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iShares US Healthcare ETF

427 hedge funds and large institutions have $1.39B invested in iShares US Healthcare ETF in 2021 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 127 increasing their positions, 102 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

246% more call options, than puts

Call options by funds: $1.71M | Put options by funds: $495K

235% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 23

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

25% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 102

14.82% more ownership

Funds ownership: 215.61%230.43% (+15%)

12% more funds holding

Funds holding: 382427 (+45)

10% more capital invested

Capital invested by funds: $1.27B → $1.39B (+$128M)

Holders
427
Holders Change
+45
Holders Change %
+11.78%
% of All Funds
6.57%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
77
Increased
127
Reduced
102
Closed
23
Calls
$1.71M
Puts
$495K
Net Calls
+$1.22M
Net Calls Change
+$969K
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
401
Hartford Financial Management
Connecticut
$15K
RE
402
RBC Europe
United Kingdom
$15K
TF
403
TimeScale Financial
Massachusetts
$15K +$286 +5 +2%
AWM
404
Aberdeen Wealth Management
Illinois
$15K +$14.3K +250 New
CSWM
405
Cassady Schiller Wealth Management
Ohio
$15K +$14.3K +250 New
WT
406
Whittier Trust
California
$13K
AWM
407
Avior Wealth Management
Nebraska
$13K +$286 +5 +2%
GAM
408
Gemmer Asset Management
California
$12K
AIP
409
Ahrens Investment Partners
Louisiana
$12K +$11.4K +200 New
BBPWM
410
Blue Bell Private Wealth Management
Pennsylvania
$12K +$11.4K +200 New
HI
411
Hudock Inc
Pennsylvania
$11K +$11.1K +195 New
PP
412
PrairieView Partners
Minnesota
$10K
RWA
413
RGT Wealth Advisors
Texas
$10K +$9.14K +160 New
PP
414
Pacifica Partners
Canada
$9K
AIM
415
Anchor Investment Management
South Carolina
$8.71K
SC
416
SouthState Corp
Florida
$7K
BNP Paribas Financial Markets
417
BNP Paribas Financial Markets
France
$6.61K
CAAS
418
Capital Asset Advisory Services
Michigan
$6K -$9.71K -170 -63%
ZIG
419
Zullo Investment Group
Pennsylvania
$6K +$5.71K +100 New
EWA
420
EverSource Wealth Advisors
Alabama
$6K +$6K +105 New
EWM
421
EPG Wealth Management
Georgia
$5K
LFG
422
Larson Financial Group
Missouri
$3K
MWM
423
Mascoma Wealth Management
New Hampshire
$3K
FHC
424
First Heartland Consultants
Missouri
$547 +$173K +3,035 +50%
WIM
425
Westside Investment Management
California
$45

IYH Hedge Fund Activity: Q4 2021 in Review

427 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q4 2021, worth a combined $1.39B — up 10% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new IYH positions and 23 closed out — a net gain of 54 holders — while 127 added to existing stakes and 102 trimmed.

The largest buyer was Prudential Financial, opening a new position worth an estimated $194M. The largest seller was Bank of Montreal, cutting an estimated $67.9M.

  • 427 institutional investors held iShares US Healthcare ETF (IYH) as of Q4 2021, up from 382 in Q3 2021.
  • Funds reported $1.39B of iShares US Healthcare ETF stock for Q4 2021, up 10% quarter-over-quarter.
  • 77 funds opened new iShares US Healthcare ETF positions in Q4 2021 and 23 closed out, a net change of +54 holders.
  • The largest iShares US Healthcare ETF buyer in Q4 2021 was Prudential Financial, an estimated $194M added.
  • The largest iShares US Healthcare ETF seller in Q4 2021 was Bank of Montreal, an estimated $67.9M sold.

Based on aggregated 13F filings for Q4 2021.