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iShares US Healthcare ETF
IYH

Overview Fund Activity

366 hedge funds and large institutions have $1.01B invested in iShares US Healthcare ETF in 2021 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 93 increasing their positions, 111 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+9
Holders Change %
+2.52%
% of All Funds
6.39%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
39
Increased
93
Reduced
111
Closed
25
Calls
$600K
Puts
–
Net Calls
+$600K
Net Calls Change
+$246K

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$65.3M
2
Citadel Advisors
Citadel Advisors
Florida
$9.91M
3
Morgan Stanley
Morgan Stanley
New York
$94.7M
4
Osaic Holdings
Osaic Holdings
Arizona
$28.8M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.89M

Top Sellers

1
JWM
JGP Wealth Management
Oregon
$236K
2
BlackRock
BlackRock
New York
$0
3
CWM
Connecticut Wealth Management
Connecticut
$5.7M
4
KNW
Kesler Norman & Wride
Utah
$2.38M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
226
Procyon Advisors
Connecticut
$300K – – –
WANY
227
Wealthspire Advisors (New York)
New York
$298K -$96K -1,755 -24%
CCM
228
Colorado Capital Management
Colorado
$297K – – –
UCMOK
229
United Capital Management of KS
Kansas
$296K -$28.1K -515 -9%
GPA
230
Garrison Point Advisors
California
$291K – – –
CSIC
231
Clifford Swan Investment Counsel
California
$289K – – –
DY
232
Dowling & Yahnke
California
$284K -$17.8K -325 -6%
DWM
233
Darwin Wealth Management
Florida
$281K – – –
FHA
234
First Horizon Advisors
Tennessee
$276K +$22.4K +410 +9%
OPS
235
Orion Portfolio Solutions
Nebraska
$274K – – –
MM
236
Meridian Management
Arkansas
$273K – – –
REMPR
237
Roof Eidam Maycock Peralta (REMP)
California
$273K – – –
BPC
238
Banque Pictet & Cie
Switzerland
$273K – – –
KTC
239
Kistler-Tiffany Companies
Pennsylvania
$273K – – –
BHB
240
Bank Hapoalim BM
Israel
$269K -$8.18K -150 -3%
PWM
241
Perigon Wealth Management
California
$269K +$269K +4,930 New
RWA
242
Ropes Wealth Advisors
Massachusetts
$266K – – –
RW
243
REDW Wealth
New Mexico
$266K – – –
FLPIM
244
F.L. Putnam Investment Management
Massachusetts
$255K – – –
CWM
245
Cornerstone Wealth Management
Missouri
$252K -$17.7K -325 -7%
GIA
246
Gladstone Institutional Advisory
Florida
$252K +$252K +4,620 New
LWAC
247
Laurel Wealth Advisors (California)
California
$249K -$4.09K -75 -2%
BSW
248
Buckingham Strategic Wealth
Missouri
$246K – – –
SNT
249
Security National Trust
West Virginia
$246K – – –
OAM
250
Occidental Asset Management
California
$244K +$244K +4,470 New
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