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iShares US Healthcare ETF
IYH

215 hedge funds and large institutions have $827M invested in iShares US Healthcare ETF in 2017 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 43 increasing their positions, 78 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 12

6% more funds holding

Funds holding: 202 → 215 (+13)

4% more capital invested

Capital invested by funds: $791M → $827M (+$35.4M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

2.6% less ownership

Funds ownership: 214.8% → 212.2% (-2.6%)

45% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 78

83% less call options, than puts

Call options by funds: $1.53M | Put options by funds: $8.87M

Holders
215
Holders Change
+13
Holders Change %
+6.44%
% of All Funds
5.36%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
28
Increased
43
Reduced
78
Closed
12
Calls
$1.53M
Puts
$8.87M
Net Calls
-$7.33M
Net Calls Change
-$7.03M

Top Buyers

Rank Fund Capital Flow
1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$44.3M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$17.3M
3
NA
Navellier & Associates
Nevada
+$6.01M
4
RAM
Riggs Asset Management
Pennsylvania
+$5.94M
5
AP
Advisors Preferred
Maryland
+$5.82M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$45M
2
Bank of America
Bank of America
North Carolina
-$19.4M
3
UBS Group
UBS Group
Switzerland
-$9.42M
4
MLIC
Mandatum Life Insurance Company
Finland
-$5.47M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$5.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
NA
201
NewEdge Advisors
Louisiana
$25.4K +$24.4K +765 New
BGC
202
Blue Granite Capital
South Carolina
$21K – – –
TDC
203
Thompson Davis & Co
Virginia
$17K -$160K -5,000 -91%
FHA
204
First Horizon Advisors
Tennessee
$16K – – –
SEI Investments
205
SEI Investments
Pennsylvania
$16K – – –
PG
206
Patten Group
Tennessee
$13K – – –
KPCM
207
Kings Point Capital Management
New York
$12K – – –
MWM
208
MinichMacGregor Wealth Management
New York
$9K – – –
TSW
209
Thompson Siegel & Walmsley
Virginia
$8K – – –
HFM
210
Hartford Financial Management
Connecticut
$8K +$8.14K +255 New
AWM
211
Avior Wealth Management
Nebraska
$7K – – –
SIA
212
Spruce Investment Advisors
Connecticut
$6K – – –
WA
213
WFG Advisors
Texas
$5K -$2.88K -90 -36%
BTIS
214
BB&T Investment Services
North Carolina
$5K – – –
YWP
215
YorkBridge Wealth Partners
New York
$3K – – –
AssetMark Inc
216
AssetMark Inc
California
$2K – – –
IWM
217
IHT Wealth Management
Illinois
$188 -$70.4K -2,205 -8%
M&T Bank
218
M&T Bank
New York
– -$1.81M -58,090 Closed
CAM
219
Concorde Asset Management
Michigan
– -$464K -14,890 Closed
SS
220
Simplicity Solutions
Minnesota
– -$456K -14,630 Closed
VFA
221
Voya Financial Advisors
Connecticut
– -$447K -14,320 Closed
PAG
222
Private Advisory Group
Washington
– -$438K -14,065 Closed
BFG
223
Barber Financial Group
Kansas
– -$393K -12,635 Closed
GLA
224
Good Life Advisors
Pennsylvania
– -$260K -8,385 Closed
DW
225
Domani Wealth
Pennsylvania
– -$202K -6,500 Closed
6 7 8
9
10

IYH Hedge Fund Activity: Q2 2017 in Review

215 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q2 2017, worth a combined $827M — up 4.5% from $791M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IYH positions and 12 closed out — a net gain of 16 holders — while 43 added to existing stakes and 78 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $44.3M. The largest seller was Goldman Sachs, cutting an estimated $45M.

  • 215 institutional investors held iShares US Healthcare ETF (IYH) as of Q2 2017, up from 202 in Q1 2017.
  • Funds reported $827M of iShares US Healthcare ETF stock for Q2 2017, up 4.5% quarter-over-quarter.
  • 28 funds opened new iShares US Healthcare ETF positions in Q2 2017 and 12 closed out, a net change of +16 holders.
  • The largest iShares US Healthcare ETF buyer in Q2 2017 was Manulife (Manufacturers Life Insurance), an estimated $44.3M added.
  • The largest iShares US Healthcare ETF seller in Q2 2017 was Goldman Sachs, an estimated $45M sold.

Based on aggregated 13F filings for Q2 2017.