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iShares US Healthcare ETF

215 hedge funds and large institutions have $827M invested in iShares US Healthcare ETF in 2017 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 43 increasing their positions, 78 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 12

6% more funds holding

Funds holding: 202215 (+13)

4% more capital invested

Capital invested by funds: $791M → $827M (+$35.4M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.6% less ownership

Funds ownership: 214.8%212.2% (-2.6%)

45% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 78

83% less call options, than puts

Call options by funds: $1.53M | Put options by funds: $8.87M

Holders
215
Holders Change
+13
Holders Change %
+6.44%
% of All Funds
5.36%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
28
Increased
43
Reduced
78
Closed
12
Calls
$1.53M
Puts
$8.87M
Net Calls
-$7.33M
Net Calls Change
-$7.03M
Name Holding Trade Value Shares
Change
Change in
Stake
TAF
1
Tredje AP-fonden
Sweden
$139M
Bank of America
2
Bank of America
North Carolina
$78.6M -$19.4M -607,025 -20%
Morgan Stanley
3
Morgan Stanley
New York
$59.1M -$4.4M -137,895 -7%
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$46.2M +$44.3M +1,387,130 +138,713%
UBS Group
5
UBS Group
Switzerland
$45.6M -$9.42M -294,935 -18%
Wells Fargo
6
Wells Fargo
California
$41.3M -$293K -9,160 -0.7%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$32.7M +$439K +13,755 +1%
LPL Financial
8
LPL Financial
California
$25.9M -$3.43M -107,305 -12%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$23.1M +$17.3M +540,905 +349%
BlackRock
10
BlackRock
New York
$21.5M
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$21.4M +$3.8M +118,885 +23%
UCFA
12
United Capital Financial Advisors
Texas
$20M +$3.87M +121,000 +25%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$17.2M -$2.77M -86,565 -14%
Ameriprise
14
Ameriprise
Minnesota
$17M -$1.1M -34,470 -6%
Goldman Sachs
15
Goldman Sachs
New York
$15.3M -$45M -1,409,890 -75%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$9.07M +$142K +4,430 +2%
PFG
17
Piershale Financial Group
Illinois
$7.95M
MCM
18
Murphy Capital Management
New Jersey
$7.73M -$149K -4,675 -2%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$7.3M +$348K +10,900 +5%
CS
20
Credit Suisse
Switzerland
$6.62M -$2.26M -70,880 -26%
RAM
21
Riggs Asset Management
Pennsylvania
$6.56M +$5.94M +185,830 +1,627%
NA
22
Navellier & Associates
Nevada
$6.26M +$6.01M +188,195 New
RJFSA
23
Raymond James Financial Services Advisors
Florida
$6.09M -$1.73M -54,060 -23%
AP
24
Advisors Preferred
Maryland
$6.06M +$5.82M +182,160 New
GLA
25
Great Lakes Advisors
Illinois
$5.97M +$362K +11,330 +7%

IYH Hedge Fund Activity: Q2 2017 in Review

215 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q2 2017, worth a combined $827M — up 4.5% from $791M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IYH positions and 12 closed out — a net gain of 16 holders — while 43 added to existing stakes and 78 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $44.3M. The largest seller was Goldman Sachs, cutting an estimated $45M.

  • 215 institutional investors held iShares US Healthcare ETF (IYH) as of Q2 2017, up from 202 in Q1 2017.
  • Funds reported $827M of iShares US Healthcare ETF stock for Q2 2017, up 4.5% quarter-over-quarter.
  • 28 funds opened new iShares US Healthcare ETF positions in Q2 2017 and 12 closed out, a net change of +16 holders.
  • The largest iShares US Healthcare ETF buyer in Q2 2017 was Manulife (Manufacturers Life Insurance), an estimated $44.3M added.
  • The largest iShares US Healthcare ETF seller in Q2 2017 was Goldman Sachs, an estimated $45M sold.

Based on aggregated 13F filings for Q2 2017.