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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
SC
151
Scotia Capital
Ontario, Canada
$481K +$7.47K +165 +2%
WEPOG
152
Wealth Enhancement & Preservation of GA
Georgia
$481K +$74.7K +1,650 +17%
TP
153
Tranquility Partners
Tennessee
$478K
KA
154
Kovack Advisors
Florida
$474K +$41.6K +920 +10%
AA
155
Ancora Advisors
Ohio
$466K +$226 +5 +0%
UR
156
USCA RIA
Texas
$464K
OC
157
Oppenheimer & Co
New York
$462K -$63.6K -1,405 -12%
TC
158
Telemus Capital
Michigan
$461K -$64.3K -1,420 -13%
KF
159
Krilogy Financial
Missouri
$457K
Fiera Capital (Canada)
160
Fiera Capital (Canada)
Quebec, Canada
$454K
SBL
161
Sargent Bickham Lagudis
Colorado
$450K
MAFM
162
Mid Atlantic Financial Management
Pennsylvania
$447K +$3.17K +70 +0.8%
FWCM
163
Ferguson Wellman Capital Management
Oregon
$444K -$92.8K -2,050 -17%
Baird Financial Group
164
Baird Financial Group
Wisconsin
$431K -$469K -10,365 -52%
BAM
165
Belpointe Asset Management
Nevada
$411K +$1.36K +30 +0.3%
LNC
166
Lincoln National Corp
Pennsylvania
$408K +$32.1K +710 +9%
MA
167
Mutual Advisors
Nebraska
$408K +$41.4K +915 +11%
AIC
168
Archer Investment Corporation
Indiana
$401K
IWAG
169
Integer Wealth Advisors Group
Georgia
$401K +$10.9K +240 +3%
AMG
170
Advisors Management Group
Wisconsin
$399K
BCFS
171
Butensky & Cohen Financial Security
Florida
$397K -$12.4K -275 -3%
AHC
172
Adell Harriman & Carpenter
Texas
$388K
CA
173
Cetera Advisors
Colorado
$385K -$3.62K -80 -0.9%
AWM
174
Alterna Wealth Management
Texas
$376K
HB
175
Homrich & Berg
Georgia
$374K -$67K -1,480 -15%

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.