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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
Baird Financial Group
176
Baird Financial Group
Wisconsin
$527K +$156K +2,735 +40%
CG
177
Colony Group
Massachusetts
$520K
V
178
Veritable
Delaware
$517K
MAG
179
MRA Advisory Group
New Jersey
$509K
IFS
180
Ifrah Financial Services
Arkansas
$508K -$286 -5 -0.1%
FEM
181
Fulcrum Equity Management
Texas
$507K -$501K -8,755 -49%
SBL
182
Sargent Bickham Lagudis
Colorado
$506K
HB
183
Homrich & Berg
Georgia
$496K
LWANC
184
Laurel Wealth Advisors (North Carolina)
North Carolina
$484K +$34.3K +600 +7%
GPA
185
Guidance Point Advisors
Massachusetts
$468K +$25.2K +440 +5%
OC
186
Oppenheimer & Co
New York
$467K -$12.9K -225 -3%
JWA
187
JFS Wealth Advisors
Pennsylvania
$462K +$478K +8,365 New
Bessemer Group
188
Bessemer Group
New Jersey
$458K +$423K +7,400 +818%
WI
189
WBI Investments
New Jersey
$450K +$134K +2,345 +40%
PWP
190
Principle Wealth Partners
Connecticut
$447K
NEWAS
191
N.E.W. Advisory Services
Wisconsin
$446K -$4.86K -85 -1%
AMG
192
Advisors Management Group
Wisconsin
$445K -$40.3K -705 -8%
HIA
193
Harbor Investment Advisory
Maryland
$445K
BCFS
194
Butensky & Cohen Financial Security
Florida
$441K +$10.6K +185 +2%
WTC
195
WhitTier Trust Company
Nevada
$435K
BPA
196
Beacon Pointe Advisors
California
$431K +$37.2K +650 +9%
BRWA
197
B. Riley Wealth Advisors
Florida
$429K -$4.29K -75 -1%
NSIM
198
North Star Investment Management
Illinois
$428K
MSFS
199
Main Street Financial Solutions
Pennsylvania
$427K
WCG
200
Weaver Consulting Group
California
$420K

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.