iShares US Healthcare ETF
220 hedge funds and large institutions have $908M invested in iShares US Healthcare ETF in 2017 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 68 increasing their positions, 65 reducing their positions, and 16 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
44% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 16
10% more capital invested
Capital invested by funds: $827M → $908M (+$80.9M)
5.37% more ownership
Funds ownership: 212.2% → 217.58% (+5.4%)
2% more funds holding
Funds holding: 215 → 220 (+5)
5% more repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 65
67% less call options, than puts
Call options by funds: $1.56M | Put options by funds: $4.77M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$31.1M |
| 2 |
Morgan Stanley
New York
|
+$28M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$17.8M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$5.73M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$4.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$17.5M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$12.7M |
| 3 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
-$7.95M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$6.62M |
| 5 |
NA
Navellier & Associates
Reno,
Nevada
|
-$6.26M |
IYH Hedge Fund Activity: Q3 2017 in Review
220 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q3 2017, worth a combined $908M — up 9.8% from $827M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new IYH positions and 16 closed out — a net gain of 7 holders — while 68 added to existing stakes and 65 trimmed.
The largest buyer was Bank of America, adding an estimated $31.1M. The largest seller was Bank of New York Mellon, cutting an estimated $17.5M.
- 220 institutional investors held iShares US Healthcare ETF (IYH) as of Q3 2017, up from 215 in Q2 2017.
- Funds reported $908M of iShares US Healthcare ETF stock for Q3 2017, up 9.8% quarter-over-quarter.
- 23 funds opened new iShares US Healthcare ETF positions in Q3 2017 and 16 closed out, a net change of +7 holders.
- The largest iShares US Healthcare ETF buyer in Q3 2017 was Bank of America, an estimated $31.1M added.
- The largest iShares US Healthcare ETF seller in Q3 2017 was Bank of New York Mellon, an estimated $17.5M sold.
Based on aggregated 13F filings for Q3 2017.