iShares US Healthcare ETF
207 hedge funds and large institutions have $1.36B invested in iShares US Healthcare ETF in 2015 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 71 increasing their positions, 57 reducing their positions, and 15 closing their positions.
133% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 15
25% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 57
14% more capital invested
Capital invested by funds: $1.2B → $1.36B (+$164M)
8% more funds holding
Funds holding: 192 → 207 (+15)
0% more funds holding in top 10
Funds holding in top 10: 10 → 10 (0)
39.59% less ownership
Funds ownership: 324.1% → 284.51% (-40%)
49% less call options, than puts
Call options by funds: $1.47M | Put options by funds: $2.88M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CM
Churchill Management
Los Angeles,
California
|
+$88.1M |
| 2 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$61.9M |
| 3 |
Morgan Stanley
New York
|
+$47.4M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$39.9M |
| 5 |
AssetMark Inc
Concord,
California
|
+$37.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$279M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$38.4M |
| 3 |
Citigroup
New York
|
-$30.1M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$3.51M |
| 5 |
CP
Cinque Partners
Los Angeles,
California
|
-$3.37M |
IYH Hedge Fund Activity: Q1 2015 in Review
207 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q1 2015, worth a combined $1.36B — up 14% from $1.2B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new IYH positions and 15 closed out — a net gain of 20 holders — while 71 added to existing stakes and 57 trimmed.
The largest buyer was Churchill Management, opening a new position worth an estimated $88.1M. The largest seller was Goldman Sachs, cutting an estimated $279M.
- 207 institutional investors held iShares US Healthcare ETF (IYH) as of Q1 2015, up from 192 in Q4 2014.
- Funds reported $1.36B of iShares US Healthcare ETF stock for Q1 2015, up 14% quarter-over-quarter.
- 35 funds opened new iShares US Healthcare ETF positions in Q1 2015 and 15 closed out, a net change of +20 holders.
- The largest iShares US Healthcare ETF buyer in Q1 2015 was Churchill Management, an estimated $88.1M added.
- The largest iShares US Healthcare ETF seller in Q1 2015 was Goldman Sachs, an estimated $279M sold.
Based on aggregated 13F filings for Q1 2015.