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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
ADL
351
Asset Dedication LLC
California
$6K
CAAS
352
Capital Asset Advisory Services
Michigan
$6K
SC
353
SouthState Corp
Florida
$6K
HR
354
Howe & Rusling
New York
$5K -$3.02K -60 -38%
AF
355
Allworth Financial
California
$3K
APWA
356
Atlas Private Wealth Advisors
New Jersey
$3K
RWG
357
Regal Wealth Group
California
$3K +$251 +5 +8%
MWM
358
Mascoma Wealth Management
New Hampshire
$3K +$2.77K +55 New
LFG
359
Larson Financial Group
Missouri
$2K +$2.01K +40 New
SWM
360
Sugarloaf Wealth Management
Georgia
$78 +$382K +7,595 +492%
WIM
361
Westside Investment Management
California
$38
BCIM
362
British Columbia Investment Management
British Columbia, Canada
-$6.06M -123,170 Closed
CCA
363
Cadent Capital Advisors
Oklahoma
-$3.96M -80,455 Closed
BS
364
Banco Santander
Spain
-$3.73M -75,900 Closed
NF
365
Nikulski Financial
Iowa
-$1.11M -22,500 Closed
HWA
366
HCR Wealth Advisors
California
-$656K -13,340 Closed
RIA
367
Regal Investment Advisors
Michigan
-$653K -13,275 Closed
CBFP
368
Cedar Brook Financial Partners
Ohio
-$600K -12,200 Closed
SS
369
Simplicity Solutions
Minnesota
-$592K -12,030 Closed
CPA
370
Clear Perspective Advisors
Illinois
-$516K -10,500 Closed
Fiera Capital (Canada)
371
Fiera Capital (Canada)
Quebec, Canada
-$494K -10,050 Closed
HSA
372
HBK Sorce Advisory
Pennsylvania
-$379K -7,710 Closed
MAS
373
Madden Advisory Services
Florida
-$352K -7,160 Closed
NA
374
Nottingham Advisors
New York
-$252K -5,125 Closed
OWA
375
Outlook Wealth Advisors
Texas
-$244K -4,970 Closed

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.