iShares US Healthcare ETF
369 hedge funds and large institutions have $1.01B invested in iShares US Healthcare ETF in 2021 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 93 increasing their positions, 112 reducing their positions, and 25 closing their positions.
56% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 25
3% more funds holding
Funds holding: 360 → 369 (+9)
4% more capital invested
Capital invested by funds: $972M → $1.01B (+$35.6M)
4.82% less ownership
Funds ownership: 194.85% → 190.03% (-4.8%)
17% less repeat investments, than reductions
Existing positions increased: 93 | Existing positions reduced: 112
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$9.8M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$9.27M |
| 3 |
Morgan Stanley
New York
|
+$4.02M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.24M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JWM
JGP Wealth Management
Bend,
Oregon
|
-$15.1M |
| 2 |
BlackRock
New York
|
-$14.7M |
| 3 |
CWM
Connecticut Wealth Management
Farmington,
Connecticut
|
-$11.1M |
| 4 |
KNW
Kesler Norman & Wride
Ogden,
Utah
|
-$5.2M |
| 5 |
JP Morgan Chase
New York
|
-$5.19M |
IYH Hedge Fund Activity: Q2 2021 in Review
369 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q2 2021, worth a combined $1.01B — up 3.7% from $972M a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new IYH positions and 25 closed out — a net gain of 14 holders — while 93 added to existing stakes and 112 trimmed.
The largest buyer was Bank of Montreal, adding an estimated $9.8M. The largest seller was JGP Wealth Management, cutting an estimated $15.1M.
- 369 institutional investors held iShares US Healthcare ETF (IYH) as of Q2 2021, up from 360 in Q1 2021.
- Funds reported $1.01B of iShares US Healthcare ETF stock for Q2 2021, up 3.7% quarter-over-quarter.
- 39 funds opened new iShares US Healthcare ETF positions in Q2 2021 and 25 closed out, a net change of +14 holders.
- The largest iShares US Healthcare ETF buyer in Q2 2021 was Bank of Montreal, an estimated $9.8M added.
- The largest iShares US Healthcare ETF seller in Q2 2021 was JGP Wealth Management, an estimated $15.1M sold.
Based on aggregated 13F filings for Q2 2021.