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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$43.6M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$13.1M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$4.11M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$2.03M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$15.7M |
| 2 |
RAM
Riggs Asset Management
Dallas,
Pennsylvania
|
-$6.92M |
| 3 |
SG Americas Securities
New York
|
-$6.31M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$4.33M |
| 5 |
GC
Grimes & Company
Westborough,
Massachusetts
|
-$4.11M |
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.