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iShares US Healthcare ETF
IYH

182 hedge funds and large institutions have $818M invested in iShares US Healthcare ETF in 2016 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 51 increasing their positions, 64 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $768M → $818M (+$49.9M)

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

0.41% less ownership

Funds ownership: 216.43% → 216.02% (-0.41%)

1% less funds holding

Funds holding: 183 → 182 (-1)

20% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 64

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

50% less call options, than puts

Call options by funds: $4.45M | Put options by funds: $8.86M

Holders
182
Holders Change
-1
Holders Change %
-0.55%
% of All Funds
4.86%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
18
Increased
51
Reduced
64
Closed
18
Calls
$4.45M
Puts
$8.86M
Net Calls
-$4.4M
Net Calls Change
+$6.89M

Top Buyers

Rank Fund Capital Flow
1
UCFA
United Capital Financial Advisors
Texas
+$25.4M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$24.2M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$8.21M
4
TRCT
Tower Research Capital (TRC)
New York
+$5.18M
5
Ameriprise
Ameriprise
Minnesota
+$3.4M

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$29.7M
2
AssetMark Inc
AssetMark Inc
California
-$14.4M
3
VF
Virtu Financial
New York
-$11.1M
4
Bank of America
Bank of America
North Carolina
-$3.9M
5
AIG
American International Group
New York
-$3.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
WTC
151
WhitTier Trust Company
Nevada
$44K – – –
IWMPD
152
Integrated Wealth Management (Palm Desert)
California
$43K -$29.9K -1,025 -41%
Fifth Third Bancorp
153
Fifth Third Bancorp
Ohio
$39K -$35.2K -1,205 -48%
BAM
154
Barrett Asset Management
New York
$36K – – –
NCM
155
Nelson Capital Management
California
$35K – – –
HR
156
Howe & Rusling
New York
$33K – – –
EDRH
157
Edmond de Rothschild Holding
Switzerland
$33K +$32.1K +1,100 New
Manulife (Manufacturers Life Insurance)
158
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$32K +$31.1K +1,065 New
WP
159
WealthPLAN Partners
Nebraska
$31.9K +$62.8K +2,150 New
SF
160
Synovus Financial
Georgia
$29K +$7.3K +250 +33%
AWM
161
Avior Wealth Management
Nebraska
$28K – – –
TWA
162
TCI Wealth Advisors
Arizona
$28K – – –
Northwestern Mutual Wealth Management
163
Northwestern Mutual Wealth Management
Wisconsin
$27K +$146 +5 +0.6%
BKA
164
Brick & Kyle Associates
Pennsylvania
$27K +$11.7K +400 +80%
MWM
165
MinichMacGregor Wealth Management
New York
$26K -$146 -5 -0.6%
PMFA
166
Plante Moran Financial Advisors
Michigan
$26K – – –
AIM
167
Advantage Investment Management
Iowa
$24K – – –
Carson Wealth (CWM LLC)
168
Carson Wealth (CWM LLC)
Nebraska
$23K -$40K -1,370 -64%
WRM
169
Westport Resources Management
Connecticut
$22K – – –
ACM
170
Argentus Capital Management
Texas
$18K +$9.93K +340 +131%
HFA
171
High Falls Advisors
New York
$15K – – –
WA
172
WFG Advisors
Texas
$13K -$1.9K -65 -13%
PG
173
Patten Group
Tennessee
$11.1K – – –
CFS
174
Commonwealth Financial Services
West Virginia
$9K -$74.5K -2,550 -89%
FHA
175
First Horizon Advisors
Tennessee
$9K – – –
5 6
7
8 9

IYH Hedge Fund Activity: Q2 2016 in Review

182 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q2 2016, worth a combined $818M — up 6.5% from $768M a quarter earlier.

Fund positioning in IYH was balanced in Q2 2016: 18 funds opened new positions, 18 closed out, 51 added to existing stakes and 64 trimmed.

The largest buyer was United Capital Financial Advisors, adding an estimated $25.4M. The largest seller was LPL Financial, cutting an estimated $29.7M.

  • 182 institutional investors held iShares US Healthcare ETF (IYH) as of Q2 2016, down from 183 in Q1 2016.
  • Funds reported $818M of iShares US Healthcare ETF stock for Q2 2016, up 6.5% quarter-over-quarter.
  • 18 funds opened new iShares US Healthcare ETF positions in Q2 2016 and 18 closed out, a net change of 0 holders.
  • The largest iShares US Healthcare ETF buyer in Q2 2016 was United Capital Financial Advisors, an estimated $25.4M added.
  • The largest iShares US Healthcare ETF seller in Q2 2016 was LPL Financial, an estimated $29.7M sold.

Based on aggregated 13F filings for Q2 2016.