iShares US Healthcare ETF
278 hedge funds and large institutions have $832M invested in iShares US Healthcare ETF in 2019 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 61 increasing their positions, 93 reducing their positions, and 33 closing their positions.
212% more call options, than puts
Call options by funds: $1.76M | Put options by funds: $564K
5.94% more ownership
Funds ownership: 201.86% → 207.8% (+5.9%)
5% less capital invested
Capital invested by funds: $873M → $832M (-$41M)
4% less funds holding
Funds holding: 289 → 278 (-11)
27% less first-time investments, than exits
New positions opened: 24 | Existing positions closed: 33
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
34% less repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 93
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$28.9M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$4.69M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.68M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$2.2M |
| 5 |
IA
IFG Advisory
Atlanta,
Georgia
|
+$1.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$13.4M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$6.84M |
| 3 |
Jane Street
New York
|
-$4.59M |
| 4 |
FEM
Fulcrum Equity Management
Plano,
Texas
|
-$4.31M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$4.08M |
IYH Hedge Fund Activity: Q3 2019 in Review
278 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q3 2019, worth a combined $832M — down 4.7% from $873M a quarter earlier.
Sellers outnumbered buyers: 33 funds closed out of IYH and 24 opened new positions — a net loss of 9 holders — while 93 trimmed existing stakes and 61 added.
The largest buyer was Bank of Montreal, adding an estimated $28.9M. The largest seller was Wells Fargo, cutting an estimated $13.4M.
- 278 institutional investors held iShares US Healthcare ETF (IYH) as of Q3 2019, down from 289 in Q2 2019.
- Funds reported $832M of iShares US Healthcare ETF stock for Q3 2019, down 4.7% quarter-over-quarter.
- 24 funds opened new iShares US Healthcare ETF positions in Q3 2019 and 33 closed out, a net change of -9 holders.
- The largest iShares US Healthcare ETF buyer in Q3 2019 was Bank of Montreal, an estimated $28.9M added.
- The largest iShares US Healthcare ETF seller in Q3 2019 was Wells Fargo, an estimated $13.4M sold.
Based on aggregated 13F filings for Q3 2019.