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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
FFG
426
Ford Financial Group
California
$20 +$19.4K +340 New
FGAM
427
Financial Gravity Asset Management
Texas
$8 +$8.57K +150 New
SFCL
428
Strengthening Families & Communities LLC
Massachusetts
$2 +$15.1K +265 New
Schroder Investment Management Group
429
Schroder Investment Management Group
United Kingdom
-$51.4M -931,725 Closed
MSAM
430
Moloney Securities Asset Management
Missouri
-$3.24M -58,685 Closed
ACM
431
AlphaStar Capital Management
North Carolina
-$1.95M -34,255 Closed
FTUS
432
Flow Traders U.S.
New York
-$1.08M -19,500 Closed
GRP
433
Global Retirement Partners
California
-$944K -17,115 Closed
CA
434
Calton & Associates
Florida
-$931K -16,880 Closed
TSS
435
Two Sigma Securities
New York
-$815K -14,760 Closed
NL
436
NWAM LLC
Washington
-$601K -10,885 Closed
KF
437
Krilogy Financial
Missouri
-$555K -10,055 Closed
CG
438
Colony Group
Massachusetts
-$520K -9,415 Closed
FEM
439
Fulcrum Equity Management
Texas
-$507K -9,180 Closed
NA
440
Navellier & Associates
Nevada
-$385K -6,980 Closed
TI
441
Trexquant Investment
Connecticut
-$381K -6,905 Closed
ASFA
442
All Season Financial Advisors
Colorado
-$351K -6,355 Closed
HWA
443
HCR Wealth Advisors
California
-$214K -3,870 Closed
DAS
444
Dynamic Advisor Solutions
Arizona
-$205K -3,710 Closed
JCM
445
Jacobi Capital Management
Pennsylvania
-$77K -1,400 Closed
JPLA
446
Joseph P. Lucia & Associates
New York
-$48K -875 Closed
CI
447
CX Institutional
Indiana
-$32K -575 Closed
LWM
448
Liberty Wealth Management
California
-$23K -410 Closed
WPA
449
West Paces Advisors
Georgia
-$13.8K -250 Closed
BlackRock
450
BlackRock
New York
-$4K -70 Closed

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.