We are live on ! Find out more
IYH icon

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
OIA
76
OneDigital Investment Advisors
Kansas
$1.45M +$135K +2,355 +10%
RRWA
77
Rainey & Randall Wealth Advisors
Florida
$1.43M +$171K +2,995 +13%
IFG
78
Independent Financial Group
California
$1.39M +$288K +5,030 +25%
CA
79
Corrado Advisors
New Jersey
$1.37M +$197K +3,450 +16%
GT
80
Glenview Trust
Kentucky
$1.31M -$27.2K -475 -2%
US Bancorp
81
US Bancorp
Minnesota
$1.3M -$6.86K -120 -0.5%
HWA
82
Heritage Wealth Advisors
Virginia
$1.29M +$15.7K +275 +1%
DLCIG
83
D.L. Carlson Investment Group
New Hampshire
$1.24M -$19.7K -345 -2%
Kayne Anderson Rudnick Investment Management
84
Kayne Anderson Rudnick Investment Management
California
$1.22M -$125K -2,190 -9%
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$1.21M +$99.2K +1,735 +9%
VA
86
Valmark Advisers
Ohio
$1.21M -$37.7K -660 -3%
Fidelity Investments
87
Fidelity Investments
Massachusetts
$1.19M -$6.29K -110 -0.5%
F
88
F3Logic
Minnesota
$1.18M +$122K +2,140 +11%
CFG
89
Citizens Financial Group
Rhode Island
$1.16M +$1.2M +20,930 New
FA
90
Fortis Advisors
Pennsylvania
$1.14M +$253K +4,430 +27%
FDCDDQ
91
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.13M -$3.43K -60 -0.3%
AA
92
Apriem Advisors
California
$1.1M
AW
93
ACG Wealth
Georgia
$1.1M +$6.29K +110 +0.6%
KCA
94
Karn Couzens & Associates
Connecticut
$1.09M -$17.2K -300 -1%
KM
95
Kalos Management
Georgia
$1.08M
5L
96
55I LLC
Massachusetts
$1.08M +$14.9K +260 +1%
FTUS
97
Flow Traders U.S.
New York
$1.08M +$633K +11,075 +131%
NP
98
NorthRock Partners
Minnesota
$1.06M -$58K -1,015 -5%
SWA
99
SOA Wealth Advisors
New York
$1.06M -$1.43K -25 -0.1%
APA
100
American Portfolios Advisors
New York
$1.01M +$38.3K +670 +4%

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.