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iShares US Healthcare ETF

331 hedge funds and large institutions have $926M invested in iShares US Healthcare ETF in 2020 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 90 increasing their positions, 110 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $2.07M | Put options by funds: $1.34M

18% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 22

1% more funds holding

Funds holding: 329331 (+2)

7% less capital invested

Capital invested by funds: $1,000M → $926M (-$73.9M)

11.37% less ownership

Funds ownership: 211.91%200.53% (-11%)

18% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 110

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
331
Holders Change
+2
Holders Change %
+0.61%
% of All Funds
6.68%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.14%
New
26
Increased
90
Reduced
110
Closed
22
Calls
$2.07M
Puts
$1.34M
Net Calls
+$731K
Net Calls Change
-$775K
Name Holding Trade Value Shares
Change
Change in
Stake
V
176
Veritable
Delaware
$374K +$39.6K +875 +12%
HIA
177
Harbor Investment Advisory
Maryland
$366K -$4.75K -105 -1%
WTC
178
WhitTier Trust Company
Nevada
$364K
LWANC
179
Laurel Wealth Advisors (North Carolina)
North Carolina
$359K +$18.1K +400 +5%
UCMOK
180
United Capital Management of KS
Kansas
$358K -$17.4K -385 -5%
AWA
181
Arkadios Wealth Advisors
Georgia
$358K +$1.81K +40 +0.5%
NSIM
182
North Star Investment Management
Illinois
$352K
GPA
183
Guidance Point Advisors
Massachusetts
$352K +$351K +7,750 New
HSA
184
HBK Sorce Advisory
Pennsylvania
$349K +$905 +20 +0.3%
PSUF
185
People's United Financial
Connecticut
$337K
PHAM
186
Palisades Hudson Asset Management
Florida
$337K +$1.13K +25 +0.3%
RJT
187
Raymond James Trust
Florida
$335K
GLLW
188
Graves Light Lenhart Wealth
Virginia
$332K
MAS
189
Madden Advisory Services
Florida
$325K
TI
190
Trexquant Investment
Connecticut
$319K +$318K +7,025 New
MCM
191
Manchester Capital Management
Vermont
$318K -$266K -5,875 -46%
TNB
192
Thomasville National Bank
Georgia
$316K
WCG
193
Weaver Consulting Group
California
$294K
KPW
194
Kore Private Wealth
New York
$293K -$114K -2,510 -28%
CAGAS
195
Capital Advisory Group Advisory Services
Minnesota
$289K
IWM
196
IHT Wealth Management
Illinois
$289K +$453 +10 +0.2%
22CM
197
20/20 Capital Management
California
$286K
FHC
198
First Heartland Consultants
Missouri
$282K -$257K -5,675 -48%
FCI
199
Financial Counselors Inc
Kansas
$276K +$10.2K +225 +4%
LPIC
200
LeJeune Puetz Investment Counsel
Michigan
$275K

IYH Hedge Fund Activity: Q3 2020 in Review

331 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q3 2020, worth a combined $926M — down 7.4% from $1,000M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IYH positions and 22 closed out — a net gain of 4 holders — while 90 added to existing stakes and 110 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $11.7M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $87.4M.

  • 331 institutional investors held iShares US Healthcare ETF (IYH) as of Q3 2020, up from 329 in Q2 2020.
  • Funds reported $926M of iShares US Healthcare ETF stock for Q3 2020, down 7.4% quarter-over-quarter.
  • 26 funds opened new iShares US Healthcare ETF positions in Q3 2020 and 22 closed out, a net change of +4 holders.
  • The largest iShares US Healthcare ETF buyer in Q3 2020 was Royal Bank of Canada, an estimated $11.7M added.
  • The largest iShares US Healthcare ETF seller in Q3 2020 was Manulife (Manufacturers Life Insurance), an estimated $87.4M sold.

Based on aggregated 13F filings for Q3 2020.