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iShares US Healthcare ETF

329 hedge funds and large institutions have $1,000M invested in iShares US Healthcare ETF in 2020 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 107 increasing their positions, 69 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more call options, than puts

Call options by funds: $2.8M | Put options by funds: $1.29M

108% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 25

55% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 69

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

26% more capital invested

Capital invested by funds: $793M → $1,000M (+$207M)

12.53% more ownership

Funds ownership: 199.37%211.91% (+13%)

8% more funds holding

Funds holding: 304329 (+25)

Holders
329
Holders Change
+25
Holders Change %
+8.22%
% of All Funds
6.75%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.18%
New
52
Increased
107
Reduced
69
Closed
25
Calls
$2.8M
Puts
$1.29M
Net Calls
+$1.51M
Net Calls Change
+$366K
Name Holding Trade Value Shares
Change
Change in
Stake
JAWM
126
J. Arnold Wealth Management
Ohio
$582K +$570K +13,500 New
RRWA
127
Rainey & Randall Wealth Advisors
Florida
$578K +$77.4K +1,835 +16%
RIA
128
Regal Investment Advisors
Michigan
$577K +$564K +13,370 New
Northern Trust
129
Northern Trust
Illinois
$568K +$221K +5,245 +66%
VWA
130
V Wealth Advisors
Kansas
$567K -$13.9K -330 -2%
BPC
131
Banque Pictet & Cie
Switzerland
$565K +$84.4K +2,000 +18%
MCM
132
Manchester Capital Management
Vermont
$555K
KFP
133
KMG Fiduciary Partners
Ohio
$552K -$40.1K -950 -7%
EH
134
Equitable Holdings
New York
$550K +$20.9K +495 +4%
William Blair & Company
135
William Blair & Company
Illinois
$549K
CBA
136
Coastal Bridge Advisors
Connecticut
$541K
CIC
137
Carnegie Investment Counsel
Ohio
$524K
GWM
138
Gray Wealth Management
Maine
$521K +$633 +15 +0.1%
FHC
139
First Heartland Consultants
Missouri
$513K +$158K +3,745 +46%
FWCM
140
Ferguson Wellman Capital Management
Oregon
$510K -$14.8K -350 -3%
AIC
141
Ameritas Investment Company
Nebraska
$502K +$41.8K +990 +9%
OC
142
Oppenheimer & Co
New York
$500K -$2.74K -65 -0.6%
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$499K
TC
144
Telemus Capital
Michigan
$492K
AFC
145
AFT Forsyth & Company
Florida
$489K +$9.29K +220 +2%
SMC
146
Smith, Moore & Co
Missouri
$489K +$68.6K +1,625 +17%
PWAP
147
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$474K +$95K +2,250 +26%
MA
148
Montag & Associates
Georgia
$473K
CBFP
149
Cedar Brook Financial Partners
Ohio
$470K +$50K +1,185 +12%
RA
150
RFG Advisory
Alabama
$470K +$460K +10,905 New

IYH Hedge Fund Activity: Q2 2020 in Review

329 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q2 2020, worth a combined $1,000M — up 26% from $793M a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new IYH positions and 25 closed out — a net gain of 27 holders — while 107 added to existing stakes and 69 trimmed.

The largest buyer was Bank of America, adding an estimated $18.3M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $37.8M.

  • 329 institutional investors held iShares US Healthcare ETF (IYH) as of Q2 2020, up from 304 in Q1 2020.
  • Funds reported $1,000M of iShares US Healthcare ETF stock for Q2 2020, up 26% quarter-over-quarter.
  • 52 funds opened new iShares US Healthcare ETF positions in Q2 2020 and 25 closed out, a net change of +27 holders.
  • The largest iShares US Healthcare ETF buyer in Q2 2020 was Bank of America, an estimated $18.3M added.
  • The largest iShares US Healthcare ETF seller in Q2 2020 was Manulife (Manufacturers Life Insurance), an estimated $37.8M sold.

Based on aggregated 13F filings for Q2 2020.