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iShares US Healthcare ETF

427 hedge funds and large institutions have $1.39B invested in iShares US Healthcare ETF in 2021 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 127 increasing their positions, 102 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

246% more call options, than puts

Call options by funds: $1.71M | Put options by funds: $495K

235% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 23

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

25% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 102

14.82% more ownership

Funds ownership: 215.61%230.43% (+15%)

12% more funds holding

Funds holding: 382427 (+45)

10% more capital invested

Capital invested by funds: $1.27B → $1.39B (+$128M)

Holders
427
Holders Change
+45
Holders Change %
+11.78%
% of All Funds
6.57%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
77
Increased
127
Reduced
102
Closed
23
Calls
$1.71M
Puts
$495K
Net Calls
+$1.22M
Net Calls Change
+$969K
Name Holding Trade Value Shares
Change
Change in
Stake
Wolverine Trading
226
Wolverine Trading
Illinois
$415K +$393K +6,870 New
PA
227
Procyon Advisors
Connecticut
$405K +$71.4K +1,250 +23%
KC
228
Kenfarb & Co
Kentucky
$405K +$386K +6,750 New
PWP
229
Principle Wealth Partners
Connecticut
$402K -$80K -1,400 -17%
CAGAS
230
Capital Advisory Group Advisory Services
Minnesota
$402K +$2K +35 +0.5%
GFP
231
Gryphon Financial Partners
Ohio
$396K -$24K -420 -6%
KCFA
232
Key Client Fiduciary Advisors
New Jersey
$377K +$359K +6,280 New
AHC
233
Adell Harriman & Carpenter
Texas
$374K -$14.3K -250 -4%
Mercer Global Advisors
234
Mercer Global Advisors
Colorado
$373K -$11.7K -205 -3%
PHAM
235
Palisades Hudson Asset Management
Florida
$369K +$857 +15 +0.2%
CS
236
Comerica Securities
Michigan
$368K +$3.71K +65 +1%
LPIC
237
LeJeune Puetz Investment Counsel
Michigan
$359K -$4.29K -75 -1%
CRC
238
Curi RMB Capital
Illinois
$356K +$2K +35 +0.6%
BPWM
239
Badgley Phelps Wealth Managers
Washington
$353K
SSB
240
Sandy Spring Bank
Maryland
$353K
AWM
241
Apollon Wealth Management
South Carolina
$340K +$324K +5,665 New
FMWA
242
Forvis Mazars Wealth Advisors
Missouri
$338K
EBT
243
Enterprise Bank & Trust
Massachusetts
$336K
DAM
244
Derbend Asset Management
Georgia
$333K
HGERS
245
Householder Group Estate & Retirement Specialist
Arizona
$330K +$314K +5,490 New
CCM
246
Colorado Capital Management
Colorado
$329K
MWM
247
Modera Wealth Management
New Jersey
$329K
GPA
248
Garrison Point Advisors
California
$327K +$7.14K +125 +2%
OPS
249
Orion Portfolio Solutions
Nebraska
$324K
LFAS
250
Level Four Advisory Services
Texas
$323K +$307K +5,375 New

IYH Hedge Fund Activity: Q4 2021 in Review

427 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q4 2021, worth a combined $1.39B — up 10% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new IYH positions and 23 closed out — a net gain of 54 holders — while 127 added to existing stakes and 102 trimmed.

The largest buyer was Prudential Financial, opening a new position worth an estimated $194M. The largest seller was Bank of Montreal, cutting an estimated $67.9M.

  • 427 institutional investors held iShares US Healthcare ETF (IYH) as of Q4 2021, up from 382 in Q3 2021.
  • Funds reported $1.39B of iShares US Healthcare ETF stock for Q4 2021, up 10% quarter-over-quarter.
  • 77 funds opened new iShares US Healthcare ETF positions in Q4 2021 and 23 closed out, a net change of +54 holders.
  • The largest iShares US Healthcare ETF buyer in Q4 2021 was Prudential Financial, an estimated $194M added.
  • The largest iShares US Healthcare ETF seller in Q4 2021 was Bank of Montreal, an estimated $67.9M sold.

Based on aggregated 13F filings for Q4 2021.