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iShares US Healthcare ETF
IYH

270 hedge funds and large institutions have $991M invested in iShares US Healthcare ETF in 2018 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 87 increasing their positions, 55 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 14

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

58% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 55

31% more capital invested

Capital invested by funds: $755M → $991M (+$236M)

13% more funds holding

Funds holding: 240 → 270 (+30)

5.52% more ownership

Funds ownership: 211.28% → 216.8% (+5.5%)

51% less call options, than puts

Call options by funds: $791K | Put options by funds: $1.6M

Holders
270
Holders Change
+30
Holders Change %
+12.5%
% of All Funds
6.17%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
44
Increased
87
Reduced
55
Closed
14
Calls
$791K
Puts
$1.6M
Net Calls
-$812K
Net Calls Change
-$5.48M

Top Buyers

Rank Fund Capital Flow
1
DF
Donoghue Forlines
Massachusetts
+$24.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$18.6M
3
Bank of America
Bank of America
North Carolina
+$17M
4
TPWA
TRUE Private Wealth Advisors
Oregon
+$11M
5
KP
Keel Point
Alabama
+$9.96M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$15.8M
2
Citadel Advisors
Citadel Advisors
Florida
-$7.93M
3
UCFA
United Capital Financial Advisors
Texas
-$5.81M
4
CS
Credit Suisse
Switzerland
-$4.48M
5
Deutsche Bank
Deutsche Bank
Germany
-$4.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
176
Voya Financial Advisors
Connecticut
$236K +$225K +5,840 New
TSS
177
Two Sigma Securities
New York
$234K +$222K +5,760 New
NCM
178
Narwhal Capital Management
Georgia
$233K – – –
CSIC
179
Clifford Swan Investment Counsel
California
$223K +$212K +5,500 New
Koshinski Asset Management
180
Koshinski Asset Management
Illinois
$222K +$211K +5,475 New
CCM
181
Colorado Capital Management
Colorado
$221K +$210K +5,455 New
HB
182
Homrich & Berg
Georgia
$220K +$209K +5,415 New
CRC
183
Curi RMB Capital
Illinois
$214K +$204K +5,280 New
BlackRock
184
BlackRock
New York
$211K – – –
RJT
185
Raymond James Trust
Florida
$207K +$196K +5,085 New
Citadel Advisors
186
Citadel Advisors
Florida
$206K -$7.93M -205,560 -98%
DWM
187
Darwin Wealth Management
Florida
$206K +$196K +5,070 New
SSB
188
Sandy Spring Bank
Maryland
$205K – – –
KTC
189
Kistler-Tiffany Companies
Pennsylvania
$203K – – –
MM
190
Meridian Management
Arkansas
$203K +$193K +5,000 New
REMPR
191
Roof Eidam Maycock Peralta (REMP)
California
$203K +$193K +5,000 New
SS
192
Simplicity Solutions
Minnesota
$200K +$190K +4,935 New
HDIM
193
Hanson & Doremus Investment Management
Vermont
$194K – – –
HWA
194
Heritage Wealth Advisors
Virginia
$189K +$180K +4,665 New
ASN
195
Advisory Services Network
Georgia
$188K +$964 +25 +0.5%
SNT
196
Security National Trust
West Virginia
$183K – – –
PMFA
197
Plante Moran Financial Advisors
Michigan
$178K -$2.89K -75 -2%
MRCM
198
M&R Capital Management
New Jersey
$177K – – –
WAM
199
Wealthspire Advisors (Maryland)
Maryland
$167K – – –
SWM
200
SeaCrest Wealth Management
New York
$161K +$193 +5 +0.1%
6 7
8
9 10

IYH Hedge Fund Activity: Q3 2018 in Review

270 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q3 2018, worth a combined $991M — up 31% from $755M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new IYH positions and 14 closed out — a net gain of 30 holders — while 87 added to existing stakes and 55 trimmed.

The largest buyer was Donoghue Forlines, opening a new position worth an estimated $24.5M. The largest seller was Morgan Stanley, cutting an estimated $15.8M.

  • 270 institutional investors held iShares US Healthcare ETF (IYH) as of Q3 2018, up from 240 in Q2 2018.
  • Funds reported $991M of iShares US Healthcare ETF stock for Q3 2018, up 31% quarter-over-quarter.
  • 44 funds opened new iShares US Healthcare ETF positions in Q3 2018 and 14 closed out, a net change of +30 holders.
  • The largest iShares US Healthcare ETF buyer in Q3 2018 was Donoghue Forlines, an estimated $24.5M added.
  • The largest iShares US Healthcare ETF seller in Q3 2018 was Morgan Stanley, an estimated $15.8M sold.

Based on aggregated 13F filings for Q3 2018.