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iShares US Healthcare ETF
IYH

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: 3 → 5 (+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: 382 → 427 (+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

Top Buyers

Rank Fund Capital Flow
1
Prudential Financial
Prudential Financial
New Jersey
+$194M
2
NEPWA
New England Private Wealth Advisors
Massachusetts
+$51.9M
3
Goldman Sachs
Goldman Sachs
New York
+$13.5M
4
Morgan Stanley
Morgan Stanley
New York
+$12.5M
5
HighTower Advisors
HighTower Advisors
Illinois
+$11.1M

Top Sellers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$67.9M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$51.4M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$20.8M
4
Bank of America
Bank of America
North Carolina
-$13.8M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$7.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
176
Ancora Advisors
Ohio
$617K +$571 +10 +0.1%
OPWM
177
Oxinas Partners Wealth Management
Indiana
$616K +$586K +10,255 New
CAG
178
Csenge Advisory Group
Florida
$614K +$34.3K +600 +6%
William Blair & Company
179
William Blair & Company
Illinois
$612K +$17.7K +310 +3%
SWM
180
Spire Wealth Management
Virginia
$610K -$25.4K -445 -4%
MA
181
Montag & Associates
Georgia
$601K – – –
CWP
182
CFM Wealth Partners
Texas
$599K – – –
VWA
183
Visionary Wealth Advisors
Illinois
$594K +$565K +9,880 New
AIC
184
Archer Investment Corporation
Indiana
$591K – – –
Carson Wealth (CWM LLC)
185
Carson Wealth (CWM LLC)
Nebraska
$580K +$551K +9,650 New
FUBT
186
First United Bank & Trust
Maryland
$562K -$47.1K -825 -8%
V
187
Veritable
Delaware
$558K -$4.29K -75 -0.8%
SBL
188
Sargent Bickham Lagudis
Colorado
$551K – – –
LWANC
189
Laurel Wealth Advisors (North Carolina)
North Carolina
$548K +$20K +350 +4%
BFAG
190
Blackston Financial Advisory Group
Florida
$546K +$519K +9,085 New
GPA
191
Guidance Point Advisors
Massachusetts
$539K +$28K +490 +6%
USCWA
192
U.S. Capital Wealth Advisors
Texas
$524K -$108K -1,895 -18%
RRA
193
Round Rock Advisors
Connecticut
$520K +$494K +8,650 New
HA
194
HYA Advisors
Missouri
$513K -$77.1K -1,350 -14%
MAG
195
MRA Advisory Group
New Jersey
$512K -$40.6K -710 -8%
SS
196
Sunbelt Securities
Texas
$504K +$270K +4,730 +111%
NWM
197
Nauset Wealth Management
Connecticut
$498K +$474K +8,295 New
OC
198
Oppenheimer & Co
New York
$496K -$12K -210 -2%
AMG
199
Advisors Management Group
Wisconsin
$485K – – –
HIA
200
Harbor Investment Advisory
Maryland
$484K – – –
6 7
8
9 10

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.