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iShares US Healthcare ETF
IYH

369 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, 112 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 25

3% more funds holding

Funds holding: 360 → 369 (+9)

4% more capital invested

Capital invested by funds: $972M → $1.01B (+$35.6M)

4.82% less ownership

Funds ownership: 194.85% → 190.03% (-4.8%)

17% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 112

40% less funds holding in top 10

Funds holding in top 10: 5 → 3 (-2)

Holders
369
Holders Change
+9
Holders Change %
+2.5%
% of All Funds
6.42%
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
112
Closed
25
Calls
$600K
Puts
–
Net Calls
+$600K
Net Calls Change
+$246K

Top Buyers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$9.8M
2
Citadel Advisors
Citadel Advisors
Florida
+$9.27M
3
Morgan Stanley
Morgan Stanley
New York
+$4.02M
4
Osaic Holdings
Osaic Holdings
Arizona
+$3.24M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.15M

Top Sellers

Rank Fund Capital Flow
1
JWM
JGP Wealth Management
Oregon
-$15.1M
2
BlackRock
BlackRock
New York
-$14.7M
3
CWM
Connecticut Wealth Management
Connecticut
-$11.1M
4
KNW
Kesler Norman & Wride
Utah
-$5.2M
5
JP Morgan Chase
JP Morgan Chase
New York
-$5.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
BSW
251
Buckingham Strategic Wealth
Missouri
$246K – – –
SNT
252
Security National Trust
West Virginia
$246K – – –
OAM
253
Occidental Asset Management
California
$244K +$237K +4,470 New
TAM
254
Trillium Asset Management
Massachusetts
$238K – – –
XSC
255
X-Square Capital
Puerto Rico
$238K +$529 +10 +0.2%
SS
256
Sunbelt Securities
Texas
$238K +$226K +4,270 New
AIA
257
Arbor Investment Advisors
North Carolina
$237K – – –
SFS
258
Summit Financial Strategies
Ohio
$237K +$230K +4,340 New
CCFM
259
Clear Creek Financial Management
Washington
$237K +$230K +4,350 New
JWM
260
JGP Wealth Management
Oregon
$236K -$15.1M -285,520 -99%
SFG
261
SNS Financial Group
Minnesota
$235K – – –
TFF
262
The Family Firm
Maryland
$233K +$1.06K +20 +0.5%
GW
263
GW & Wade
Massachusetts
$232K – – –
WMP
264
Wealth Management Partners
Arizona
$232K – – –
CPIG
265
Chicago Partners Investment Group
Illinois
$232K +$265 +5 +0.1%
NFP
266
Novak Financial Planning
Maryland
$231K – – –
IWA
267
IBEX Wealth Advisors
New Jersey
$229K +$222K +4,200 New
AWA
268
Acorn Wealth Advisors
Michigan
$225K +$529 +10 +0.2%
AWA
269
Arkadios Wealth Advisors
Georgia
$225K +$14K +265 +7%
PBC
270
Pavion Blue Capital
California
$221K – – –
FAM
271
Flaharty Asset Management
Florida
$220K – – –
PA
272
Parallel Advisors
California
$218K -$21.2K -400 -9%
BBNA
273
Bremer Bank National Association
Minnesota
$213K +$206K +3,895 New
ATPW
274
Ashton Thomas Private Wealth
Arizona
$212K +$206K +3,885 New
HTC
275
Haverford Trust Company
Pennsylvania
$211K +$204K +3,860 New
9 10
11
12 13

IYH Hedge Fund Activity: Q2 2021 in Review

369 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q2 2021, worth a combined $1.01B — up 3.7% from $972M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new IYH positions and 25 closed out — a net gain of 14 holders — while 93 added to existing stakes and 112 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $9.8M. The largest seller was JGP Wealth Management, cutting an estimated $15.1M.

  • 369 institutional investors held iShares US Healthcare ETF (IYH) as of Q2 2021, up from 360 in Q1 2021.
  • Funds reported $1.01B of iShares US Healthcare ETF stock for Q2 2021, up 3.7% quarter-over-quarter.
  • 39 funds opened new iShares US Healthcare ETF positions in Q2 2021 and 25 closed out, a net change of +14 holders.
  • The largest iShares US Healthcare ETF buyer in Q2 2021 was Bank of Montreal, an estimated $9.8M added.
  • The largest iShares US Healthcare ETF seller in Q2 2021 was JGP Wealth Management, an estimated $15.1M sold.

Based on aggregated 13F filings for Q2 2021.