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iShares US Healthcare ETF
IYH

190 hedge funds and large institutions have $853M invested in iShares US Healthcare ETF in 2016 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 49 increasing their positions, 67 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.79% more ownership

Funds ownership: 229.92% → 234.72% (+4.8%)

6% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 32

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

4% less capital invested

Capital invested by funds: $891M → $853M (-$37.5M)

1% less funds holding

Funds holding: 192 → 190 (-2)

27% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 67

90% less call options, than puts

Call options by funds: $520K | Put options by funds: $5.26M

Holders
190
Holders Change
-2
Holders Change %
-1.04%
% of All Funds
4.75%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
34
Increased
49
Reduced
67
Closed
32
Calls
$520K
Puts
$5.26M
Net Calls
-$4.74M
Net Calls Change
-$4.84M

Top Buyers

Rank Fund Capital Flow
1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$86.9M
2
UBS Group
UBS Group
Switzerland
+$9.39M
3
Morgan Stanley
Morgan Stanley
New York
+$7.08M
4
MLIC
Mandatum Life Insurance Company
Finland
+$5.9M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$5.25M

Top Sellers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
-$40.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$31.3M
3
UCFA
United Capital Financial Advisors
Texas
-$29.6M
4
SFI
SPC Financial Inc
Maryland
-$9.32M
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$6.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFM
201
Boothbay Fund Management
New York
– -$638K -21,230 Closed
CWM
202
Concert Wealth Management
California
– -$609K -20,185 Closed
IFS
203
Ifrah Financial Services
Arkansas
– -$572K -19,045 Closed
11A
204
10-15 Associates
New York
– -$539K -17,940 Closed
CC
205
Cedar Capital
Illinois
– -$511K -17,030 Closed
IH
206
IFC Holdings
Florida
– -$477K -15,830 Closed
CCB
207
Cutter & Co Brokerage
Missouri
– -$339K -11,295 Closed
Jane Street
208
Jane Street
New York
– -$325K -10,810 Closed
PWLP
209
Prio Wealth Limited Partnership
Massachusetts
– -$285K -9,500 Closed
CG
210
Cutler Group
California
– -$271K -9,340 Closed
CAN
211
Cetera Advisor Networks
California
– -$251K -8,370 Closed
VFA
212
Voya Financial Advisors
Connecticut
– -$231K -7,760 Closed
DW
213
Domani Wealth
Pennsylvania
– -$218K -7,250 Closed
CPA
214
Capital Planning Advisors
California
– -$217K -7,215 Closed
CWM
215
Cornerstone Wealth Management
Missouri
– -$216K -7,215 Closed
AAS
216
Annex Advisory Services
Wisconsin
– -$206K -6,870 Closed
FA
217
FDx Advisors
Illinois
– -$204K -6,790 Closed
Mariner
218
Mariner
Kansas
– -$78K -2,595 Closed
JFA
219
JNBA Financial Advisors
Minnesota
– -$74K -2,455 Closed
S
220
SignatureFD
Georgia
– -$74K -2,455 Closed
IWMPD
221
Integrated Wealth Management (Palm Desert)
California
– -$40K -1,330 Closed
ADL
222
Asset Dedication LLC
California
– -$12K -395 Closed
CAL
223
Capital Analysts LLC
Pennsylvania
– -$8.26K -275 Closed
ACM
224
Argentus Capital Management
Texas
– -$2K -55 Closed
5 6 7 8
9

IYH Hedge Fund Activity: Q4 2016 in Review

190 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q4 2016, worth a combined $853M — down 4.2% from $891M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new IYH positions and 32 closed out — a net gain of 2 holders — while 49 added to existing stakes and 67 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $86.9M. The largest seller was AssetMark Inc, cutting an estimated $40.2M.

  • 190 institutional investors held iShares US Healthcare ETF (IYH) as of Q4 2016, down from 192 in Q3 2016.
  • Funds reported $853M of iShares US Healthcare ETF stock for Q4 2016, down 4.2% quarter-over-quarter.
  • 34 funds opened new iShares US Healthcare ETF positions in Q4 2016 and 32 closed out, a net change of +2 holders.
  • The largest iShares US Healthcare ETF buyer in Q4 2016 was Manulife (Manufacturers Life Insurance), an estimated $86.9M added.
  • The largest iShares US Healthcare ETF seller in Q4 2016 was AssetMark Inc, an estimated $40.2M sold.

Based on aggregated 13F filings for Q4 2016.