We are live on ! Find out more
IYH icon

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
AFC
126
AFT Forsyth & Company
Florida
$929K +$94.6K +1,655 +12%
FPCP
127
Fort Point Capital Partners
California
$926K -$11.4K -200 -1%
TWC
128
TD Waterhouse Canada
Ontario, Canada
$911K +$792K +13,860 New
HNB
129
Huntington National Bank
Ohio
$903K
VFG
130
V2 Financial group
Illinois
$901K
ASN
131
Advisory Services Network
Georgia
$889K +$63.1K +1,105 +8%
DC
132
Davenport & Co
Virginia
$888K +$11.7K +205 +1%
AIM
133
Acropolis Investment Management
Missouri
$881K -$149K -2,605 -15%
TC
134
Telemus Capital
Michigan
$876K +$7.14K +125 +0.9%
CAN
135
Cetera Advisor Networks
California
$871K +$195K +3,410 +31%
GWM
136
Geneos Wealth Management
Colorado
$863K -$48.3K -845 -6%
SI
137
Stephens Inc
Arkansas
$850K -$52K -910 -6%
AIA
138
Armor Investment Advisors
North Carolina
$846K -$120K -2,100 -13%
HA
139
HFG Advisors
Ohio
$841K +$800K +14,000 New
BDFN
140
Bond & Devick Financial Network
Minnesota
$819K +$8.86K +155 +1%
Rockefeller Capital Management
141
Rockefeller Capital Management
New York
$818K +$53.4K +935 +7%
Marshall Wace
142
Marshall Wace
United Kingdom
$811K +$343K +6,000 +80%
Northern Trust
143
Northern Trust
Illinois
$788K +$44.6K +780 +6%
MCM
144
MAI Capital Management
Ohio
$781K +$743K +13,010 New
CFGS
145
Concourse Financial Group Securities
Alabama
$780K -$2.86K -50 -0.4%
WB
146
WesBanco Bank
West Virginia
$780K
AAS
147
Ameritas Advisory Services
Nebraska
$767K +$729K +12,765 New
WI
148
WBI Investments
New Jersey
$766K +$263K +4,600 +56%
VWA
149
V Wealth Advisors
Kansas
$759K
CBA
150
Coastal Bridge Advisors
Connecticut
$754K

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.