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iShares US Healthcare ETF

376 hedge funds and large institutions have $1.01B invested in iShares US Healthcare ETF in 2020 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 113 increasing their positions, 80 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

278% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 18

60% more call options, than puts

Call options by funds: $708K | Put options by funds: $443K

41% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 80

14% more funds holding

Funds holding: 331376 (+45)

9% more capital invested

Capital invested by funds: $926M → $1.01B (+$86.8M)

1.15% more ownership

Funds ownership: 200.53%201.69% (+1.2%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
376
Holders Change
+45
Holders Change %
+13.6%
% of All Funds
6.65%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.11%
New
68
Increased
113
Reduced
80
Closed
18
Calls
$708K
Puts
$443K
Net Calls
+$265K
Net Calls Change
-$466K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$164M +$948K +20,085 +0.6%
Morgan Stanley
2
Morgan Stanley
New York
$89.1M +$4.66M +98,710 +6%
UBS Group
3
UBS Group
Switzerland
$64.2M +$2.06M +43,580 +3%
Wells Fargo
4
Wells Fargo
California
$52.6M -$511K -10,825 -1%
LPL Financial
5
LPL Financial
California
$49.2M +$2.04M +43,225 +5%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$39.7M -$7.09M -150,125 -16%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$23.8M -$1.31M -27,660 -5%
OC
8
Oakworth Capital
Alabama
$23.6M +$2.08M +44,055 +10%
Osaic Holdings
9
Osaic Holdings
Arizona
$22.9M -$791K -16,765 -3%
BlackRock
10
BlackRock
New York
$21.5M -$8.99M -190,420 -30%
Goldman Sachs
11
Goldman Sachs
New York
$17.3M +$7.27M +154,085 +78%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$16.8M +$2.19M +46,480 +16%
RJA
13
Raymond James & Associates
Florida
$16.1M +$791K +16,750 +5%
HighTower Advisors
14
HighTower Advisors
Illinois
$15.9M +$1.77M +37,570 +13%
JWM
15
JGP Wealth Management
Oregon
$14.8M +$815K +17,275 +6%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$14.7M +$1.81M +38,435 +15%
Ameriprise
17
Ameriprise
Minnesota
$12.5M +$192K +4,060 +2%
CCM
18
Consolidated Capital Management
California
$11.5M -$1.88M -39,895 -15%
Citadel Advisors
19
Citadel Advisors
Florida
$11.2M +$4.57M +96,785 +74%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$10.6M -$2.6K -55 -0%
UCFA
21
United Capital Financial Advisors
Texas
$9.88M +$818K +17,330 +9%
JP Morgan Chase
22
JP Morgan Chase
New York
$8.26M +$484K +10,245 +6%
MCM
23
Murphy Capital Management
New Jersey
$7.96M -$45.1K -955 -0.6%
AC
24
Alexandria Capital
Virginia
$7.55M +$999K +21,165 +16%
SFG
25
Sowa Financial Group
Rhode Island
$7.47M +$159K +3,365 +2%

IYH Hedge Fund Activity: Q4 2020 in Review

376 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q4 2020, worth a combined $1.01B — up 9.4% from $926M a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new IYH positions and 18 closed out — a net gain of 50 holders — while 113 added to existing stakes and 80 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $7.27M. The largest seller was HRT Financial, exiting entirely with an estimated $10.3M sold.

  • 376 institutional investors held iShares US Healthcare ETF (IYH) as of Q4 2020, up from 331 in Q3 2020.
  • Funds reported $1.01B of iShares US Healthcare ETF stock for Q4 2020, up 9.4% quarter-over-quarter.
  • 68 funds opened new iShares US Healthcare ETF positions in Q4 2020 and 18 closed out, a net change of +50 holders.
  • The largest iShares US Healthcare ETF buyer in Q4 2020 was Goldman Sachs, an estimated $7.27M added.
  • The largest iShares US Healthcare ETF seller in Q4 2020 was HRT Financial, an estimated $10.3M sold.

Based on aggregated 13F filings for Q4 2020.