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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
+$10.1M
2
Citadel Advisors
Citadel Advisors
Florida
+$9.55M
3
Morgan Stanley
Morgan Stanley
New York
+$4.14M
4
Osaic Holdings
Osaic Holdings
Arizona
+$3.34M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.22M

Top Sellers

1
JWM
JGP Wealth Management
Oregon
-$15.6M
2
BlackRock
BlackRock
New York
-$14.7M
3
CWM
Connecticut Wealth Management
Connecticut
-$11.4M
4
KNW
Kesler Norman & Wride
Utah
-$5.62M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$5.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
251
Trillium Asset Management
Massachusetts
$238K – – –
XSC
252
X-Square Capital
Puerto Rico
$238K +$545 +10 +0.2%
SS
253
Sunbelt Securities
Texas
$238K +$238K +4,270 New
AIA
254
Arbor Investment Advisors
North Carolina
$237K – – –
SFS
255
Summit Financial Strategies
Ohio
$237K +$237K +4,340 New
CCFM
256
Clear Creek Financial Management
Washington
$237K +$237K +4,350 New
JWM
257
JGP Wealth Management
Oregon
$236K -$15.6M -285,520 -99%
SFG
258
SNS Financial Group
Minnesota
$235K – – –
TFF
259
The Family Firm
Maryland
$233K +$1.09K +20 +0.5%
WMP
260
Wealth Management Partners
Arizona
$232K – – –
GW
261
GW & Wade
Massachusetts
$232K – – –
CPIG
262
Chicago Partners Investment Group
Illinois
$232K +$282 +5 +0.1%
NFP
263
Novak Financial Planning
Maryland
$231K – – –
IWA
264
IBEX Wealth Advisors
New Jersey
$229K +$229K +4,200 New
AWA
265
Acorn Wealth Advisors
Michigan
$225K +$547 +10 +0.2%
AWA
266
Arkadios Wealth Advisors
Georgia
$225K +$14.4K +265 +7%
PBC
267
Pavion Blue Capital
California
$221K – – –
FAM
268
Flaharty Asset Management
Florida
$220K – – –
PA
269
Parallel Advisors
California
$218K -$21.8K -400 -9%
BBNA
270
Bremer Bank National Association
Minnesota
$213K +$213K +3,895 New
ATPW
271
Ashton Thomas Private Wealth
Arizona
$212K +$212K +3,885 New
HTC
272
Haverford Trust Company
Pennsylvania
$211K +$211K +3,860 New
NA
273
Nottingham Advisors
New York
$211K +$211K +3,875 New
DAS
274
Dynamic Advisor Solutions
Arizona
$209K +$209K +3,835 New
PGFC
275
Peapack-Gladstone Financial Corp
New Jersey
$204K +$204K +3,740 New
9 10
11
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