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iShares US Healthcare ETF

304 hedge funds and large institutions have $793M invested in iShares US Healthcare ETF in 2020 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 76 increasing their positions, 108 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $2.48M | Put options by funds: $1.34M

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

6% less funds holding

Funds holding: 324304 (-20)

10.39% less ownership

Funds ownership: 209.76%199.37% (-10%)

15% less capital invested

Capital invested by funds: $930M → $793M (-$137M)

30% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 108

33% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 46

Holders
304
Holders Change
-20
Holders Change %
-6.17%
% of All Funds
6.7%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
31
Increased
76
Reduced
108
Closed
46
Calls
$2.48M
Puts
$1.34M
Net Calls
+$1.14M
Net Calls Change
-$2.81M
Name Holding Trade Value Shares
Change
Change in
Stake
V
176
Veritable
Delaware
$276K +$302K +7,350 New
FM
177
Family Management
New York
$269K
MAS
178
Madden Advisory Services
Florida
$268K +$294K +7,160 New
22CM
179
20/20 Capital Management
California
$267K
BHB
180
Bank Hapoalim BM
Israel
$266K -$14.6K -355 -5%
ARG
181
Advisory Resource Group
Oklahoma
$266K -$13K -315 -4%
PA
182
Procyon Advisors
Connecticut
$244K
GP
183
Girard Partners
Pennsylvania
$242K -$163K -3,970 -38%
AF
184
Apexium Financial
Texas
$242K +$265K +6,450 New
PP
185
Patten & Patten
Tennessee
$234K +$26.3K +640 +11%
FPGK
186
Financial Partners Group (Kansas)
Kansas
$233K +$265K +6,450 New
KPW
187
Kore Private Wealth
New York
$232K +$212K +5,165 +517%
TAM
188
Trillium Asset Management
Massachusetts
$231K
BWA
189
BDO Wealth Advisors
Florida
$228K +$25.5K +620 +11%
LPIC
190
LeJeune Puetz Investment Counsel
Michigan
$227K
SSB
191
Sandy Spring Bank
Maryland
$227K
IWM
192
IHT Wealth Management
Illinois
$224K +$48.5K +1,180 +25%
BRWM
193
B. Riley Wealth Management
Tennessee
$222K +$243K +5,910 New
WCG
194
Weaver Consulting Group
California
$221K +$20.6K +500 +9%
BPB
195
Badgley, Phelps & Bell
Washington
$221K +$242K +5,875 New
FCI
196
Financial Counselors Inc
Kansas
$220K
LWAC
197
Laurel Wealth Advisors (California)
California
$217K -$96.6K -2,350 -29%
KTC
198
Kistler-Tiffany Companies
Pennsylvania
$216K
NCM
199
Narwhal Capital Management
Georgia
$216K
SCG
200
Sonata Capital Group
Washington
$216K

IYH Hedge Fund Activity: Q1 2020 in Review

304 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q1 2020, worth a combined $793M — down 15% from $930M a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of IYH and 31 opened new positions — a net loss of 15 holders — while 108 trimmed existing stakes and 76 added.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $122M. The largest seller was Tredje AP-fonden, exiting entirely with an estimated $89.7M sold.

  • 304 institutional investors held iShares US Healthcare ETF (IYH) as of Q1 2020, down from 324 in Q4 2019.
  • Funds reported $793M of iShares US Healthcare ETF stock for Q1 2020, down 15% quarter-over-quarter.
  • 31 funds opened new iShares US Healthcare ETF positions in Q1 2020 and 46 closed out, a net change of -15 holders.
  • The largest iShares US Healthcare ETF buyer in Q1 2020 was Manulife (Manufacturers Life Insurance), an estimated $122M added.
  • The largest iShares US Healthcare ETF seller in Q1 2020 was Tredje AP-fonden, an estimated $89.7M sold.

Based on aggregated 13F filings for Q1 2020.