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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
PFS
101
Prospera Financial Services
Texas
$1M +$86.6K +1,515 +9%
PA
102
Pinnacle Associates
New York
$993K
AWM
103
AE Wealth Management
Kansas
$984K +$17.7K +310 +2%
AIM
104
Acropolis Investment Management
Missouri
$948K +$28.6K +500 +3%
GRP
105
Global Retirement Partners
California
$944K -$11.4K -200 -1%
CA
106
Calton & Associates
Florida
$931K +$965K +16,880 New
BC
107
Bartlett & Co
Ohio
$926K
BCWM
108
Bartlett & Co Wealth Management
Ohio
$926K
VCM
109
Vivaldi Capital Management
Illinois
$914K
PD
110
Planning Directions
Pennsylvania
$911K -$27.5K -480 -3%
AIA
111
Armor Investment Advisors
North Carolina
$893K -$45.8K -800 -5%
KFP
112
KMG Fiduciary Partners
Ohio
$889K
Bank of New York Mellon
113
Bank of New York Mellon
New York
$882K +$7.15K +125 +0.8%
FFN
114
Focus Financial Network
Minnesota
$880K +$83.8K +1,465 +10%
SC
115
Scotia Capital
Ontario, Canada
$861K +$194K +3,385 +28%
FPCP
116
Fort Point Capital Partners
California
$861K +$893K +15,610 New
CF
117
Centaurus Financial
California
$843K +$357K +6,235 +69%
GWM
118
Geneos Wealth Management
Colorado
$839K
SI
119
Stephens Inc
Arkansas
$831K
PAS
120
Park Avenue Securities
New York
$829K +$860K +15,030 New
VFG
121
V2 Financial group
Illinois
$828K
HNB
122
Huntington National Bank
Ohio
$817K
TSS
123
Two Sigma Securities
New York
$815K +$844K +14,760 New
BFEC
124
Benjamin F. Edwards & Company
Missouri
$813K +$696K +12,175 +476%
DC
125
Davenport & Co
Virginia
$804K +$52K +910 +7%

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.