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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 %
BAM
301
Barrett Asset Management
New York
$62K – – –
CP
302
Corbenic Partners
Pennsylvania
$61K +$29.5K +585 +94%
NFSG
303
Newbridge Financial Services Group
Florida
$51K +$51K +1,005 New
TC
304
Truvestments Capital
Florida
$50K +$25K +500 +100%
TWA
305
TCI Wealth Advisors
Arizona
$47K -$5K -100 -10%
JCM
306
Jacobi Capital Management
Pennsylvania
$45K -$4.53K -90 -9%
HWA
307
HHM Wealth Advisors
Tennessee
$45K – – –
JPLA
308
Joseph P. Lucia & Associates
New York
$44K – – –
TFGT
309
TS Financial Group (TSFG)
Illinois
$43K – – –
FM
310
Family Management
New York
$38K -$234K -4,615 -86%
DTIM
311
Danda Trouve Investment Management
Kansas
$38K – – –
JFGIW
312
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$37K -$238K -4,700 -87%
TAM
313
Townsend Asset Management
North Carolina
$37K – – –
Bessemer Group
314
Bessemer Group
New Jersey
$36K – – –
RWB
315
RMR Wealth Builders
New Jersey
$33K +$256 +5 +0.8%
OSNBOA
316
Old Second National Bank of Aurora
Illinois
$28K – – –
HFA
317
Hoover Financial Advisors
Pennsylvania
$26K – – –
RE
318
RBC Europe
United Kingdom
$25.2K -$5.05K -100 -17%
BAM
319
Bellevue Asset Management
Washington
$25K – – –
Franklin Resources
320
Franklin Resources
California
$25K – – –
CTC
321
Central Trust Company
Missouri
$25K – – –
HWMA
322
Heritage Wealth Management (Arizona)
Arizona
$25K +$25K +500 New
FPW
323
Flagship Private Wealth
Massachusetts
$22.4K – – –
HWM
324
HighMark Wealth Management
Minnesota
$22K – – –
LWM
325
Liberty Wealth Management
California
$20K – – –
11 12
13
14 15