iShares US Healthcare ETF
289 hedge funds and large institutions have $941M invested in iShares US Healthcare ETF in 2018 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 100 increasing their positions, 65 reducing their positions, and 35 closing their positions.
475% more call options, than puts
Call options by funds: $4.47M | Put options by funds: $777K
66% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 35
54% more repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 65
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
7% more funds holding
Funds holding: 269 → 289 (+20)
0.44% less ownership
Funds ownership: 206.99% → 206.56% (-0.44%)
5% less capital invested
Capital invested by funds: $990M → $941M (-$49.2M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$59.9M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$17.8M |
| 3 |
Goldman Sachs
New York
|
+$17.2M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$16.4M |
| 5 |
GC
Grimes & Company
Westborough,
Massachusetts
|
+$12.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAF
Tredje AP-fonden
Se-111 91 Stockholm,
Sweden
|
-$79.7M |
| 2 |
Morgan Stanley
New York
|
-$25.8M |
| 3 |
TPWA
TRUE Private Wealth Advisors
Salem,
Oregon
|
-$11.6M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$7.98M |
| 5 |
NA
Navellier & Associates
Reno,
Nevada
|
-$7.62M |
IYH Hedge Fund Activity: Q4 2018 in Review
289 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q4 2018, worth a combined $941M — down 5% from $990M a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new IYH positions and 35 closed out — a net gain of 23 holders — while 100 added to existing stakes and 65 trimmed.
The largest buyer was Bank of Montreal, adding an estimated $59.9M. The largest seller was Tredje AP-fonden, cutting an estimated $79.7M.
- 289 institutional investors held iShares US Healthcare ETF (IYH) as of Q4 2018, up from 269 in Q3 2018.
- Funds reported $941M of iShares US Healthcare ETF stock for Q4 2018, down 5% quarter-over-quarter.
- 58 funds opened new iShares US Healthcare ETF positions in Q4 2018 and 35 closed out, a net change of +23 holders.
- The largest iShares US Healthcare ETF buyer in Q4 2018 was Bank of Montreal, an estimated $59.9M added.
- The largest iShares US Healthcare ETF seller in Q4 2018 was Tredje AP-fonden, an estimated $79.7M sold.
Based on aggregated 13F filings for Q4 2018.