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iShares US Healthcare ETF

427 hedge funds and large institutions have $1.39B invested in iShares US Healthcare ETF in 2021 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 127 increasing their positions, 102 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

246% more call options, than puts

Call options by funds: $1.71M | Put options by funds: $495K

235% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 23

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

25% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 102

14.82% more ownership

Funds ownership: 215.61%230.43% (+15%)

12% more funds holding

Funds holding: 382427 (+45)

10% more capital invested

Capital invested by funds: $1.27B → $1.39B (+$128M)

Holders
427
Holders Change
+45
Holders Change %
+11.78%
% of All Funds
6.57%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
77
Increased
127
Reduced
102
Closed
23
Calls
$1.71M
Puts
$495K
Net Calls
+$1.22M
Net Calls Change
+$969K
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
326
First Horizon Advisors
Tennessee
$183K -$114K -1,995 -39%
BFEC
327
Benjamin F. Edwards & Company
Missouri
$180K -$671K -11,740 -80%
RPCONE
328
Retirement Planning Company of New England
Rhode Island
$178K +$169K +2,965 New
AA
329
AlphaMark Advisors
Kentucky
$159K -$3.43K -60 -2%
MPWT
330
MassMutual Private Wealth & Trust
Connecticut
$158K
TWM
331
Tradition Wealth Management
Minnesota
$141K
SMA
332
Sage Mountain Advisors
Georgia
$138K
BWA
333
BDO Wealth Advisors
Florida
$135K
RA
334
Rise Advisors
New York
$129K +$123K +2,150 New
CWM
335
Cranbrook Wealth Management
Michigan
$128K
MRCM
336
M&R Capital Management
New Jersey
$120K
WOSD
337
WFA of San Diego
California
$120K
FCMA
338
Foresight Capital Management Advisors
Michigan
$114K +$109K +1,905 New
EWM
339
Edge Wealth Management
New York
$111K
MIM
340
MTM Investment Management
South Carolina
$107K -$35.7K -625 -26%
S
341
SignatureFD
Georgia
$102K
OIA
342
Optimum Investment Advisors
Illinois
$100K
PA
343
PSI Advisors
Florida
$99K +$78.3K +1,370 +489%
CA
344
CoreCap Advisors
Michigan
$97K +$92K +1,610 New
LWP
345
Lumature Wealth Partners
Georgia
$96K
EVM
346
Eaton Vance Management
Massachusetts
$95K
SWM
347
Sugarloaf Wealth Management
Georgia
$93K
WFS
348
Widmann Financial Services
Maryland
$90K +$85.7K +1,500 New
CFA
349
Carroll Financial Associates
North Carolina
$87K
BFC
350
Bedel Financial Consulting
Indiana
$80K

IYH Hedge Fund Activity: Q4 2021 in Review

427 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q4 2021, worth a combined $1.39B — up 10% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new IYH positions and 23 closed out — a net gain of 54 holders — while 127 added to existing stakes and 102 trimmed.

The largest buyer was Prudential Financial, opening a new position worth an estimated $194M. The largest seller was Bank of Montreal, cutting an estimated $67.9M.

  • 427 institutional investors held iShares US Healthcare ETF (IYH) as of Q4 2021, up from 382 in Q3 2021.
  • Funds reported $1.39B of iShares US Healthcare ETF stock for Q4 2021, up 10% quarter-over-quarter.
  • 77 funds opened new iShares US Healthcare ETF positions in Q4 2021 and 23 closed out, a net change of +54 holders.
  • The largest iShares US Healthcare ETF buyer in Q4 2021 was Prudential Financial, an estimated $194M added.
  • The largest iShares US Healthcare ETF seller in Q4 2021 was Bank of Montreal, an estimated $67.9M sold.

Based on aggregated 13F filings for Q4 2021.