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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
CB
76
Commerce Bank
Missouri
$1.81M -$226K -3,955 -12%
IA
77
IFG Advisory
Georgia
$1.78M -$67.1K -1,175 -4%
MCC
78
Money Concepts Capital
Florida
$1.77M +$1.69M +29,505 New
IFG
79
Independent Financial Group
California
$1.68M +$159K +2,785 +11%
SPC
80
Sigma Planning Corp
Michigan
$1.68M -$62K -1,085 -4%
OIA
81
OneDigital Investment Advisors
Kansas
$1.67M +$87.7K +1,535 +6%
RRWA
82
Rainey & Randall Wealth Advisors
Florida
$1.67M +$103K +1,810 +7%
MIA
83
MMBG Investment Advisors
Florida
$1.65M +$1.57M +27,425 New
D
84
Dentgroup
Louisiana
$1.63M +$1.55M +27,100 New
CA
85
Corrado Advisors
New Jersey
$1.63M +$131K +2,295 +9%
VCM
86
Virtue Capital Management
Tennessee
$1.59M +$1.52M +26,530 New
PIMG
87
Patriot Investment Management Group
Tennessee
$1.54M +$737K +12,905 +102%
GIA
88
Gladstone Institutional Advisory
Florida
$1.51M +$1M +17,565 +233%
F
89
F3Logic
Minnesota
$1.5M +$201K +3,510 +16%
NA
90
NewEdge Advisors
Louisiana
$1.49M +$737K +12,895 +109%
MPCL
91
My Personal CFO LLC
Washington
$1.49M +$1.41M +24,750 New
US Bancorp
92
US Bancorp
Minnesota
$1.49M +$62.6K +1,095 +5%
HWA
93
Heritage Wealth Advisors
Virginia
$1.44M +$35.1K +615 +3%
Renaissance Technologies
94
Renaissance Technologies
New York
$1.41M +$686K +12,000 +104%
Fidelity Investments
95
Fidelity Investments
Massachusetts
$1.38M +$80.6K +1,410 +7%
5L
96
55I LLC
Massachusetts
$1.35M +$165K +2,895 +15%
Kayne Anderson Rudnick Investment Management
97
Kayne Anderson Rudnick Investment Management
California
$1.32M +$286 +5 +0%
PAS
98
Park Avenue Securities
New York
$1.31M +$391K +6,840 +46%
DLCIG
99
D.L. Carlson Investment Group
New Hampshire
$1.3M -$46.3K -810 -4%
VA
100
Valmark Advisers
Ohio
$1.27M -$42.6K -745 -3%

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.