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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
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$1.26M -$53.4K -935 -4%
CFG
102
Citizens Financial Group
Rhode Island
$1.26M +$1.71K +30 +0.1%
FDCDDQ
103
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.25M +$22K +385 +2%
FA
104
Fortis Advisors
Pennsylvania
$1.25M +$6.29K +110 +0.5%
GT
105
Glenview Trust
Kentucky
$1.21M -$202K -3,535 -15%
AA
106
Apriem Advisors
California
$1.21M +$5.71K +100 +0.5%
AW
107
ACG Wealth
Georgia
$1.2M +$286 +5 +0%
KCA
108
Karn Couzens & Associates
Connecticut
$1.19M
GKWIM
109
Gerber Kawasaki Wealth & Investment Management
California
$1.16M +$4M +69,955 +699,550%
NP
110
NorthRock Partners
Minnesota
$1.16M +$58K +1,015 +6%
SWA
111
SOA Wealth Advisors
New York
$1.11M -$45.1K -790 -4%
KM
112
Kalos Management
Georgia
$1.1M +$21.1K +370 +2%
APA
113
American Portfolios Advisors
New York
$1.1M +$4K +70 +0.4%
PA
114
Pinnacle Associates
New York
$1.08M
IWC
115
Integrated Wealth Concepts
Massachusetts
$1.07M +$195K +3,420 +24%
AWM
116
Alterna Wealth Management
Texas
$1.03M +$983K +17,205 New
BC
117
Bartlett & Co
Ohio
$1.03M +$17.1K +300 +2%
BCWM
118
Bartlett & Co Wealth Management
Ohio
$1.03M +$17.1K +300 +2%
PFS
119
Prospera Financial Services
Texas
$1.01M -$73.1K -1,280 -7%
PD
120
Planning Directions
Pennsylvania
$1.01M +$18.3K +320 +2%
VCM
121
Vivaldi Capital Management
Illinois
$995K
KFP
122
KMG Fiduciary Partners
Ohio
$984K +$15.1K +265 +2%
FFN
123
Focus Financial Network
Minnesota
$950K -$8K -140 -0.9%
Bank of New York Mellon
124
Bank of New York Mellon
New York
$944K -$14.3K -250 -2%
SC
125
Scotia Capital
Ontario, Canada
$939K +$2.29K +40 +0.3%

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.