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iShares US Healthcare ETF

304 hedge funds and large institutions have $793M invested in iShares US Healthcare ETF in 2020 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 76 increasing their positions, 108 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $2.48M | Put options by funds: $1.34M

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

6% less funds holding

Funds holding: 324304 (-20)

10.39% less ownership

Funds ownership: 209.76%199.37% (-10%)

15% less capital invested

Capital invested by funds: $930M → $793M (-$137M)

30% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 108

33% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 46

Holders
304
Holders Change
-20
Holders Change %
-6.17%
% of All Funds
6.7%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
31
Increased
76
Reduced
108
Closed
46
Calls
$2.48M
Puts
$1.34M
Net Calls
+$1.14M
Net Calls Change
-$2.81M
Name Holding Trade Value Shares
Change
Change in
Stake
RRWA
126
Rainey & Randall Wealth Advisors
Florida
$435K
AFC
127
AFT Forsyth & Company
Florida
$417K +$3.08K +75 +0.7%
BPC
128
Banque Pictet & Cie
Switzerland
$417K -$762K -18,540 -63%
MA
129
Montag & Associates
Georgia
$412K -$20.4K -495 -4%
CG
130
Colony Group
Massachusetts
$405K +$17.1K +415 +4%
HCIA
131
Hochman Cole Investment Advisors
Illinois
$402K +$83.7K +2,035 +23%
AIC
132
Ameritas Investment Company
Nebraska
$400K -$8.43K -205 -2%
CPA
133
Clear Perspective Advisors
Illinois
$394K
MC
134
Moors & Cabot
Massachusetts
$393K +$85.3K +2,075 +24%
SC
135
Scotia Capital
Ontario, Canada
$390K +$3.5K +85 +0.8%
CA
136
Cetera Advisors
Colorado
$387K -$171K -4,165 -29%
UR
137
USCA RIA
Texas
$384K -$2M -48,685 -83%
KF
138
Krilogy Financial
Missouri
$378K
Fiera Capital (Canada)
139
Fiera Capital (Canada)
Quebec, Canada
$376K
SBL
140
Sargent Bickham Lagudis
Colorado
$372K
IWAG
141
Integer Wealth Advisors Group
Georgia
$365K
SMC
142
Smith, Moore & Co
Missouri
$365K +$18.3K +445 +5%
CBFP
143
Cedar Brook Financial Partners
Ohio
$364K -$146K -3,545 -27%
PWAP
144
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$364K +$10.3K +250 +3%
AA
145
Ancora Advisors
Ohio
$362K
BAM
146
Belpointe Asset Management
Nevada
$353K +$9.25K +225 +2%
IFG
147
Independent Financial Group
California
$352K +$385K +9,360 New
AA
148
Advisory Alpha
Michigan
$346K
BCFS
149
Butensky & Cohen Financial Security
Florida
$345K -$2.26K -55 -0.6%
RIG
150
Ramiah Investment Group
Wisconsin
$343K -$464K -11,275 -55%

IYH Hedge Fund Activity: Q1 2020 in Review

304 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q1 2020, worth a combined $793M — down 15% from $930M a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of IYH and 31 opened new positions — a net loss of 15 holders — while 108 trimmed existing stakes and 76 added.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $122M. The largest seller was Tredje AP-fonden, exiting entirely with an estimated $89.7M sold.

  • 304 institutional investors held iShares US Healthcare ETF (IYH) as of Q1 2020, down from 324 in Q4 2019.
  • Funds reported $793M of iShares US Healthcare ETF stock for Q1 2020, down 15% quarter-over-quarter.
  • 31 funds opened new iShares US Healthcare ETF positions in Q1 2020 and 46 closed out, a net change of -15 holders.
  • The largest iShares US Healthcare ETF buyer in Q1 2020 was Manulife (Manufacturers Life Insurance), an estimated $122M added.
  • The largest iShares US Healthcare ETF seller in Q1 2020 was Tredje AP-fonden, an estimated $89.7M sold.

Based on aggregated 13F filings for Q1 2020.