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iShares US Healthcare ETF
IYH

324 hedge funds and large institutions have $930M invested in iShares US Healthcare ETF in 2019 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 69 increasing their positions, 87 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

705% more call options, than puts

Call options by funds: $4.51M | Put options by funds: $561K

250% more funds holding in top 10

Funds holding in top 10: 2 → 7 (+5)

200% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 25

17% more funds holding

Funds holding: 278 → 324 (+46)

12% more capital invested

Capital invested by funds: $832M → $930M (+$97.8M)

1.96% more ownership

Funds ownership: 207.8% → 209.76% (+2%)

21% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 87

Holders
324
Holders Change
+46
Holders Change %
+16.55%
% of All Funds
6.38%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.14%
New
75
Increased
69
Reduced
87
Closed
25
Calls
$4.51M
Puts
$561K
Net Calls
+$3.95M
Net Calls Change
+$2.76M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$8.68M
2
KP
Keel Point
Alabama
+$6.32M
3
Bank of America
Bank of America
North Carolina
+$5.83M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$3.85M
5
Jane Street
Jane Street
New York
+$3.78M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$83.2M
2
CA
Cetera Advisors
Colorado
-$7.9M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.61M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.85M
5
JP Morgan Chase
JP Morgan Chase
New York
-$2.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
PSUF
176
People's United Financial
Connecticut
$329K – – –
GLLW
177
Graves Light Lenhart Wealth
Virginia
$328K – – –
JWCA
178
J.W. Cole Advisors
Florida
$325K +$304K +7,530 New
HSA
179
HBK Sorce Advisory
Pennsylvania
$324K +$808 +20 +0.3%
BHB
180
Bank Hapoalim BM
Israel
$321K – – –
ARG
181
Advisory Resource Group
Oklahoma
$319K +$12.5K +310 +4%
PHAM
182
Palisades Hudson Asset Management
Florida
$318K -$4.04K -100 -1%
RFC
183
Regions Financial Corp
Alabama
$315K +$295K +7,310 New
FM
184
Family Management
New York
$309K – – –
CA
185
Calton & Associates
Florida
$309K +$289K +7,155 New
CA
186
Commerzbank Aktiengesellschaft
Germany
$305K – – –
LNC
187
Lincoln National Corp
Pennsylvania
$305K – – –
PA
188
Procyon Advisors
Connecticut
$280K +$262K +6,500 New
22CM
189
20/20 Capital Management
California
$277K +$254K +6,295 New
MWM
190
Modera Wealth Management
New Jersey
$272K – – –
Prudential Financial
191
Prudential Financial
New Jersey
$271K -$81K -2,005 -24%
LWANC
192
Laurel Wealth Advisors (North Carolina)
North Carolina
$269K +$43.4K +1,075 +21%
BSAM
193
Blue Sky Asset Management
Colorado
$266K +$249K +6,170 New
TAM
194
Trillium Asset Management
Massachusetts
$265K – – –
Cetera Investment Advisers
195
Cetera Investment Advisers
Illinois
$263K – – –
LPIC
196
LeJeune Puetz Investment Counsel
Michigan
$261K – – –
SSB
197
Sandy Spring Bank
Maryland
$260K – – –
SWM
198
Sequoia Wealth Management
Illinois
$259K – – –
FHC
199
First Heartland Consultants
Missouri
$258K -$525K -13,010 -69%
CWM
200
Cornerstone Wealth Management
Missouri
$258K -$16.2K -400 -6%
6 7
8
9 10

IYH Hedge Fund Activity: Q4 2019 in Review

324 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q4 2019, worth a combined $930M — up 12% from $832M a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new IYH positions and 25 closed out — a net gain of 50 holders — while 69 added to existing stakes and 87 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.68M. The largest seller was BlackRock, cutting an estimated $83.2M.

  • 324 institutional investors held iShares US Healthcare ETF (IYH) as of Q4 2019, up from 278 in Q3 2019.
  • Funds reported $930M of iShares US Healthcare ETF stock for Q4 2019, up 12% quarter-over-quarter.
  • 75 funds opened new iShares US Healthcare ETF positions in Q4 2019 and 25 closed out, a net change of +50 holders.
  • The largest iShares US Healthcare ETF buyer in Q4 2019 was Morgan Stanley, an estimated $8.68M added.
  • The largest iShares US Healthcare ETF seller in Q4 2019 was BlackRock, an estimated $83.2M sold.

Based on aggregated 13F filings for Q4 2019.