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iShares US Healthcare ETF
IYH

Overview Fund Activity

357 hedge funds and large institutions have $970M 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, 108 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
357
Holders Change
-16
Holders Change %
-4.29%
% of All Funds
6.29%
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
108
Closed
42
Calls
$682K
Puts
$328K
Net Calls
+$354K
Net Calls Change
+$89K

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$50.9M
2
Goldman Sachs
Goldman Sachs
New York
$24.2M
3
CWM
Connecticut Wealth Management
Connecticut
$8.08M
4
SPIA
Steward Partners Investment Advisory
New York
$8.02M
5
PCH
PGIM Custom Harvest
New Jersey
$5.66M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$97.2M
2
Citadel Advisors
Citadel Advisors
Florida
$325K
3
Morgan Stanley
Morgan Stanley
New York
$83.8M
4
BlackRock
BlackRock
New York
$14.7M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$3.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
201
Spire Wealth Management
Virginia
$350K +$350K +11,435 New
BP
202
BBR Partners
New York
$346K +$49.5K +980 +17%
CAGAS
203
Capital Advisory Group Advisory Services
Minnesota
$336K +$32.1K +635 +11%
PHAM
204
Palisades Hudson Asset Management
Florida
$326K +$1.01K +20 +0.3%
Citadel Advisors
205
Citadel Advisors
Florida
$325K -$11.2M -221,415 -97%
IWM
206
IHT Wealth Management
Illinois
$322K +$252 +5 +0.1%
22CM
207
20/20 Capital Management
California
$318K – – –
WEPOG
208
Wealth Enhancement & Preservation of GA
Georgia
$309K -$1.8K -35 -0.6%
FCI
209
Financial Counselors Inc
Kansas
$307K – – –
MFGM
210
Marshall Financial Group (Maryland)
Maryland
$306K -$15.9K -315 -5%
LPIC
211
LeJeune Puetz Investment Counsel
Michigan
$305K – – –
UCMOK
212
United Capital Management of KS
Kansas
$300K -$32.3K -640 -10%
EIA
213
Eldridge Investment Advisors
New Hampshire
$298K – – –
BPB
214
Badgley, Phelps & Bell
Washington
$297K – – –
SSB
215
Sandy Spring Bank
Maryland
$297K – – –
WCG
216
Weaver Consulting Group
California
$297K – – –
CRC
217
Curi RMB Capital
Illinois
$296K – – –
PP
218
Patten & Patten
Tennessee
$291K – – –
NCM
219
Narwhal Capital Management
Georgia
$290K – – –
EBT
220
Enterprise Bank & Trust
Massachusetts
$283K – – –
CAM
221
Cozad Asset Management
Illinois
$281K – – –
DY
222
Dowling & Yahnke
California
$279K – – –
FMWA
223
Forvis Mazars Wealth Advisors
Missouri
$278K – – –
PA
224
Procyon Advisors
Connecticut
$278K – – –
TRCT
225
Tower Research Capital (TRC)
New York
$276K +$235K +4,650 +578%
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