IYH icon

iShares US Healthcare ETF
IYH

Overview Fund Activity

357 hedge funds and large institutions have $970M invested in iShares US Healthcare ETF in 2021 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 92 increasing their positions, 108 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
357
Holders Change
-16
Holders Change %
-4.29%
% of All Funds
6.29%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
30
Increased
92
Reduced
108
Closed
42
Calls
$682K
Puts
$328K
Net Calls
+$354K
Net Calls Change
+$89K

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$50.9M
2
Goldman Sachs
2
Goldman Sachs
New York
$24.2M
3
CWM
3
Connecticut Wealth Management
Connecticut
$8.08M
4
SPIA
4
Steward Partners Investment Advisory
New York
$8.02M
5
PCH
5
PGIM Custom Harvest
New Jersey
$5.66M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$97.2M
2
Citadel Advisors
2
Citadel Advisors
Florida
$325K
3
Morgan Stanley
3
Morgan Stanley
New York
$83.8M
4
BlackRock
4
BlackRock
New York
$14.7M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$3.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
DSC
276
Duncker Streett & Co
Missouri
$159K – – –
CFD
277
Creative Financial Designs
Indiana
$150K +$253 +5 +0.2%
IAIM
278
International Assets Investment Management
Florida
$145K – – –
BFEC
279
Benjamin F. Edwards & Company
Missouri
$129K – – –
CWM
280
Cranbrook Wealth Management
Michigan
$126K -$15.1K -300 -11%
EP
281
Eudaimonia Partners
Tennessee
$124K +$20K +395 +19%
MIM
282
MTM Investment Management
South Carolina
$121K -$29K -575 -19%
TWM
283
Tradition Wealth Management
Minnesota
$119K – – –
SMA
284
Sage Mountain Advisors
Georgia
$116K +$116K +2,300 New
BWA
285
BDO Wealth Advisors
Florida
$114K -$163K -3,210 -59%
NFG
286
Next Financial Group
Texas
$113K +$46.4K +920 +70%
VFA
287
Valeo Financial Advisors
Indiana
$106K – – –
MRCM
288
M&R Capital Management
New Jersey
$100K -$119K -2,375 -54%
PFGIA
289
Patriot Financial Group Insurance Agency
Massachusetts
$95K +$252 +5 +0.3%
EWM
290
Edge Wealth Management
New York
$93K – – –
Deutsche Bank
291
Deutsche Bank
Germany
$92K – – –
S
292
SignatureFD
Georgia
$86K -$36.6K -725 -30%
OIA
293
Optimum Investment Advisors
Illinois
$84K – – –
Fifth Third Bancorp
294
Fifth Third Bancorp
Ohio
$84K +$16.2K +320 +24%
LWP
295
Lumature Wealth Partners
Georgia
$81K – – –
WAP
296
Wealthcare Advisory Partners
Pennsylvania
$81K +$81K +1,600 New
EVM
297
Eaton Vance Management
Massachusetts
$80K +$80K +1,575 New
CFA
298
Carroll Financial Associates
North Carolina
$73K – – –
BFC
299
Bedel Financial Consulting
Indiana
$67K – – –
TPCW
300
TD Private Client Wealth
New York
$63.1K – – –
10 11
12
13 14