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iShares US Healthcare ETF
IYH

240 hedge funds and large institutions have $755M invested in iShares US Healthcare ETF in 2018 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 70 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

332% more call options, than puts

Call options by funds: $6.08M | Put options by funds: $1.41M

4.88% more ownership

Funds ownership: 206.4% → 211.28% (+4.9%)

0% more capital invested

Capital invested by funds: $755M → $755M (+$255K)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less funds holding

Funds holding: 247 → 240 (-7)

23% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 70

28% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 25

Holders
240
Holders Change
-7
Holders Change %
-2.83%
% of All Funds
5.49%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
54
Reduced
70
Closed
25
Calls
$6.08M
Puts
$1.41M
Net Calls
+$4.67M
Net Calls Change
-$768K

Top Buyers

1
CWM
Cornerstone Wealth Management
Missouri
+$43.6M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$13.1M
3
CS
Credit Suisse
Switzerland
+$4.11M
4
Bank of America
Bank of America
North Carolina
+$2.03M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.68M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$15.7M
2
RAM
Riggs Asset Management
Pennsylvania
-$6.92M
3
SG Americas Securities
SG Americas Securities
New York
-$6.31M
4
UCFA
United Capital Financial Advisors
Texas
-$4.33M
5
GC
Grimes & Company
Massachusetts
-$4.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
TAF
1
Tredje AP-fonden
Sweden
$149M – – –
Bank of America
2
Bank of America
North Carolina
$107M +$2.03M +57,685 +2%
Morgan Stanley
3
Morgan Stanley
New York
$105M -$565K -16,035 -0.5%
UBS Group
4
UBS Group
Switzerland
$40.8M +$1.64M +46,500 +4%
Wells Fargo
5
Wells Fargo
California
$37M -$1.02M -28,910 -3%
LPL Financial
6
LPL Financial
California
$29.5M -$768K -21,780 -3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$21.7M +$1.68M +47,620 +8%
UCFA
8
United Capital Financial Advisors
Texas
$16.8M -$4.33M -122,755 -21%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$16M +$13.1M +370,455 +475%
Ameriprise
10
Ameriprise
Minnesota
$12.8M -$452K -12,820 -3%
Deutsche Bank
11
Deutsche Bank
Germany
$9.65M – – –
RJA
12
Raymond James & Associates
Florida
$9.32M -$158K -4,490 -2%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$9.27M -$19.7K -560 -0.2%
CS
14
Credit Suisse
Switzerland
$7.89M +$4.11M +116,715 +111%
MCM
15
Murphy Capital Management
New Jersey
$7.8M -$164K -4,650 -2%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$7.59M -$338K -9,590 -4%
Citadel Advisors
17
Citadel Advisors
Florida
$7.51M -$1.01M -28,545 -12%
OC
18
Oakworth Capital
Alabama
$7.18M +$30.1K +855 +0.4%
GLA
19
Great Lakes Advisors
Illinois
$6.18M -$20.4K -580 -0.3%
JMPWA
20
JP Morgan Private Wealth Advisors
California
$6.1M -$283K -8,015 -4%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$4.82M – – –
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$4.52M -$184K -5,225 -4%
PWW
23
Pettyjohn Wood & White
Virginia
$4.41M -$48.5K -1,375 -1%
CIA
24
Capital Investment Advisors
Georgia
$4.4M -$61.9K -1,755 -1%
SAM
25
SP Asset Management
California
$4.32M +$3.96M +112,280 New
1
2 3 4 5

IYH Hedge Fund Activity: Q2 2018 in Review

240 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q2 2018, worth a combined $755M — up 0.03% from $755M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of IYH and 18 opened new positions — a net loss of 7 holders — while 70 trimmed existing stakes and 54 added.

The largest buyer was Cornerstone Wealth Management, adding an estimated $43.6M. The largest seller was Bank of New York Mellon, cutting an estimated $15.7M.

  • 240 institutional investors held iShares US Healthcare ETF (IYH) as of Q2 2018, down from 247 in Q1 2018.
  • Funds reported $755M of iShares US Healthcare ETF stock for Q2 2018, up 0.03% quarter-over-quarter.
  • 18 funds opened new iShares US Healthcare ETF positions in Q2 2018 and 25 closed out, a net change of -7 holders.
  • The largest iShares US Healthcare ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $43.6M added.
  • The largest iShares US Healthcare ETF seller in Q2 2018 was Bank of New York Mellon, an estimated $15.7M sold.

Based on aggregated 13F filings for Q2 2018.