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iShares US Healthcare ETF

382 hedge funds and large institutions have $1.27B invested in iShares US Healthcare ETF in 2021 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 109 increasing their positions, 98 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 21

53% more call options, than puts

Call options by funds: $717K | Put options by funds: $469K

26% more capital invested

Capital invested by funds: $1.01B → $1.27B (+$258M)

25.58% more ownership

Funds ownership: 190.03%215.61% (+26%)

11% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 98

4% more funds holding

Funds holding: 369382 (+13)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
382
Holders Change
+13
Holders Change %
+3.52%
% of All Funds
6.69%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
43
Increased
109
Reduced
98
Closed
21
Calls
$717K
Puts
$469K
Net Calls
+$248K
Net Calls Change
-$352K
Name Holding Trade Value Shares
Change
Change in
Stake
FCI
226
Financial Counselors Inc
Kansas
$335K
LPIC
227
LeJeune Puetz Investment Counsel
Michigan
$334K
CS
228
Comerica Securities
Michigan
$334K +$6.58K +115 +2%
CRC
229
Curi RMB Capital
Illinois
$325K
SSB
230
Sandy Spring Bank
Maryland
$324K
BPWM
231
Badgley Phelps Wealth Managers
Washington
$324K +$336K +5,875 New
FLPIM
232
F.L. Putnam Investment Management
Massachusetts
$314K +$58.3K +1,020 +22%
FMWA
233
Forvis Mazars Wealth Advisors
Missouri
$310K +$7.15K +125 +2%
EBT
234
Enterprise Bank & Trust
Massachusetts
$309K
DAM
235
Derbend Asset Management
Georgia
$306K -$4K -70 -1%
PP
236
Patten & Patten
Tennessee
$306K
PA
237
Procyon Advisors
Connecticut
$304K
RFM
238
Royal Fund Management
Florida
$303K +$314K +5,495 New
MWM
239
Modera Wealth Management
New Jersey
$302K -$1.72K -30 -0.5%
MFGM
240
Marshall Financial Group (Maryland)
Maryland
$301K -$21.7K -380 -7%
CCM
241
Colorado Capital Management
Colorado
$301K
PA
242
PFG Advisors
Arizona
$300K -$14.9K -260 -5%
OPS
243
Orion Portfolio Solutions
Nebraska
$297K +$20.9K +365 +7%
UCMOK
244
United Capital Management of KS
Kansas
$295K -$4.58K -80 -1%
GPA
245
Garrison Point Advisors
California
$294K
CT
246
Caldwell Trust
Florida
$292K
AIP
247
Almanack Investment Partners
Pennsylvania
$292K +$303K +5,300 New
CSIC
248
Clifford Swan Investment Counsel
California
$289K
DY
249
Dowling & Yahnke
California
$287K
DWM
250
Darwin Wealth Management
Florida
$285K

IYH Hedge Fund Activity: Q3 2021 in Review

382 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q3 2021, worth a combined $1.27B — up 26% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new IYH positions and 21 closed out — a net gain of 22 holders — while 109 added to existing stakes and 98 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), opening a new position worth an estimated $93.6M. The largest seller was Citadel Advisors, cutting an estimated $8.38M.

  • 382 institutional investors held iShares US Healthcare ETF (IYH) as of Q3 2021, up from 369 in Q2 2021.
  • Funds reported $1.27B of iShares US Healthcare ETF stock for Q3 2021, up 26% quarter-over-quarter.
  • 43 funds opened new iShares US Healthcare ETF positions in Q3 2021 and 21 closed out, a net change of +22 holders.
  • The largest iShares US Healthcare ETF buyer in Q3 2021 was Manulife (Manufacturers Life Insurance), an estimated $93.6M added.
  • The largest iShares US Healthcare ETF seller in Q3 2021 was Citadel Advisors, an estimated $8.38M sold.

Based on aggregated 13F filings for Q3 2021.