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iShares US Healthcare ETF

360 hedge funds and large institutions have $972M invested in iShares US Healthcare ETF in 2021 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 92 increasing their positions, 110 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more call options, than puts

Call options by funds: $682K | Put options by funds: $328K

4% less capital invested

Capital invested by funds: $1.01B → $972M (-$40.7M)

4% less funds holding

Funds holding: 376360 (-16)

6.83% less ownership

Funds ownership: 201.69%194.85% (-6.8%)

16% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 110

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

29% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 42

Holders
360
Holders Change
-16
Holders Change %
-4.26%
% of All Funds
6.32%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
30
Increased
92
Reduced
110
Closed
42
Calls
$682K
Puts
$328K
Net Calls
+$354K
Net Calls Change
+$89K
Name Holding Trade Value Shares
Change
Change in
Stake
PNC
126
Park National Corp
Ohio
$674K -$127K -2,525 -16%
BDFN
127
Bond & Devick Financial Network
Minnesota
$674K -$18.1K -360 -3%
ASN
128
Advisory Services Network
Georgia
$671K -$31.7K -630 -5%
VWA
129
V Wealth Advisors
Kansas
$669K
WB
130
WesBanco Bank
West Virginia
$665K +$662K +13,170 New
PIMG
131
Patriot Investment Management Group
Tennessee
$643K -$120K -2,385 -16%
AFC
132
AFT Forsyth & Company
Florida
$639K +$33.9K +675 +6%
CBA
133
Coastal Bridge Advisors
Connecticut
$633K
KA
134
Kovack Advisors
Florida
$633K +$28.9K +575 +5%
Susquehanna International Group
135
Susquehanna International Group
Pennsylvania
$623K -$2.24M -44,475 -78%
CIC
136
Carnegie Investment Counsel
Ohio
$613K
GWM
137
Gray Wealth Management
Maine
$609K
HI
138
Harbour Investments
Wisconsin
$606K +$603K +12,000 New
CAG
139
Csenge Advisory Group
Florida
$601K -$6.22M -123,755 -91%
IWC
140
Integrated Wealth Concepts
Massachusetts
$597K +$308K +6,130 +108%
FMC
141
First Merchants Corp
Indiana
$592K -$119K -2,375 -17%
SMC
142
Smith, Moore & Co
Missouri
$573K +$251 +5 +0%
FUBT
143
First United Bank & Trust
Maryland
$572K -$21.9K -435 -4%
NA
144
NewEdge Advisors
Louisiana
$564K -$13.6K -270 -2%
SWP
145
Stratos Wealth Partners
Ohio
$562K +$96.8K +1,925 +21%
EH
146
Equitable Holdings
New York
$561K -$251 -5 -0%
Mercer Global Advisors
147
Mercer Global Advisors
Colorado
$557K +$555K +11,040 New
MA
148
Montag & Associates
Georgia
$554K
ASBI
149
American State Bank (Iowa)
Iowa
$546K
LNC
150
Lincoln National Corp
Pennsylvania
$544K -$754 -15 -0.1%

IYH Hedge Fund Activity: Q1 2021 in Review

360 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q1 2021, worth a combined $972M — down 4% from $1.01B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of IYH and 30 opened new positions — a net loss of 12 holders — while 110 trimmed existing stakes and 92 added.

The largest buyer was Bank of Montreal, adding an estimated $49.3M. The largest seller was Bank of America, cutting an estimated $70.9M.

  • 360 institutional investors held iShares US Healthcare ETF (IYH) as of Q1 2021, down from 376 in Q4 2020.
  • Funds reported $972M of iShares US Healthcare ETF stock for Q1 2021, down 4% quarter-over-quarter.
  • 30 funds opened new iShares US Healthcare ETF positions in Q1 2021 and 42 closed out, a net change of -12 holders.
  • The largest iShares US Healthcare ETF buyer in Q1 2021 was Bank of Montreal, an estimated $49.3M added.
  • The largest iShares US Healthcare ETF seller in Q1 2021 was Bank of America, an estimated $70.9M sold.

Based on aggregated 13F filings for Q1 2021.