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iShares US Healthcare ETF
IYH

220 hedge funds and large institutions have $908M invested in iShares US Healthcare ETF in 2017 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 68 increasing their positions, 65 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

44% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 16

10% more capital invested

Capital invested by funds: $827M → $908M (+$80.9M)

5.37% more ownership

Funds ownership: 212.2% → 217.58% (+5.4%)

2% more funds holding

Funds holding: 215 → 220 (+5)

5% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 65

67% less call options, than puts

Call options by funds: $1.56M | Put options by funds: $4.77M

Holders
220
Holders Change
+5
Holders Change %
+2.33%
% of All Funds
5.48%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
23
Increased
68
Reduced
65
Closed
16
Calls
$1.56M
Puts
$4.77M
Net Calls
-$3.21M
Net Calls Change
+$4.13M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$31.1M
2
Morgan Stanley
Morgan Stanley
New York
+$28M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$17.8M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$5.73M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$4.47M

Top Sellers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
-$17.5M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$12.7M
3
PFG
Piershale Financial Group
Illinois
-$7.95M
4
CS
Credit Suisse
Switzerland
-$6.62M
5
NA
Navellier & Associates
Nevada
-$6.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
BTS
151
BB&T Securities
Virginia
$235K -$27.5K -815 -11%
CWM
152
Cornerstone Wealth Management
Missouri
$233K +$18.5K +550 +9%
Cetera Investment Advisers
153
Cetera Investment Advisers
Illinois
$232K +$337 +10 +0.1%
PNAA
154
Pictet North America Advisors
Switzerland
$229K – – –
CPA
155
Capital Planning Advisors
California
$226K – – –
BS
156
Banco Santander
Spain
$222K – – –
IIA
157
IPG Investment Advisors
California
$222K – – –
SSB
158
Sandy Spring Bank
Maryland
$208K – – –
BMM
159
Buffington Mohr McNeal
Idaho
$207K +$202K +6,000 New
AAS
160
Annex Advisory Services
Wisconsin
$203K -$11.8K -350 -6%
Fisher Asset Management
161
Fisher Asset Management
Washington
$201K -$770K -22,855 -80%
GS
162
Girard Securities
California
$200K +$196K +5,815 New
US Bancorp
163
US Bancorp
Minnesota
$190K – – –
CAPTRUST Financial Advisors
164
CAPTRUST Financial Advisors
North Carolina
$177K +$8.43K +250 +5%
KTC
165
Kistler-Tiffany Companies
Pennsylvania
$172K – – –
SNT
166
Security National Trust
West Virginia
$172K – – –
HDIM
167
Hanson & Doremus Investment Management
Vermont
$164K – – –
ASN
168
Advisory Services Network
Georgia
$158K – – –
MRCM
169
M&R Capital Management
New Jersey
$150K – – –
DSC
170
Duncker Streett & Co
Missouri
$133K +$169 +5 +0.1%
BFEC
171
Benjamin F. Edwards & Company
Missouri
$128K +$57.8K +1,715 +86%
BF
172
BOK Financial
Oklahoma
$126K +$123K +3,655 New
PMFA
173
Plante Moran Financial Advisors
Michigan
$124K – – –
LPIC
174
LeJeune Puetz Investment Counsel
Michigan
$116K – – –
SPIA
175
Steward Partners Investment Advisory
New York
$110K +$169 +5 +0.2%
5 6
7
8 9

IYH Hedge Fund Activity: Q3 2017 in Review

220 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q3 2017, worth a combined $908M — up 9.8% from $827M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new IYH positions and 16 closed out — a net gain of 7 holders — while 68 added to existing stakes and 65 trimmed.

The largest buyer was Bank of America, adding an estimated $31.1M. The largest seller was Bank of New York Mellon, cutting an estimated $17.5M.

  • 220 institutional investors held iShares US Healthcare ETF (IYH) as of Q3 2017, up from 215 in Q2 2017.
  • Funds reported $908M of iShares US Healthcare ETF stock for Q3 2017, up 9.8% quarter-over-quarter.
  • 23 funds opened new iShares US Healthcare ETF positions in Q3 2017 and 16 closed out, a net change of +7 holders.
  • The largest iShares US Healthcare ETF buyer in Q3 2017 was Bank of America, an estimated $31.1M added.
  • The largest iShares US Healthcare ETF seller in Q3 2017 was Bank of New York Mellon, an estimated $17.5M sold.

Based on aggregated 13F filings for Q3 2017.