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iShares US Healthcare ETF

331 hedge funds and large institutions have $926M invested in iShares US Healthcare ETF in 2020 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 90 increasing their positions, 110 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $2.07M | Put options by funds: $1.34M

18% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 22

1% more funds holding

Funds holding: 329331 (+2)

7% less capital invested

Capital invested by funds: $1,000M → $926M (-$73.9M)

11.37% less ownership

Funds ownership: 211.91%200.53% (-11%)

18% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 110

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
331
Holders Change
+2
Holders Change %
+0.61%
% of All Funds
6.68%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.14%
New
26
Increased
90
Reduced
110
Closed
22
Calls
$2.07M
Puts
$1.34M
Net Calls
+$731K
Net Calls Change
-$775K
Name Holding Trade Value Shares
Change
Change in
Stake
SSB
201
Sandy Spring Bank
Maryland
$271K -$3.4K -75 -1%
EIA
202
Eldridge Investment Advisors
New Hampshire
$268K
BPB
203
Badgley, Phelps & Bell
Washington
$267K
BP
204
BBR Partners
New York
$267K +$266K +5,875 New
PP
205
Patten & Patten
Tennessee
$262K -$22.6K -500 -8%
NCM
206
Narwhal Capital Management
Georgia
$261K
EBT
207
Enterprise Bank & Trust
Massachusetts
$254K
WAM
208
Wealthspire Advisors (Maryland)
Maryland
$254K +$25.6K +565 +11%
GFP
209
Gryphon Financial Partners
Ohio
$254K +$32.1K +710 +15%
CAM
210
Cozad Asset Management
Illinois
$253K -$65.6K -1,450 -21%
FMWA
211
Forvis Mazars Wealth Advisors
Missouri
$250K
PA
212
Procyon Advisors
Connecticut
$250K
MWM
213
Modera Wealth Management
New Jersey
$249K
CRC
214
Curi RMB Capital
Illinois
$249K +$905 +20 +0.4%
BWA
215
BDO Wealth Advisors
Florida
$248K -$28.1K -620 -10%
CCM
216
Colorado Capital Management
Colorado
$248K
FM
217
Family Management
New York
$244K -$81.5K -1,800 -25%
DY
218
Dowling & Yahnke
California
$242K -$24.2K -535 -9%
CWM
219
Cornerstone Wealth Management
Missouri
$242K -$22.6K -500 -9%
GPA
220
Garrison Point Advisors
California
$241K -$4.53K -100 -2%
CT
221
Caldwell Trust
Florida
$241K +$60K +1,325 +33%
GP
222
Girard Partners
Pennsylvania
$240K -$52.7K -1,165 -18%
IWC
223
Integrated Wealth Concepts
Massachusetts
$240K +$239K +5,280 New
CAN
224
Cetera Advisor Networks
California
$237K -$104K -2,300 -31%
DWM
225
Darwin Wealth Management
Florida
$234K

IYH Hedge Fund Activity: Q3 2020 in Review

331 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q3 2020, worth a combined $926M — down 7.4% from $1,000M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IYH positions and 22 closed out — a net gain of 4 holders — while 90 added to existing stakes and 110 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $11.7M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $87.4M.

  • 331 institutional investors held iShares US Healthcare ETF (IYH) as of Q3 2020, up from 329 in Q2 2020.
  • Funds reported $926M of iShares US Healthcare ETF stock for Q3 2020, down 7.4% quarter-over-quarter.
  • 26 funds opened new iShares US Healthcare ETF positions in Q3 2020 and 22 closed out, a net change of +4 holders.
  • The largest iShares US Healthcare ETF buyer in Q3 2020 was Royal Bank of Canada, an estimated $11.7M added.
  • The largest iShares US Healthcare ETF seller in Q3 2020 was Manulife (Manufacturers Life Insurance), an estimated $87.4M sold.

Based on aggregated 13F filings for Q3 2020.