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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
JMPWA
51
JP Morgan Private Wealth Advisors
California
$2.73M +$497K +8,685 +21%
TA
52
TrueWealth Advisors
Alabama
$2.62M -$264K -4,620 -9%
VFM
53
Vivid Financial Management
California
$2.62M +$81.5K +1,425 +3%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$2.54M -$99.8K -1,745 -4%
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$2.48M +$7.72K +135 +0.3%
MAWCM
56
Mine & Arao Wealth Creation & Management
California
$2.3M -$25.7K -450 -1%
TRCT
57
Tower Research Capital (TRC)
New York
$2.3M +$1.98M +34,635 +492%
CCA
58
Conservest Capital Advisors
Pennsylvania
$2.29M
CIBC World Market
59
CIBC World Market
Ontario, Canada
$2.12M -$46.3K -810 -2%
KNW
60
Kesler Norman & Wride
Utah
$2.06M -$244K -4,270 -10%
Creative Planning
61
Creative Planning
Kansas
$2.01M -$89.2K -1,560 -4%
ACM
62
AlphaStar Capital Management
North Carolina
$1.95M +$1.96M +34,255 New
Citadel Advisors
63
Citadel Advisors
Florida
$1.93M -$8.38M -146,585 -81%
CB
64
Commerce Bank
Missouri
$1.88M -$177K -3,100 -8%
AAS
65
Avantax Advisory Services
Texas
$1.84M +$151K +2,640 +9%
KPW
66
Kore Private Wealth
New York
$1.8M +$124K +2,170 +7%
KP
67
Keel Point
Alabama
$1.79M -$236K -4,125 -11%
ACM
68
AUA Capital Management
Pennsylvania
$1.75M
JIC
69
Johnson Investment Counsel
Ohio
$1.74M -$603K -10,550 -25%
MLIC
70
Mandatum Life Insurance Company
Finland
$1.73M +$36.9K +645 +2%
IA
71
IFG Advisory
Georgia
$1.7M
SB
72
Simmons Bank
Arkansas
$1.69M -$15.7K -275 -0.9%
Bank Julius Baer & Co
73
Bank Julius Baer & Co
Switzerland
$1.64M -$3.15K -55 -0.2%
SPC
74
Sigma Planning Corp
Michigan
$1.6M +$101K +1,760 +6%
WS
75
Wedbush Securities
California
$1.52M -$16.3K -285 -1%

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.