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iShares US Healthcare ETF
IYH

324 hedge funds and large institutions have $930M invested in iShares US Healthcare ETF in 2019 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 69 increasing their positions, 87 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

705% more call options, than puts

Call options by funds: $4.51M | Put options by funds: $561K

250% more funds holding in top 10

Funds holding in top 10: 2 → 7 (+5)

200% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 25

17% more funds holding

Funds holding: 278 → 324 (+46)

12% more capital invested

Capital invested by funds: $832M → $930M (+$97.8M)

1.96% more ownership

Funds ownership: 207.8% → 209.76% (+2%)

21% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 87

Holders
324
Holders Change
+46
Holders Change %
+16.55%
% of All Funds
6.38%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.14%
New
75
Increased
69
Reduced
87
Closed
25
Calls
$4.51M
Puts
$561K
Net Calls
+$3.95M
Net Calls Change
+$2.76M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$8.68M
2
KP
Keel Point
Alabama
+$6.32M
3
Bank of America
Bank of America
North Carolina
+$5.83M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$3.85M
5
Jane Street
Jane Street
New York
+$3.78M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$83.2M
2
CA
Cetera Advisors
Colorado
-$7.9M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.61M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.85M
5
JP Morgan Chase
JP Morgan Chase
New York
-$2.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
201
Acorn Wealth Advisors
Michigan
$257K -$11.3K -280 -4%
CF
202
Centaurus Financial
California
$256K +$240K +5,935 New
TFF
203
The Family Firm
Maryland
$253K +$237K +5,870 New
FCI
204
Financial Counselors Inc
Kansas
$252K -$10.1K -250 -4%
NCM
205
Narwhal Capital Management
Georgia
$248K – – –
SCG
206
Sonata Capital Group
Washington
$248K – – –
GPA
207
Garrison Point Advisors
California
$247K – – –
CAM
208
Cozad Asset Management
Illinois
$246K – – –
DY
209
Dowling & Yahnke
California
$243K -$3.03K -75 -1%
EBT
210
Enterprise Bank & Trust
Massachusetts
$242K – – –
PP
211
Patten & Patten
Tennessee
$242K +$226K +5,600 New
TP
212
Tranquility Partners
Tennessee
$238K – – –
FMWA
213
Forvis Mazars Wealth Advisors
Missouri
$237K – – –
AIC
214
Archer Investment Corporation
Indiana
$235K – – –
BWA
215
BDO Wealth Advisors
Florida
$235K – – –
CCM
216
Colorado Capital Management
Colorado
$235K – – –
CRC
217
Curi RMB Capital
Illinois
$234K +$1.61K +40 +0.7%
AWA
218
Arkadios Wealth Advisors
Georgia
$230K +$211K +5,225 New
VFA
219
Voya Financial Advisors
Connecticut
$230K -$5.65K -140 -3%
SIA
220
Soltis Investment Advisors
Utah
$224K +$210K +5,195 New
DWM
221
Darwin Wealth Management
Florida
$222K +$208K +5,155 New
BBNA
222
Bremer Bank National Association
Minnesota
$220K -$19.2K -475 -9%
OPS
223
Orion Portfolio Solutions
Nebraska
$217K +$203K +5,030 New
KTC
224
Kistler-Tiffany Companies
Pennsylvania
$216K – – –
REMPR
225
Roof Eidam Maycock Peralta (REMP)
California
$216K – – –
7 8
9
10 11

IYH Hedge Fund Activity: Q4 2019 in Review

324 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q4 2019, worth a combined $930M — up 12% from $832M a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new IYH positions and 25 closed out — a net gain of 50 holders — while 69 added to existing stakes and 87 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.68M. The largest seller was BlackRock, cutting an estimated $83.2M.

  • 324 institutional investors held iShares US Healthcare ETF (IYH) as of Q4 2019, up from 278 in Q3 2019.
  • Funds reported $930M of iShares US Healthcare ETF stock for Q4 2019, up 12% quarter-over-quarter.
  • 75 funds opened new iShares US Healthcare ETF positions in Q4 2019 and 25 closed out, a net change of +50 holders.
  • The largest iShares US Healthcare ETF buyer in Q4 2019 was Morgan Stanley, an estimated $8.68M added.
  • The largest iShares US Healthcare ETF seller in Q4 2019 was BlackRock, an estimated $83.2M sold.

Based on aggregated 13F filings for Q4 2019.