iShares US Healthcare ETF
191 hedge funds and large institutions have $854M invested in iShares US Healthcare ETF in 2016 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 50 increasing their positions, 67 reducing their positions, and 32 closing their positions.
4.83% more ownership
Funds ownership: 230.02% → 234.84% (+4.8%)
3% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 32
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
4% less capital invested
Capital invested by funds: $891M → $854M (-$37.9M)
2% less funds holding
Funds holding: 194 → 191 (-3)
25% less repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 67
90% less call options, than puts
Call options by funds: $520K | Put options by funds: $5.26M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$86.9M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$9.39M |
| 3 |
Morgan Stanley
New York
|
+$7.08M |
| 4 |
MLIC
Mandatum Life Insurance Company
Helsinki,
Finland
|
+$5.9M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$5.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$40.2M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$31.3M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$29.6M |
| 4 |
SFI
SPC Financial Inc
Rockville,
Maryland
|
-$9.32M |
| 5 |
Koshinski Asset Management
Decatur,
Illinois
|
-$6.75M |
IYH Hedge Fund Activity: Q4 2016 in Review
191 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q4 2016, worth a combined $854M — down 4.2% from $891M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new IYH positions and 32 closed out — a net gain of 1 holder — while 50 added to existing stakes and 67 trimmed.
The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $86.9M. The largest seller was AssetMark Inc, cutting an estimated $40.2M.
- 191 institutional investors held iShares US Healthcare ETF (IYH) as of Q4 2016, down from 194 in Q3 2016.
- Funds reported $854M of iShares US Healthcare ETF stock for Q4 2016, down 4.2% quarter-over-quarter.
- 33 funds opened new iShares US Healthcare ETF positions in Q4 2016 and 32 closed out, a net change of +1 holder.
- The largest iShares US Healthcare ETF buyer in Q4 2016 was Manulife (Manufacturers Life Insurance), an estimated $86.9M added.
- The largest iShares US Healthcare ETF seller in Q4 2016 was AssetMark Inc, an estimated $40.2M sold.
Based on aggregated 13F filings for Q4 2016.