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iShares US Healthcare ETF

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: 369382 (+13)

0% more funds holding in top 10

Funds holding in top 10: 33 (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
Name Holding Trade Value Shares
Change
Change in
Stake
SC
376
SouthState Corp
Florida
$6K
BlackRock
377
BlackRock
New York
$4K +$4K +70 New
EWM
378
EPG Wealth Management
Georgia
$4K +$4.29K +75 New
APWA
379
Atlas Private Wealth Advisors
New Jersey
$3K
MWM
380
Mascoma Wealth Management
New Hampshire
$3K +$3.15K +55 New
LFG
381
Larson Financial Group
Missouri
$2K
GKWIM
382
Gerber Kawasaki Wealth & Investment Management
California
$2K +$572 +10 New
WIM
383
Westside Investment Management
California
$41 +$286 +5 +0.7%
IMC Chicago
384
IMC Chicago
Illinois
-$3.99M -73,190 Closed
VCM
385
Virtue Capital Management
Tennessee
-$1.6M -29,420 Closed
JWCA
386
J.W. Cole Advisors
Florida
-$1.03M -18,810 Closed
OMC
387
Old Mission Capital
Illinois
-$546K -10,000 Closed
IC
388
Inscription Capital
Texas
-$442K -8,100 Closed
CCFM
389
Clear Creek Financial Management
Washington
-$237K -4,350 Closed
JWM
390
JGP Wealth Management
Oregon
-$236K -4,325 Closed
WMP
391
Wealth Management Partners
Arizona
-$232K -4,255 Closed
ATPW
392
Ashton Thomas Private Wealth
Arizona
-$212K -3,885 Closed
PGFC
393
Peapack-Gladstone Financial Corp
New Jersey
-$204K -3,740 Closed
ARC
394
Advisor Resource Council
Texas
-$200K -3,665 Closed
SCA
395
Stuart Chaussee & Associates
California
-$146K -2,680 Closed
SB
396
Strategic Blueprint
Georgia
-$89K -1,625 Closed
ECM
397
ExodusPoint Capital Management
New York
-$55K -1,000 Closed
TAM
398
Townsend Asset Management
North Carolina
-$40K -730 Closed
CWC
399
Carolinas Wealth Consulting
North Carolina
-$30K -550 Closed
FPW
400
Flagship Private Wealth
Massachusetts
-$24.6K -440 Closed

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.