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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
CFA
301
Carroll Financial Associates
North Carolina
$73K
BFC
302
Bedel Financial Consulting
Indiana
$67K
TPCW
303
TD Private Client Wealth
New York
$63.1K
BAM
304
Barrett Asset Management
New York
$62K
CP
305
Corbenic Partners
Pennsylvania
$61K +$29.4K +585 +94%
NFSG
306
Newbridge Financial Services Group
Florida
$51K +$50.5K +1,005 New
TC
307
Truvestments Capital
Florida
$50K +$25.1K +500 +100%
TWA
308
TCI Wealth Advisors
Arizona
$47K -$5.03K -100 -10%
JCM
309
Jacobi Capital Management
Pennsylvania
$45K -$4.53K -90 -9%
HWA
310
HHM Wealth Advisors
Tennessee
$45K
JPLA
311
Joseph P. Lucia & Associates
New York
$44K
TFGT
312
TS Financial Group (TSFG)
Illinois
$43K
FM
313
Family Management
New York
$38K -$232K -4,615 -86%
DTIM
314
Danda Trouve Investment Management
Kansas
$38K
JFGIW
315
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$37K -$236K -4,700 -87%
TAM
316
Townsend Asset Management
North Carolina
$37K
Bessemer Group
317
Bessemer Group
New Jersey
$36K
RWB
318
RMR Wealth Builders
New Jersey
$33K +$251 +5 +0.8%
OSNBOA
319
Old Second National Bank of Aurora
Illinois
$28K
HFA
320
Hoover Financial Advisors
Pennsylvania
$26K
RE
321
RBC Europe
United Kingdom
$25.2K -$5.03K -100 -17%
BAM
322
Bellevue Asset Management
Washington
$25K
CTC
323
Central Trust Company
Missouri
$25K
Franklin Resources
324
Franklin Resources
California
$25K
HWMA
325
Heritage Wealth Management (Arizona)
Arizona
$25K +$25.1K +500 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.