iShares US Healthcare ETF
194 hedge funds and large institutions have $891M invested in iShares US Healthcare ETF in 2016 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 61 increasing their positions, 63 reducing their positions, and 10 closing their positions.
140% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 10
13.89% more ownership
Funds ownership: 216.12% → 230.02% (+14%)
9% more capital invested
Capital invested by funds: $818M → $891M (+$73M)
6% more funds holding
Funds holding: 183 → 194 (+11)
5% more call options, than puts
Call options by funds: $2.28M | Put options by funds: $2.18M
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
3% less repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 63
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$12.5M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$10.5M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$8.2M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$7.23M |
| 5 |
Koshinski Asset Management
Decatur,
Illinois
|
+$7.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$9.68M |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$4.13M |
| 3 |
NPC
National Planning Corporation
El Segundo,
California
|
-$963K |
| 4 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
-$697K |
| 5 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$551K |
IYH Hedge Fund Activity: Q3 2016 in Review
194 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q3 2016, worth a combined $891M — up 8.9% from $818M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new IYH positions and 10 closed out — a net gain of 14 holders — while 61 added to existing stakes and 63 trimmed.
The largest buyer was United Capital Financial Advisors, adding an estimated $12.5M. The largest seller was AssetMark Inc, cutting an estimated $9.68M.
- 194 institutional investors held iShares US Healthcare ETF (IYH) as of Q3 2016, up from 183 in Q2 2016.
- Funds reported $891M of iShares US Healthcare ETF stock for Q3 2016, up 8.9% quarter-over-quarter.
- 24 funds opened new iShares US Healthcare ETF positions in Q3 2016 and 10 closed out, a net change of +14 holders.
- The largest iShares US Healthcare ETF buyer in Q3 2016 was United Capital Financial Advisors, an estimated $12.5M added.
- The largest iShares US Healthcare ETF seller in Q3 2016 was AssetMark Inc, an estimated $9.68M sold.
Based on aggregated 13F filings for Q3 2016.