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iShares US Healthcare ETF
IYH

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: 369 → 382 (+13)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (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

Top Buyers

Rank Fund Capital Flow
1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$93.6M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$53.3M
3
Bank of America
Bank of America
North Carolina
+$27.2M
4
UBS Group
UBS Group
Switzerland
+$12.1M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$11.6M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$8.38M
2
IMC Chicago
IMC Chicago
Illinois
-$3.99M
3
Morgan Stanley
Morgan Stanley
New York
-$3.09M
4
VCM
Virtue Capital Management
Tennessee
-$1.6M
5
OC
Oakworth Capital
Alabama
-$1.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
EIP
351
Ellis Investment Partners
Pennsylvania
$19K +$286 +5 +1%
RFWA
352
RPg Family Wealth Advisory
Massachusetts
$18.2K – – –
AWM
353
Accel Wealth Management
Iowa
$18K – – –
EWM
354
Evermay Wealth Management
Virginia
$18K – – –
FFA
355
Founders Financial Alliance
North Carolina
$18K – – –
SMG
356
Spectrum Management Group
Indiana
$18K – – –
ADL
357
Asset Dedication LLC
California
$18K +$12.3K +215 +187%
HWM
358
HighMark Wealth Management
Minnesota
$16K – – –
JMF
359
Johnson Midwest Financial
Iowa
$16K – – –
MAM
360
McCarthy Asset Management
California
$16K – – –
FF
361
FourThought Financial
Florida
$16K +$17.4K +305 New
CAAS
362
Capital Asset Advisory Services
Michigan
$15K – – –
PA
363
PSI Advisors
Florida
$15K +$16K +280 New
TF
364
TimeScale Financial
Massachusetts
$14K -$286 -5 -2%
HFM
365
Hartford Financial Management
Connecticut
$14K – – –
RE
366
RBC Europe
United Kingdom
$13.8K -$14.3K -250 -50%
WPA
367
West Paces Advisors
Georgia
$13.8K +$14.3K +250 New
GT
368
Glenmede Trust
Pennsylvania
$13K – – –
AWM
369
Avior Wealth Management
Nebraska
$12K -$286 -5 -2%
WT
370
Whittier Trust
California
$12K – – –
GAM
371
Gemmer Asset Management
California
$11K – – –
PP
372
Pacifica Partners
Canada
$9K – – –
PP
373
PrairieView Partners
Minnesota
$9K – – –
AIM
374
Anchor Investment Management
South Carolina
$8K – – –
BNP Paribas Financial Markets
375
BNP Paribas Financial Markets
France
$6.07K – – –
13 14
15
16 17

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.