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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 %
MFA
376
Mayflower Financial Advisors
Massachusetts
– -$227K -4,615 Closed
WAG
377
Winthrop Advisory Group
Massachusetts
– -$218K -4,430 Closed
DAS
378
Dynamic Advisor Solutions
Arizona
– -$218K -4,425 Closed
CCFM
379
Clear Creek Financial Management
Washington
– -$205K -4,185 Closed
M&T Bank
380
M&T Bank
New York
– -$204K -4,150 Closed
EDRH
381
Edmond de Rothschild Holding
Switzerland
– -$172K -3,500 Closed
D
382
Diversified
Delaware
– -$111K -2,435 Closed
WOSD
383
WFA of San Diego
California
– -$245 -2,000 Closed
OPW
384
Oxler Private Wealth
New York
– -$79K -1,625 Closed
EA
385
Elm Advisors
California
– -$65K -1,325 Closed
CTFG
386
Capstone Triton Financial Group
Oklahoma
– -$63K -1,290 Closed
PWM
387
Perigon Wealth Management
California
– -$54K -1,100 Closed
MIM
388
Merrion Investment Management
New Jersey
– -$48K -975 Closed
RDFA
389
Ritter Daniher Financial Advisory
Ohio
– -$47K -950 Closed
OIM
390
Oder Investment Management
California
– -$36K -735 Closed
CCM
391
Covington Capital Management
California
– -$28K -575 Closed
ICP
392
Interchange Capital Partners
Pennsylvania
– -$20K -425 Closed
SIAG
393
Safeguard Investment Advisory Group
California
– -$15K -325 Closed
Simplex Trading
394
Simplex Trading
Illinois
– -$14K -290 Closed
JAWM
395
J. Arnold Wealth Management
Ohio
– -$12K -250 Closed
IA
396
Inspire Advisors
Idaho
– -$9K -185 Closed
Toronto Dominion Bank
397
Toronto Dominion Bank
Ontario, Canada
– -$7K -150 Closed
Jones Financial Companies
398
Jones Financial Companies
Missouri
– -$7K -140 Closed
PFO
399
Pathstone Family Office
New Jersey
– -$3K -55 Closed
TPWA
400
TRUE Private Wealth Advisors
Oregon
– -$2K -50 Closed
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