iShares US Healthcare ETF
188 hedge funds and large institutions have $831M invested in iShares US Healthcare ETF in 2015 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 49 increasing their positions, 69 reducing their positions, and 32 closing their positions.
11.76% more ownership
Funds ownership: 201.81% → 213.57% (+12%)
0% more capital invested
Capital invested by funds: $830M → $831M (+$884K)
0% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 32
1% less funds holding
Funds holding: 189 → 188 (-1)
29% less repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 69
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
78% less call options, than puts
Call options by funds: $1.06M | Put options by funds: $4.83M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAF
Tredje AP-fonden
Se-111 91 Stockholm,
Sweden
|
+$124M |
| 2 |
LPL Financial
San Diego,
California
|
+$15.6M |
| 3 |
Bank of New York Mellon
New York
|
+$14.2M |
| 4 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
+$5.86M |
| 5 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$3.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$67.7M |
| 2 |
AssetMark Inc
Concord,
California
|
-$37.4M |
| 3 |
JP Morgan Chase
New York
|
-$13.5M |
| 4 |
HSBC Holdings
London,
United Kingdom
|
-$12.9M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$10.8M |
IYH Hedge Fund Activity: Q4 2015 in Review
188 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q4 2015, worth a combined $831M — up 0.11% from $830M a quarter earlier.
Fund positioning in IYH was balanced in Q4 2015: 32 funds opened new positions, 32 closed out, 49 added to existing stakes and 69 trimmed.
The largest buyer was Tredje AP-fonden, opening a new position worth an estimated $124M. The largest seller was Morgan Stanley, cutting an estimated $67.7M.
- 188 institutional investors held iShares US Healthcare ETF (IYH) as of Q4 2015, down from 189 in Q3 2015.
- Funds reported $831M of iShares US Healthcare ETF stock for Q4 2015, up 0.11% quarter-over-quarter.
- 32 funds opened new iShares US Healthcare ETF positions in Q4 2015 and 32 closed out, a net change of 0 holders.
- The largest iShares US Healthcare ETF buyer in Q4 2015 was Tredje AP-fonden, an estimated $124M added.
- The largest iShares US Healthcare ETF seller in Q4 2015 was Morgan Stanley, an estimated $67.7M sold.
Based on aggregated 13F filings for Q4 2015.