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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
CFD
301
Creative Financial Designs
Indiana
$144K +$572 +10 +0.4%
MIM
302
MTM Investment Management
South Carolina
$132K
NFG
303
Next Financial Group
Texas
$131K +$28.9K +505 +27%
TWM
304
Tradition Wealth Management
Minnesota
$130K
SMA
305
Sage Mountain Advisors
Georgia
$127K
BWA
306
BDO Wealth Advisors
Florida
$124K
CWM
307
Cranbrook Wealth Management
Michigan
$118K -$10.9K -190 -8%
MRCM
308
M&R Capital Management
New Jersey
$110K
WOSD
309
WFA of San Diego
California
$110K +$114K +2,000 New
PFGIA
310
Patriot Financial Group Insurance Agency
Massachusetts
$104K
EWM
311
Edge Wealth Management
New York
$102K
S
312
SignatureFD
Georgia
$94K
OIA
313
Optimum Investment Advisors
Illinois
$92K
LWP
314
Lumature Wealth Partners
Georgia
$88K
EVM
315
Eaton Vance Management
Massachusetts
$87K
SWM
316
Sugarloaf Wealth Management
Georgia
$85K
CFA
317
Carroll Financial Associates
North Carolina
$80K
JCM
318
Jacobi Capital Management
Pennsylvania
$77K +$286 +5 +0.4%
BFC
319
Bedel Financial Consulting
Indiana
$73K
Franklin Resources
320
Franklin Resources
California
$69K
AC
321
AlphaCore Capital
California
$69K +$71.5K +1,250 New
TPCW
322
TD Private Client Wealth
New York
$69K
BAM
323
Barrett Asset Management
New York
$68K
AP
324
Arlington Partners
Alabama
$65K +$67.2K +1,175 New
SC
325
Sierra Capital
Florida
$61K

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.