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iShares US Healthcare ETF
IYH

240 hedge funds and large institutions have $755M invested in iShares US Healthcare ETF in 2018 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 70 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

332% more call options, than puts

Call options by funds: $6.08M | Put options by funds: $1.41M

4.88% more ownership

Funds ownership: 206.4% → 211.28% (+4.9%)

0% more capital invested

Capital invested by funds: $755M → $755M (+$255K)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less funds holding

Funds holding: 247 → 240 (-7)

23% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 70

28% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 25

Holders
240
Holders Change
-7
Holders Change %
-2.83%
% of All Funds
5.49%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
54
Reduced
70
Closed
25
Calls
$6.08M
Puts
$1.41M
Net Calls
+$4.67M
Net Calls Change
-$768K

Top Buyers

1
CWM
Cornerstone Wealth Management
Missouri
+$43.6M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$13.1M
3
CS
Credit Suisse
Switzerland
+$4.11M
4
Bank of America
Bank of America
North Carolina
+$2.03M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.68M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$15.7M
2
RAM
Riggs Asset Management
Pennsylvania
-$6.92M
3
SG Americas Securities
SG Americas Securities
New York
-$6.31M
4
UCFA
United Capital Financial Advisors
Texas
-$4.33M
5
GC
Grimes & Company
Massachusetts
-$4.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
151
Modera Wealth Management
New Jersey
$246K – – –
PNAA
152
Pictet North America Advisors
Switzerland
$237K – – –
MA
153
Mutual Advisors
Nebraska
$236K +$8.46K +240 +4%
CAM
154
Cozad Asset Management
Illinois
$227K +$225K +6,375 New
TAM
155
Trillium Asset Management
Massachusetts
$219K – – –
SWM
156
Sequoia Wealth Management
Illinois
$215K – – –
CAPTRUST Financial Advisors
157
CAPTRUST Financial Advisors
North Carolina
$215K +$28.2K +800 +15%
BMM
158
Buffington Mohr McNeal
Idaho
$214K – – –
Cetera Investment Advisers
159
Cetera Investment Advisers
Illinois
$208K -$17.6K -500 -8%
F
160
F3Logic
Minnesota
$208K – – –
NCM
161
Narwhal Capital Management
Georgia
$205K +$203K +5,750 New
BlackRock
162
BlackRock
New York
$185K – – –
Simplex Trading
163
Simplex Trading
Illinois
$182K +$181K +5,135 New
SSB
164
Sandy Spring Bank
Maryland
$180K -$17.6K -500 -9%
KTC
165
Kistler-Tiffany Companies
Pennsylvania
$179K – – –
ASN
166
Advisory Services Network
Georgia
$174K – – –
HDIM
167
Hanson & Doremus Investment Management
Vermont
$171K – – –
SNT
168
Security National Trust
West Virginia
$160K – – –
PMFA
169
Plante Moran Financial Advisors
Michigan
$159K +$30K +850 +24%
MRCM
170
M&R Capital Management
New Jersey
$155K – – –
WAM
171
Wealthspire Advisors (Maryland)
Maryland
$147K – – –
SWM
172
SeaCrest Wealth Management
New York
$141K – – –
DSC
173
Duncker Streett & Co
Missouri
$129K -$8.81K -250 -6%
LPIC
174
LeJeune Puetz Investment Counsel
Michigan
$116K – – –
SF
175
Synovus Financial
Georgia
$114K – – –
5 6
7
8 9

IYH Hedge Fund Activity: Q2 2018 in Review

240 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q2 2018, worth a combined $755M — up 0.03% from $755M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of IYH and 18 opened new positions — a net loss of 7 holders — while 70 trimmed existing stakes and 54 added.

The largest buyer was Cornerstone Wealth Management, adding an estimated $43.6M. The largest seller was Bank of New York Mellon, cutting an estimated $15.7M.

  • 240 institutional investors held iShares US Healthcare ETF (IYH) as of Q2 2018, down from 247 in Q1 2018.
  • Funds reported $755M of iShares US Healthcare ETF stock for Q2 2018, up 0.03% quarter-over-quarter.
  • 18 funds opened new iShares US Healthcare ETF positions in Q2 2018 and 25 closed out, a net change of -7 holders.
  • The largest iShares US Healthcare ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $43.6M added.
  • The largest iShares US Healthcare ETF seller in Q2 2018 was Bank of New York Mellon, an estimated $15.7M sold.

Based on aggregated 13F filings for Q2 2018.