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iShares US Healthcare ETF

304 hedge funds and large institutions have $793M invested in iShares US Healthcare ETF in 2020 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 76 increasing their positions, 108 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $2.48M | Put options by funds: $1.34M

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

6% less funds holding

Funds holding: 324304 (-20)

10.39% less ownership

Funds ownership: 209.76%199.37% (-10%)

15% less capital invested

Capital invested by funds: $930M → $793M (-$137M)

30% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 108

33% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 46

Holders
304
Holders Change
-20
Holders Change %
-6.17%
% of All Funds
6.7%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
31
Increased
76
Reduced
108
Closed
46
Calls
$2.48M
Puts
$1.34M
Net Calls
+$1.14M
Net Calls Change
-$2.81M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
201
Cornerstone Wealth Management
Missouri
$215K -$10.3K -250 -4%
TFF
202
The Family Firm
Maryland
$215K -$5.76K -140 -2%
CAM
203
Cozad Asset Management
Illinois
$214K
DY
204
Dowling & Yahnke
California
$211K
EBT
205
Enterprise Bank & Trust
Massachusetts
$210K
FMWA
206
Forvis Mazars Wealth Advisors
Missouri
$207K
TP
207
Tranquility Partners
Tennessee
$207K
MWM
208
Modera Wealth Management
New Jersey
$205K -$34.8K -845 -13%
CCM
209
Colorado Capital Management
Colorado
$204K
CRC
210
Curi RMB Capital
Illinois
$204K
GPA
211
Garrison Point Advisors
California
$203K -$13.4K -325 -6%
DWM
212
Darwin Wealth Management
Florida
$193K
OPS
213
Orion Portfolio Solutions
Nebraska
$189K
SNT
214
Security National Trust
West Virginia
$169K
AWA
215
Arkadios Wealth Advisors
Georgia
$167K -$32.1K -780 -15%
MRCM
216
M&R Capital Management
New Jersey
$164K
PA
217
Parallel Advisors
California
$161K +$16.2K +395 +10%
IA
218
IFP Advisors
Florida
$152K +$7.61K +185 +5%
FRA
219
Front Row Advisors
California
$150K
CT
220
Caldwell Trust
Florida
$149K
VCP
221
Verus Capital Partners
Arizona
$145K -$411 -10 -0.3%
SWM
222
Sugarloaf Wealth Management
Georgia
$143K
SF
223
Synovus Financial
Georgia
$132K +$27.6K +670 +24%
HDIM
224
Hanson & Doremus Investment Management
Vermont
$123K
DSC
225
Duncker Streett & Co
Missouri
$121K

IYH Hedge Fund Activity: Q1 2020 in Review

304 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q1 2020, worth a combined $793M — down 15% from $930M a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of IYH and 31 opened new positions — a net loss of 15 holders — while 108 trimmed existing stakes and 76 added.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $122M. The largest seller was Tredje AP-fonden, exiting entirely with an estimated $89.7M sold.

  • 304 institutional investors held iShares US Healthcare ETF (IYH) as of Q1 2020, down from 324 in Q4 2019.
  • Funds reported $793M of iShares US Healthcare ETF stock for Q1 2020, down 15% quarter-over-quarter.
  • 31 funds opened new iShares US Healthcare ETF positions in Q1 2020 and 46 closed out, a net change of -15 holders.
  • The largest iShares US Healthcare ETF buyer in Q1 2020 was Manulife (Manufacturers Life Insurance), an estimated $122M added.
  • The largest iShares US Healthcare ETF seller in Q1 2020 was Tredje AP-fonden, an estimated $89.7M sold.

Based on aggregated 13F filings for Q1 2020.