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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
MCM
26
Murphy Capital Management
New Jersey
$8.68M -$89.5K -1,565 -1%
SPIA
27
Steward Partners Investment Advisory
New York
$8.37M +$297K +5,185 +4%
PAG
28
Private Advisor Group
New Jersey
$7.9M +$1.98M +34,590 +32%
CS
29
Credit Suisse
Switzerland
$7.86M +$7.09M +123,915 +669%
Citigroup
30
Citigroup
New York
$7.72M +$3.4M +59,470 +74%
GLA
31
Great Lakes Advisors
Illinois
$7.32M -$240K -4,195 -3%
SCA
32
Stillwater Capital Advisors
Pennsylvania
$6.55M -$34.3K -600 -0.5%
SAM
33
SP Asset Management
California
$6.24M +$5.15K +90 +0.1%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$6.05M +$615K +10,755 +11%
CWM
35
Connecticut Wealth Management
Connecticut
$5.77M
CIA
36
Capital Investment Advisors
Georgia
$5.64M -$41.5K -725 -0.7%
MML Investors Services
37
MML Investors Services
Massachusetts
$5.57M +$216K +3,775 +4%
PWW
38
Pettyjohn Wood & White
Virginia
$5.56M -$107K -1,875 -2%
FCFC
39
First Citizens Financial Corp
Iowa
$5.14M -$29.7K -520 -0.6%
Lido Advisors
40
Lido Advisors
California
$4.29M -$157K -2,745 -3%
Thrivent Financial for Lutherans
41
Thrivent Financial for Lutherans
Minnesota
$4.21M +$8.29K +145 +0.2%
Truist Financial
42
Truist Financial
North Carolina
$4.11M +$353K +6,165 +9%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$3.73M -$202K -3,525 -5%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$3.71M -$109K -1,905 -3%
KAS
45
Kestra Advisory Services
Texas
$3.62M +$182K +3,185 +5%
EL
46
Essex LLC
Illinois
$3.47M +$3.6M +62,905 New
MSAM
47
Moloney Securities Asset Management
Missouri
$3.24M +$3.36M +58,685 New
HA
48
HC Advisors
Georgia
$3.07M -$443K -7,750 -12%
JP Morgan Chase
49
JP Morgan Chase
New York
$2.98M -$308K -5,385 -9%
Stifel Financial
50
Stifel Financial
Missouri
$2.96M +$250K +4,375 +9%

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.