iShares US Healthcare ETF
183 hedge funds and large institutions have $818M invested in iShares US Healthcare ETF in 2016 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 64 reducing their positions, and 18 closing their positions.
6% more capital invested
Capital invested by funds: $768M → $818M (+$49.9M)
0% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 18
0.41% less ownership
Funds ownership: 216.53% → 216.12% (-0.41%)
1% less funds holding
Funds holding: 184 → 183 (-1)
19% less repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 64
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
50% less call options, than puts
Call options by funds: $4.45M | Put options by funds: $8.86M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$25.4M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$24.2M |
| 3 |
Bank of New York Mellon
New York
|
+$8.21M |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$5.18M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$29.7M |
| 2 |
AssetMark Inc
Concord,
California
|
-$14.4M |
| 3 |
VF
Virtu Financial
New York
|
-$11.1M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$3.9M |
| 5 |
AIG
American International Group
New York
|
-$3.13M |
IYH Hedge Fund Activity: Q2 2016 in Review
183 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q2 2016, worth a combined $818M — up 6.5% from $768M a quarter earlier.
Fund positioning in IYH was balanced in Q2 2016: 18 funds opened new positions, 18 closed out, 52 added to existing stakes and 64 trimmed.
The largest buyer was United Capital Financial Advisors, adding an estimated $25.4M. The largest seller was LPL Financial, cutting an estimated $29.7M.
- 183 institutional investors held iShares US Healthcare ETF (IYH) as of Q2 2016, down from 184 in Q1 2016.
- Funds reported $818M of iShares US Healthcare ETF stock for Q2 2016, up 6.5% quarter-over-quarter.
- 18 funds opened new iShares US Healthcare ETF positions in Q2 2016 and 18 closed out, a net change of 0 holders.
- The largest iShares US Healthcare ETF buyer in Q2 2016 was United Capital Financial Advisors, an estimated $25.4M added.
- The largest iShares US Healthcare ETF seller in Q2 2016 was LPL Financial, an estimated $29.7M sold.
Based on aggregated 13F filings for Q2 2016.