We are live on ! Find out more
IYH icon

iShares US Healthcare ETF

360 hedge funds and large institutions have $972M 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, 110 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more call options, than puts

Call options by funds: $682K | Put options by funds: $328K

4% less capital invested

Capital invested by funds: $1.01B → $972M (-$40.7M)

4% less funds holding

Funds holding: 376360 (-16)

6.83% less ownership

Funds ownership: 201.69%194.85% (-6.8%)

16% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 110

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

29% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 42

Holders
360
Holders Change
-16
Holders Change %
-4.26%
% of All Funds
6.32%
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
110
Closed
42
Calls
$682K
Puts
$328K
Net Calls
+$354K
Net Calls Change
+$89K
Name Holding Trade Value Shares
Change
Change in
Stake
HDIM
276
Hanson & Doremus Investment Management
Vermont
$165K
AA
277
AlphaMark Advisors
Kentucky
$162K
SBSB
278
Sullivan, Bruyette, Speros & Blaney
Virginia
$160K
DSC
279
Duncker Streett & Co
Missouri
$159K
CFD
280
Creative Financial Designs
Indiana
$150K +$251 +5 +0.2%
IAIM
281
International Assets Investment Management
Florida
$145K
BFEC
282
Benjamin F. Edwards & Company
Missouri
$129K
CWM
283
Cranbrook Wealth Management
Michigan
$126K -$15.1K -300 -11%
EP
284
Eudaimonia Partners
Tennessee
$124K +$19.9K +395 +19%
MIM
285
MTM Investment Management
South Carolina
$121K -$28.9K -575 -19%
TWM
286
Tradition Wealth Management
Minnesota
$119K
SMA
287
Sage Mountain Advisors
Georgia
$116K +$116K +2,300 New
BWA
288
BDO Wealth Advisors
Florida
$114K -$161K -3,210 -59%
NFG
289
Next Financial Group
Texas
$113K +$46.3K +920 +70%
VFA
290
Valeo Financial Advisors
Indiana
$106K
MRCM
291
M&R Capital Management
New Jersey
$100K -$119K -2,375 -54%
PFGIA
292
Patriot Financial Group Insurance Agency
Massachusetts
$95K +$251 +5 +0.3%
EWM
293
Edge Wealth Management
New York
$93K
Deutsche Bank
294
Deutsche Bank
Germany
$92K
S
295
SignatureFD
Georgia
$86K -$36.4K -725 -30%
OIA
296
Optimum Investment Advisors
Illinois
$84K
Fifth Third Bancorp
297
Fifth Third Bancorp
Ohio
$84K +$16.1K +320 +24%
LWP
298
Lumature Wealth Partners
Georgia
$81K
WAP
299
Wealthcare Advisory Partners
Pennsylvania
$81K +$80.4K +1,600 New
EVM
300
Eaton Vance Management
Massachusetts
$80K +$79.2K +1,575 New

IYH Hedge Fund Activity: Q1 2021 in Review

360 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q1 2021, worth a combined $972M — down 4% from $1.01B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of IYH and 30 opened new positions — a net loss of 12 holders — while 110 trimmed existing stakes and 92 added.

The largest buyer was Bank of Montreal, adding an estimated $49.3M. The largest seller was Bank of America, cutting an estimated $70.9M.

  • 360 institutional investors held iShares US Healthcare ETF (IYH) as of Q1 2021, down from 376 in Q4 2020.
  • Funds reported $972M of iShares US Healthcare ETF stock for Q1 2021, down 4% quarter-over-quarter.
  • 30 funds opened new iShares US Healthcare ETF positions in Q1 2021 and 42 closed out, a net change of -12 holders.
  • The largest iShares US Healthcare ETF buyer in Q1 2021 was Bank of Montreal, an estimated $49.3M added.
  • The largest iShares US Healthcare ETF seller in Q1 2021 was Bank of America, an estimated $70.9M sold.

Based on aggregated 13F filings for Q1 2021.