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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
Northern Trust
126
Northern Trust
Illinois
$581K -$17K -375 -3%
PFS
127
Prospera Financial Services
Texas
$571K -$3.13M -69,195 -85%
CBA
128
Coastal Bridge Advisors
Connecticut
$570K
EH
129
Equitable Holdings
New York
$567K -$11.8K -260 -2%
JWCA
130
J.W. Cole Advisors
Florida
$562K +$559K +12,360 New
PA
131
PFG Advisors
Arizona
$557K -$273K -6,040 -33%
NA
132
NewEdge Advisors
Louisiana
$557K -$108K -2,395 -16%
William Blair & Company
133
William Blair & Company
Illinois
$557K -$21.7K -480 -4%
FUBT
134
First United Bank & Trust
Maryland
$555K -$189K -4,175 -25%
CIC
135
Carnegie Investment Counsel
Ohio
$552K
GWM
136
Gray Wealth Management
Maine
$549K +$226 +5 +0%
US Bancorp
137
US Bancorp
Minnesota
$548K -$78.5K -1,735 -13%
Bank of New York Mellon
138
Bank of New York Mellon
New York
$545K -$93.9K -2,075 -15%
CBFP
139
Cedar Brook Financial Partners
Ohio
$545K +$50K +1,105 +10%
AFC
140
AFT Forsyth & Company
Florida
$539K +$24.4K +540 +5%
HWA
141
HCR Wealth Advisors
California
$531K +$517K +11,420 +4,230%
SMC
142
Smith, Moore & Co
Missouri
$515K +$226 +5 +0%
CA
143
Corrado Advisors
New Jersey
$503K +$14.5K +320 +3%
AIC
144
Ameritas Investment Company
Nebraska
$502K
Carson Wealth (CWM LLC)
145
Carson Wealth (CWM LLC)
Nebraska
$499K
MA
146
Montag & Associates
Georgia
$499K
SS
147
Simplicity Solutions
Minnesota
$492K +$4.98K +110 +1%
JFGIW
148
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$488K
HCIA
149
Hochman Cole Investment Advisors
Illinois
$487K
MC
150
Moors & Cabot
Massachusetts
$481K

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.