.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$91.6M |
| 2 |
AssetMark Inc
Concord,
California
|
-$56.3M |
| 3 |
Morgan Stanley
New York
|
-$15.5M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.43M |
| 5 |
BS
Banco Santander
Madrid,
Spain
|
-$4.01M |
IYH Hedge Fund Activity: Q1 2017 in Review
202 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q1 2017, worth a combined $791M — down 7.2% from $853M a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new IYH positions and 21 closed out — a net gain of 16 holders — while 55 added to existing stakes and 64 trimmed.
The largest buyer was BlackRock, adding an estimated $19.6M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $91.6M.
- 202 institutional investors held iShares US Healthcare ETF (IYH) as of Q1 2017, up from 190 in Q4 2016.
- Funds reported $791M of iShares US Healthcare ETF stock for Q1 2017, down 7.2% quarter-over-quarter.
- 37 funds opened new iShares US Healthcare ETF positions in Q1 2017 and 21 closed out, a net change of +16 holders.
- The largest iShares US Healthcare ETF buyer in Q1 2017 was BlackRock, an estimated $19.6M added.
- The largest iShares US Healthcare ETF seller in Q1 2017 was Manulife (Manufacturers Life Insurance), an estimated $91.6M sold.
Based on aggregated 13F filings for Q1 2017.