We are live on ! Find out more
IYH icon

iShares US Healthcare ETF
IYH

202 hedge funds and large institutions have $791M invested in iShares US Healthcare ETF in 2017 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 55 increasing their positions, 64 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 21

6% more funds holding

Funds holding: 190 → 202 (+12)

7% less capital invested

Capital invested by funds: $853M → $791M (-$61.6M)

14% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 64

17% less call options, than puts

Call options by funds: $1.46M | Put options by funds: $1.76M

19.92% less ownership

Funds ownership: 234.72% → 214.8% (-20%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
202
Holders Change
+12
Holders Change %
+6.32%
% of All Funds
5.03%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
37
Increased
55
Reduced
64
Closed
21
Calls
$1.46M
Puts
$1.76M
Net Calls
-$304K
Net Calls Change
+$4.43M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$19.6M
2
Wells Fargo
Wells Fargo
California
+$8.18M
3
PFG
Piershale Financial Group
Illinois
+$7.79M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$5.12M
5
JMPWA
JP Morgan Private Wealth Advisors
California
+$4.3M

Top Sellers

Rank Fund Capital Flow
1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$91.6M
2
AssetMark Inc
AssetMark Inc
California
-$56.3M
3
Morgan Stanley
Morgan Stanley
New York
-$15.5M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.43M
5
BS
Banco Santander
Spain
-$4.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
TDC
151
Thompson Davis & Co
Virginia
$171K – – –
HDIM
152
Hanson & Doremus Investment Management
Vermont
$159K – – –
KTC
153
Kistler-Tiffany Companies
Pennsylvania
$156K – – –
NEAM
154
New England Asset Management
Connecticut
$156K – – –
SNT
155
Security National Trust
West Virginia
$156K – – –
ASN
156
Advisory Services Network
Georgia
$145K +$142K +4,650 New
MAS
157
Madden Advisory Services
Florida
$139K +$137K +4,490 New
MRCM
158
M&R Capital Management
New Jersey
$136K – – –
DSC
159
Duncker Streett & Co
Missouri
$120K +$18.5K +605 +19%
PMFA
160
Plante Moran Financial Advisors
Michigan
$112K – – –
LPIC
161
LeJeune Puetz Investment Counsel
Michigan
$105K +$103K +3,375 New
SG Americas Securities
162
SG Americas Securities
New York
$103K +$101K +3,300 New
LWM
163
LBA Wealth Management
Florida
$102K -$30.5K -1,000 -23%
SPIA
164
Steward Partners Investment Advisory
New York
$99K +$97.5K +3,195 New
SF
165
Synovus Financial
Georgia
$98K -$14.5K -475 -13%
CWM
166
Cranbrook Wealth Management
Michigan
$87K – – –
HT
167
Heritage Trust
Oklahoma
$86K +$83.9K +2,750 New
CFA
168
Carroll Financial Associates
North Carolina
$80K – – –
LYV
169
Live Your Vision
Pennsylvania
$78K – – –
WAM
170
Wealthspire Advisors (Maryland)
Maryland
$75K – – –
UWPG
171
Ullmann Wealth Partners Group
Florida
$74K +$73.4K +2,405 New
FANJ
172
Financial Architects (New Jersey)
New Jersey
$68K – – –
DADC
173
D.A. Davidson & Co
Montana
$62K +$153 +5 +0.3%
CPIG
174
Chicago Partners Investment Group
Illinois
$62K +$61K +2,000 New
EWM
175
Edge Wealth Management
New York
$58K – – –
5 6
7
8 9

IYH Hedge Fund Activity: Q1 2017 in Review

202 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q1 2017, worth a combined $791M — down 7.2% from $853M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IYH positions and 21 closed out — a net gain of 16 holders — while 55 added to existing stakes and 64 trimmed.

The largest buyer was BlackRock, adding an estimated $19.6M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $91.6M.

  • 202 institutional investors held iShares US Healthcare ETF (IYH) as of Q1 2017, up from 190 in Q4 2016.
  • Funds reported $791M of iShares US Healthcare ETF stock for Q1 2017, down 7.2% quarter-over-quarter.
  • 37 funds opened new iShares US Healthcare ETF positions in Q1 2017 and 21 closed out, a net change of +16 holders.
  • The largest iShares US Healthcare ETF buyer in Q1 2017 was BlackRock, an estimated $19.6M added.
  • The largest iShares US Healthcare ETF seller in Q1 2017 was Manulife (Manufacturers Life Insurance), an estimated $91.6M sold.

Based on aggregated 13F filings for Q1 2017.