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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
JP Morgan Chase
51
JP Morgan Chase
New York
$3.17M -$70.3K -1,230 -2%
HA
52
HC Advisors
Georgia
$3.16M -$177K -3,100 -6%
VFM
53
Vivid Financial Management
California
$2.98M +$121K +2,110 +4%
TA
54
TrueWealth Advisors
Alabama
$2.89M +$29.1K +510 +1%
RF
55
Rollins Financial
Georgia
$2.82M +$2.68M +46,965 New
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$2.68M -$79.4K -1,390 -3%
JMPWA
57
JP Morgan Private Wealth Advisors
California
$2.66M -$303K -5,305 -11%
JIC
58
Johnson Investment Counsel
Ohio
$2.64M +$710K +12,430 +39%
MAWCM
59
Mine & Arao Wealth Creation & Management
California
$2.63M +$112K +1,955 +5%
NAM
60
Nexpoint Asset Management
Texas
$2.55M +$2.43M +42,500 New
CCA
61
Conservest Capital Advisors
Pennsylvania
$2.5M +$12.9K +225 +0.5%
National Bank of Canada
62
National Bank of Canada
Quebec, Canada
$2.46M +$2.34M +40,965 New
PPW
63
Pinnacle Private Wealth
Massachusetts
$2.45M +$2.33M +40,750 New
CWM
64
Congress Wealth Management
Massachusetts
$2.05M +$1.95M +34,050 New
KNW
65
Kesler Norman & Wride
Utah
$2.04M -$187K -3,275 -9%
AAS
66
Avantax Advisory Services
Texas
$2.03M +$28.6K +500 +2%
Creative Planning
67
Creative Planning
Kansas
$2.01M -$172K -3,015 -8%
KA
68
Kovack Advisors
Florida
$2M +$1.13M +19,830 +148%
CIBC World Market
69
CIBC World Market
Ontario, Canada
$1.98M -$314K -5,495 -14%
KP
70
Keel Point
Alabama
$1.96M +$13.7K +240 +0.7%
AWM
71
AE Wealth Management
Kansas
$1.93M +$812K +14,215 +80%
ACM
72
AUA Capital Management
Pennsylvania
$1.89M -$9.71K -170 -0.5%
MLIC
73
Mandatum Life Insurance Company
Finland
$1.86M -$11.4K -200 -0.6%
SB
74
Simmons Bank
Arkansas
$1.84M -$1.43K -25 -0.1%
WS
75
Wedbush Securities
California
$1.82M +$161K +2,825 +10%

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.