iShares US Healthcare ETF
247 hedge funds and large institutions have $755M invested in iShares US Healthcare ETF in 2018 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 54 increasing their positions, 76 reducing their positions, and 23 closing their positions.
227% more call options, than puts
Call options by funds: $7.84M | Put options by funds: $2.4M
43% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 23
2% more funds holding
Funds holding: 241 → 247 (+6)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
9.97% less ownership
Funds ownership: 216.37% → 206.4% (-10%)
11% less capital invested
Capital invested by funds: $851M → $755M (-$96.6M)
29% less repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 76
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$28.8M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$9.75M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$6.69M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$4.2M |
| 5 |
HPWM
Highland Private Wealth Management
Bellevue,
Washington
|
+$2.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$53.1M |
| 2 |
Goldman Sachs
New York
|
-$15.9M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$14.6M |
| 4 |
GC
Grimes & Company
Westborough,
Massachusetts
|
-$13.8M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$13.8M |
IYH Hedge Fund Activity: Q1 2018 in Review
247 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q1 2018, worth a combined $755M — down 11% from $851M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new IYH positions and 23 closed out — a net gain of 10 holders — while 54 added to existing stakes and 76 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $28.8M. The largest seller was Bank of Montreal, cutting an estimated $53.1M.
- 247 institutional investors held iShares US Healthcare ETF (IYH) as of Q1 2018, up from 241 in Q4 2017.
- Funds reported $755M of iShares US Healthcare ETF stock for Q1 2018, down 11% quarter-over-quarter.
- 33 funds opened new iShares US Healthcare ETF positions in Q1 2018 and 23 closed out, a net change of +10 holders.
- The largest iShares US Healthcare ETF buyer in Q1 2018 was Morgan Stanley, an estimated $28.8M added.
- The largest iShares US Healthcare ETF seller in Q1 2018 was Bank of Montreal, an estimated $53.1M sold.
Based on aggregated 13F filings for Q1 2018.