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iShares US Healthcare ETF

289 hedge funds and large institutions have $873M invested in iShares US Healthcare ETF in 2019 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 73 increasing their positions, 112 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

661% more call options, than puts

Call options by funds: $3.42M | Put options by funds: $449K

4% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 28

1% less funds holding

Funds holding: 293289 (-4)

15% less capital invested

Capital invested by funds: $1.03B → $873M (-$160M)

15.51% less ownership

Funds ownership: 217.37%201.86% (-16%)

35% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 112

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
289
Holders Change
-4
Holders Change %
-1.37%
% of All Funds
6.28%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
29
Increased
73
Reduced
112
Closed
28
Calls
$3.42M
Puts
$449K
Net Calls
+$2.97M
Net Calls Change
+$235K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$126M -$26.2M -693,110 -18%
BlackRock
2
BlackRock
New York
$117M +$109M +2,878,585 +2,289%
TAF
3
Tredje AP-fonden
Sweden
$81.2M
Morgan Stanley
4
Morgan Stanley
New York
$65.4M +$1.46M +38,505 +2%
Wells Fargo
5
Wells Fargo
California
$58.1M -$4.19M -110,740 -7%
UBS Group
6
UBS Group
Switzerland
$47.9M +$1.3M +34,320 +3%
LPL Financial
7
LPL Financial
California
$34.8M -$4.48M -118,375 -12%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$22.5M -$7.02M -185,495 -24%
Ameriprise
9
Ameriprise
Minnesota
$15.5M +$184K +4,850 +1%
Goldman Sachs
10
Goldman Sachs
New York
$14.7M -$1.87M -49,345 -12%
OC
11
Oakworth Capital
Alabama
$13.3M +$593K +15,670 +5%
RJA
12
Raymond James & Associates
Florida
$13M -$1.17M -30,965 -8%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$12.1M +$158K +4,180 +1%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$10.4M -$291K -7,685 -3%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$9.6M -$514K -13,585 -5%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$9.39M -$360K -9,520 -4%
CA
17
Cetera Advisors
Colorado
$7.99M +$6.93M +183,190 +852%
UCFA
18
United Capital Financial Advisors
Texas
$7.11M +$2.74M +72,270 +66%
MCM
19
Murphy Capital Management
New Jersey
$7.03M -$182K -4,800 -3%
JP Morgan Chase
20
JP Morgan Chase
New York
$6.88M -$1.25M -33,075 -16%
GLA
21
Great Lakes Advisors
Illinois
$6.28M -$278K -7,345 -4%
Jane Street
22
Jane Street
New York
$5.42M -$3.91M -103,230 -43%
JMPWA
23
JP Morgan Private Wealth Advisors
California
$5.28M -$1.3M -34,390 -20%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$5.08M -$29M -765,280 -85%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$5.07M -$3.52M -92,935 -42%

IYH Hedge Fund Activity: Q2 2019 in Review

289 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q2 2019, worth a combined $873M — down 15% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IYH positions and 28 closed out — a net gain of 1 holder — while 73 added to existing stakes and 112 trimmed.

The largest buyer was BlackRock, adding an estimated $109M. The largest seller was Manulife (Manufacturers Life Insurance), exiting entirely with an estimated $74.5M sold.

  • 289 institutional investors held iShares US Healthcare ETF (IYH) as of Q2 2019, down from 293 in Q1 2019.
  • Funds reported $873M of iShares US Healthcare ETF stock for Q2 2019, down 15% quarter-over-quarter.
  • 29 funds opened new iShares US Healthcare ETF positions in Q2 2019 and 28 closed out, a net change of +1 holder.
  • The largest iShares US Healthcare ETF buyer in Q2 2019 was BlackRock, an estimated $109M added.
  • The largest iShares US Healthcare ETF seller in Q2 2019 was Manulife (Manufacturers Life Insurance), an estimated $74.5M sold.

Based on aggregated 13F filings for Q2 2019.