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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
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$7.26M -$7.35M -128,700 -52%
SCA
27
Stillwater Capital Advisors
Pennsylvania
$7.25M +$116K +2,025 +2%
PAG
28
Private Advisor Group
New Jersey
$7.19M -$1.35M -23,545 -16%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$6.72M +$121K +2,115 +2%
CS
30
Credit Suisse
Switzerland
$6.6M -$1.86M -32,525 -23%
MML Investors Services
31
MML Investors Services
Massachusetts
$6.55M +$455K +7,955 +8%
Citigroup
32
Citigroup
New York
$6.47M -$1.84M -32,130 -23%
CWM
33
Connecticut Wealth Management
Connecticut
$6.28M
CIA
34
Capital Investment Advisors
Georgia
$6.12M -$16K -280 -0.3%
SAM
35
SP Asset Management
California
$6.12M +$8.57K +150 +0.1%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$6.11M -$67.9M -1,187,765 -92%
PWW
37
Pettyjohn Wood & White
Virginia
$5.87M -$173K -3,025 -3%
FCFC
38
First Citizens Financial Corp
Iowa
$5.5M -$93.1K -1,630 -2%
Citadel Advisors
39
Citadel Advisors
Florida
$5.26M +$3.01M +52,630 +151%
RFM
40
Royal Fund Management
Florida
$5.25M +$4.68M +81,980 +1,492%
E
41
ETFidea
New York
$4.87M +$4.63M +81,040 New
Lido Advisors
42
Lido Advisors
California
$4.34M -$318K -5,565 -7%
Thrivent Financial for Lutherans
43
Thrivent Financial for Lutherans
Minnesota
$4.15M -$8.29K -145 -0.2%
Truist Financial
44
Truist Financial
North Carolina
$4.13M -$332K -5,815 -8%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$3.98M -$79.4K -1,390 -2%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$3.83M -$201K -3,510 -5%
KAS
47
Kestra Advisory Services
Texas
$3.81M -$114K -1,995 -3%
Qube Research & Technologies (QRT)
48
Qube Research & Technologies (QRT)
United Kingdom
$3.73M +$3.27M +57,160 +1,143%
EL
49
Essex LLC
Illinois
$3.72M -$57.1K -1,000 -2%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$3.31M +$582K +10,190 +23%

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.