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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
CFGS
101
Concourse Financial Group Securities
Alabama
$776K -$93.5K -2,065 -11%
SI
102
Stephens Inc
Arkansas
$765K +$94.8K +2,095 +14%
SFSIG
103
San Francisco Sentry Investment Group
California
$751K +$67.9K +1,500 +10%
PNC
104
Park National Corp
Ohio
$744K -$33.9K -750 -4%
AWM
105
AE Wealth Management
Kansas
$738K +$51.1K +1,130 +7%
SWP
106
Stratos Wealth Partners
Ohio
$735K -$1.36K -30 -0.2%
ASN
107
Advisory Services Network
Georgia
$706K -$66.8K -1,475 -9%
CS
108
Credit Suisse
Switzerland
$704K -$265K -5,850 -27%
VCM
109
Vivaldi Capital Management
Illinois
$701K +$23.8K +525 +4%
PIMG
110
Patriot Investment Management Group
Tennessee
$687K -$28.3K -625 -4%
SFS
111
Sowell Financial Services
Arkansas
$685K -$6.01M -132,745 -90%
5L
112
55I LLC
Massachusetts
$685K +$4.53K +100 +0.7%
FMC
113
First Merchants Corp
Indiana
$675K +$21.7K +480 +3%
HWA
114
Heritage Wealth Advisors
Virginia
$666K
APA
115
American Portfolios Advisors
New York
$663K +$245K +5,415 +59%
HA
116
HYA Advisors
Missouri
$655K -$25.6K -565 -4%
RRWA
117
Rainey & Randall Wealth Advisors
Florida
$644K +$35.3K +780 +6%
BC
118
Bartlett & Co
Ohio
$641K +$435K +9,605 +213%
BCWM
119
Bartlett & Co Wealth Management
Ohio
$641K +$435K +9,605 +213%
TW
120
Transform Wealth
Colorado
$629K +$1.58K +35 +0.3%
WB
121
WesBanco Bank
West Virginia
$613K -$247K -5,455 -29%
BPC
122
Banque Pictet & Cie
Switzerland
$595K
KFP
123
KMG Fiduciary Partners
Ohio
$593K +$12.2K +270 +2%
KM
124
Kalos Management
Georgia
$591K -$3.52M -77,735 -86%
RA
125
RFG Advisory
Alabama
$591K +$95.1K +2,100 +19%

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.