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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
AF
251
Allworth Financial
California
$280K +$242K +4,230 +498%
FHA
252
First Horizon Advisors
Tennessee
$279K
BPC
253
Banque Pictet & Cie
Switzerland
$276K
KTC
254
Kistler-Tiffany Companies
Pennsylvania
$276K
MM
255
Meridian Management
Arkansas
$276K
REMPR
256
Roof Eidam Maycock Peralta (REMP)
California
$276K
Qube Research & Technologies (QRT)
257
Qube Research & Technologies (QRT)
United Kingdom
$276K +$286K +5,000 New
BHB
258
Bank Hapoalim BM
Israel
$272K
PWM
259
Perigon Wealth Management
California
$272K
RW
260
REDW Wealth
New Mexico
$269K
RWA
261
Ropes Wealth Advisors
Massachusetts
$269K
OAM
262
Occidental Asset Management
California
$268K +$22.3K +390 +9%
BSW
263
Buckingham Strategic Wealth
Missouri
$262K +$14.3K +250 +6%
CWM
264
Cornerstone Wealth Management
Missouri
$253K -$1.72K -30 -0.7%
LWAC
265
Laurel Wealth Advisors (California)
California
$252K
AIA
266
Arbor Investment Advisors
North Carolina
$251K +$12K +210 +5%
APW
267
Aurora Private Wealth
New Jersey
$249K +$258K +4,515 New
SNT
268
Security National Trust
West Virginia
$246K
TFF
269
The Family Firm
Maryland
$242K +$858 +15 +0.4%
XSC
270
X-Square Capital
Puerto Rico
$241K
DL
271
DOHJ LLC
Washington
$240K +$237K +4,145 New
SFS
272
Summit Financial Strategies
Ohio
$239K
SS
273
Sunbelt Securities
Texas
$238K
SFG
274
SNS Financial Group
Minnesota
$237K
CPIG
275
Chicago Partners Investment Group
Illinois
$237K +$286 +5 +0.1%

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.