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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 %
HR
351
Howe & Rusling
New York
$5K -$3K -60 -38%
AF
352
Allworth Financial
California
$3K – – –
APWA
353
Atlas Private Wealth Advisors
New Jersey
$3K – – –
RWG
354
Regal Wealth Group
California
$3K +$214 +5 +8%
MWM
355
Mascoma Wealth Management
New Hampshire
$3K +$3K +55 New
LFG
356
Larson Financial Group
Missouri
$2K +$2K +40 New
SWM
357
Sugarloaf Wealth Management
Georgia
$78 +$65 +7,595 +492%
WIM
358
Westside Investment Management
California
$38 – – –
BCIM
359
British Columbia Investment Management
British Columbia, Canada
– -$6.06M -123,170 Closed
CCA
360
Cadent Capital Advisors
Oklahoma
– -$3.96M -80,455 Closed
BS
361
Banco Santander
Spain
– -$3.73M -75,900 Closed
NF
362
Nikulski Financial
Iowa
– -$1.11M -22,500 Closed
HWA
363
HCR Wealth Advisors
California
– -$656K -13,340 Closed
RIA
364
Regal Investment Advisors
Michigan
– -$653K -13,275 Closed
CBFP
365
Cedar Brook Financial Partners
Ohio
– -$600K -12,200 Closed
SS
366
Simplicity Solutions
Minnesota
– -$592K -12,030 Closed
CPA
367
Clear Perspective Advisors
Illinois
– -$516K -10,500 Closed
Fiera Capital (Canada)
368
Fiera Capital (Canada)
Quebec, Canada
– -$494K -10,050 Closed
HSA
369
HBK Sorce Advisory
Pennsylvania
– -$379K -7,710 Closed
MAS
370
Madden Advisory Services
Florida
– -$352K -7,160 Closed
NA
371
Nottingham Advisors
New York
– -$252K -5,125 Closed
OWA
372
Outlook Wealth Advisors
Texas
– -$244K -4,970 Closed
SS
373
Sunbelt Securities
Texas
– -$242K -4,925 Closed
SCG
374
Sonata Capital Group
Washington
– -$234K -4,750 Closed
MFG
375
Magnus Financial Group
New York
– -$233K -4,740 Closed
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