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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
PA
101
Pinnacle Associates
New York
$683K -$30.7K -810 -4%
AIA
102
Armor Investment Advisors
North Carolina
$654K
US Bancorp
103
US Bancorp
Minnesota
$641K +$197K +5,195 +46%
DC
104
Davenport & Co
Virginia
$622K -$32.6K -860 -5%
TC
105
Telemus Capital
Michigan
$620K -$30.3K -800 -5%
AWM
106
Alterna Wealth Management
Texas
$594K -$778K -20,555 -57%
SI
107
Stephens Inc
Arkansas
$591K -$55.3K -1,460 -9%
SFSIG
108
San Francisco Sentry Investment Group
California
$566K -$170K -4,495 -24%
TNB
109
Thomasville National Bank
Georgia
$564K
HighTower Advisors
110
HighTower Advisors
Illinois
$522K -$5.87K -155 -1%
CIC
111
Carnegie Investment Counsel
Ohio
$516K +$8.52K +225 +2%
VWA
112
V Wealth Advisors
Kansas
$515K +$56.4K +1,490 +13%
PIMG
113
Patriot Investment Management Group
Tennessee
$510K +$6.81K +180 +1%
Carson Wealth (CWM LLC)
114
Carson Wealth (CWM LLC)
Nebraska
$499K
APA
115
American Portfolios Advisors
New York
$491K -$36.5K -965 -7%
CBA
116
Coastal Bridge Advisors
Connecticut
$490K -$38.8K -1,025 -8%
CAN
117
Cetera Advisor Networks
California
$483K +$57K +1,505 +14%
WPSG
118
Wealth & Pension Services Group
Georgia
$482K -$9.46K -250 -2%
AAS
119
Avantax Advisory Services
Texas
$482K +$49.2K +1,300 +12%
CS
120
Comerica Securities
Michigan
$465K -$1.06M -28,040 -70%
CBFP
121
Cedar Brook Financial Partners
Ohio
$465K +$140K +3,695 +45%
F
122
F3Logic
Minnesota
$463K -$18.4K -485 -4%
KWM
123
Kingsview Wealth Management
Oregon
$459K -$43.3K -1,145 -9%
HWA
124
HCR Wealth Advisors
California
$448K -$84.2K -2,225 -16%
MA
125
Montag & Associates
Georgia
$448K

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.