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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
GW
276
GW & Wade
Massachusetts
$235K
IWA
277
IBEX Wealth Advisors
New Jersey
$232K +$286 +5 +0.1%
TAM
278
Trillium Asset Management
Massachusetts
$230K -$11.4K -200 -5%
OWA
279
Outlook Wealth Advisors
Texas
$229K +$238K +4,160 New
AWA
280
Arkadios Wealth Advisors
Georgia
$228K +$858 +15 +0.4%
AWA
281
Acorn Wealth Advisors
Michigan
$227K
PBC
282
Pavion Blue Capital
California
$223K
NA
283
Nottingham Advisors
New York
$214K
HWA
284
HCR Wealth Advisors
California
$214K +$221K +3,870 New
BBNA
285
Bremer Bank National Association
Minnesota
$213K -$2.29K -40 -1%
KIA
286
KCM Investment Advisors
California
$212K +$219K +3,835 New
HTC
287
Haverford Trust Company
Pennsylvania
$211K -$2.57K -45 -1%
IA
288
IFP Advisors
Florida
$209K -$121K -2,120 -36%
NCM
289
Narwhal Capital Management
Georgia
$207K -$114K -2,000 -35%
DAS
290
Dynamic Advisor Solutions
Arizona
$205K -$7.15K -125 -3%
FAM
291
Flaharty Asset Management
Florida
$204K -$20K -350 -9%
TW
292
TrinityPoint Wealth
Connecticut
$202K +$210K +3,665 New
CCA
293
Column Capital Advisors
Indiana
$196K
PMFA
294
Plante Moran Financial Advisors
Michigan
$184K -$5.43K -95 -3%
FRA
295
Front Row Advisors
California
$184K
HDIM
296
Hanson & Doremus Investment Management
Vermont
$180K
DSC
297
Duncker Streett & Co
Missouri
$174K
PA
298
Parallel Advisors
California
$163K -$59.5K -1,040 -26%
AA
299
AlphaMark Advisors
Kentucky
$149K -$28.6K -500 -16%
MPWT
300
MassMutual Private Wealth & Trust
Connecticut
$145K

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.