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iShares US Healthcare ETF
IYH

376 hedge funds and large institutions have $1.01B invested in iShares US Healthcare ETF in 2020 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 113 increasing their positions, 80 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

278% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 18

60% more call options, than puts

Call options by funds: $708K | Put options by funds: $443K

41% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 80

14% more funds holding

Funds holding: 331 → 376 (+45)

9% more capital invested

Capital invested by funds: $926M → $1.01B (+$86.8M)

1.15% more ownership

Funds ownership: 200.53% → 201.69% (+1.2%)

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

Holders
376
Holders Change
+45
Holders Change %
+13.6%
% of All Funds
6.65%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.11%
New
68
Increased
113
Reduced
80
Closed
18
Calls
$708K
Puts
$443K
Net Calls
+$265K
Net Calls Change
-$466K

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$7.27M
2
Morgan Stanley
Morgan Stanley
New York
+$4.66M
3
Citadel Advisors
Citadel Advisors
Florida
+$4.57M
4
PFS
Prospera Financial Services
Texas
+$3.29M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.19M

Top Sellers

Rank Fund Capital Flow
1
HF
HRT Financial
New York
-$10.3M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$9.03M
3
BlackRock
BlackRock
New York
-$8.99M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$7.09M
5
OWA
Outlook Wealth Advisors
Texas
-$6.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
176
Archer Investment Corporation
Indiana
$434K – – –
AMG
177
Advisors Management Group
Wisconsin
$432K – – –
Rockefeller Capital Management
178
Rockefeller Capital Management
New York
$427K +$332K +7,045 +428%
VC
179
Veracity Capital
Georgia
$422K +$404K +8,570 New
UR
180
USCA RIA
Texas
$421K -$78.3K -1,660 -16%
AHC
181
Adell Harriman & Carpenter
Texas
$420K – – –
BCFS
182
Butensky & Cohen Financial Security
Florida
$416K -$13.2K -280 -3%
CT
183
Caldwell Trust
Florida
$407K +$140K +2,975 +56%
AWM
184
Alterna Wealth Management
Texas
$406K – – –
V
185
Veritable
Delaware
$405K – – –
MSFS
186
Main Street Financial Solutions
Pennsylvania
$403K +$387K +8,200 New
PWP
187
Principle Wealth Partners
Connecticut
$398K +$169K +3,590 +80%
HIA
188
Harbor Investment Advisory
Maryland
$396K – – –
WTC
189
WhitTier Trust Company
Nevada
$393K – – –
FWCM
190
Ferguson Wellman Capital Management
Oregon
$392K -$85K -1,800 -18%
GPA
191
Guidance Point Advisors
Massachusetts
$385K +$4.01K +85 +1%
NSIM
192
North Star Investment Management
Illinois
$381K – – –
HSA
193
HBK Sorce Advisory
Pennsylvania
$379K +$944 +20 +0.3%
AWA
194
Arkadios Wealth Advisors
Georgia
$374K -$2.6K -55 -0.7%
SAS
195
Sanford Advisory Services
Michigan
$369K +$354K +7,500 New
PSUF
196
People's United Financial
Connecticut
$364K – – –
CS
197
Comerica Securities
Michigan
$362K +$347K +7,355 New
GLLW
198
Graves Light Lenhart Wealth
Virginia
$360K – – –
MAS
199
Madden Advisory Services
Florida
$352K – – –
JWCA
200
J.W. Cole Advisors
Florida
$345K -$252K -5,345 -43%
6 7
8
9 10

IYH Hedge Fund Activity: Q4 2020 in Review

376 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q4 2020, worth a combined $1.01B — up 9.4% from $926M a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new IYH positions and 18 closed out — a net gain of 50 holders — while 113 added to existing stakes and 80 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $7.27M. The largest seller was HRT Financial, exiting entirely with an estimated $10.3M sold.

  • 376 institutional investors held iShares US Healthcare ETF (IYH) as of Q4 2020, up from 331 in Q3 2020.
  • Funds reported $1.01B of iShares US Healthcare ETF stock for Q4 2020, up 9.4% quarter-over-quarter.
  • 68 funds opened new iShares US Healthcare ETF positions in Q4 2020 and 18 closed out, a net change of +50 holders.
  • The largest iShares US Healthcare ETF buyer in Q4 2020 was Goldman Sachs, an estimated $7.27M added.
  • The largest iShares US Healthcare ETF seller in Q4 2020 was HRT Financial, an estimated $10.3M sold.

Based on aggregated 13F filings for Q4 2020.