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iShares US Healthcare ETF

331 hedge funds and large institutions have $926M invested in iShares US Healthcare ETF in 2020 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 90 increasing their positions, 110 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $2.07M | Put options by funds: $1.34M

18% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 22

1% more funds holding

Funds holding: 329331 (+2)

7% less capital invested

Capital invested by funds: $1,000M → $926M (-$73.9M)

11.37% less ownership

Funds ownership: 211.91%200.53% (-11%)

18% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 110

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
331
Holders Change
+2
Holders Change %
+0.61%
% of All Funds
6.68%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.14%
New
26
Increased
90
Reduced
110
Closed
22
Calls
$2.07M
Puts
$1.34M
Net Calls
+$731K
Net Calls Change
-$775K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$151M -$10.4M -230,790 -7%
Morgan Stanley
2
Morgan Stanley
New York
$77.8M -$2.42M -53,565 -3%
UBS Group
3
UBS Group
Switzerland
$57.3M -$1.67M -37,000 -3%
Wells Fargo
4
Wells Fargo
California
$49.1M -$3.34M -73,895 -6%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$43.5M +$11.7M +257,480 +37%
LPL Financial
6
LPL Financial
California
$43.5M -$1.38M -30,475 -3%
BlackRock
7
BlackRock
New York
$28.6M -$888K -19,610 -3%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$23.3M +$2.25M +49,780 +11%
Osaic Holdings
9
Osaic Holdings
Arizona
$21.9M +$2.72M +59,990 +14%
OC
10
Oakworth Capital
Alabama
$19.8M +$780K +17,230 +4%
RJA
11
Raymond James & Associates
Florida
$14.1M -$2.94M -64,960 -17%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$13.4M +$3.38M +74,565 +34%
HighTower Advisors
13
HighTower Advisors
Illinois
$13M -$501K -11,065 -4%
JWM
14
JGP Wealth Management
Oregon
$12.7M +$484K +10,695 +4%
CCM
15
Consolidated Capital Management
California
$12.4M +$139K +3,070 +1%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$11.8M +$533K +11,775 +5%
Ameriprise
17
Ameriprise
Minnesota
$11.4M +$850K +18,775 +8%
PAG
18
Private Advisor Group
New Jersey
$11.2M -$816K -18,035 -7%
HF
19
HRT Financial
New York
$10.3M +$6.29M +138,880 +159%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$9.79M -$647K -14,295 -6%
Manulife (Manufacturers Life Insurance)
21
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.03M -$87.4M -1,929,770 -91%
Goldman Sachs
22
Goldman Sachs
New York
$8.99M -$11.2M -246,360 -55%
UCFA
23
United Capital Financial Advisors
Texas
$8.34M -$16.7K -370 -0.2%
MCM
24
Murphy Capital Management
New Jersey
$7.39M -$62.2K -1,375 -0.8%
JP Morgan Chase
25
JP Morgan Chase
New York
$7.06M +$13.6K +300 +0.2%

IYH Hedge Fund Activity: Q3 2020 in Review

331 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q3 2020, worth a combined $926M — down 7.4% from $1,000M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IYH positions and 22 closed out — a net gain of 4 holders — while 90 added to existing stakes and 110 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $11.7M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $87.4M.

  • 331 institutional investors held iShares US Healthcare ETF (IYH) as of Q3 2020, up from 329 in Q2 2020.
  • Funds reported $926M of iShares US Healthcare ETF stock for Q3 2020, down 7.4% quarter-over-quarter.
  • 26 funds opened new iShares US Healthcare ETF positions in Q3 2020 and 22 closed out, a net change of +4 holders.
  • The largest iShares US Healthcare ETF buyer in Q3 2020 was Royal Bank of Canada, an estimated $11.7M added.
  • The largest iShares US Healthcare ETF seller in Q3 2020 was Manulife (Manufacturers Life Insurance), an estimated $87.4M sold.

Based on aggregated 13F filings for Q3 2020.