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iShares US Healthcare ETF
IYH

Overview Fund Activity

366 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, 111 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+9
Holders Change %
+2.52%
% of All Funds
6.39%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
39
Increased
93
Reduced
111
Closed
25
Calls
$600K
Puts
–
Net Calls
+$600K
Net Calls Change
+$246K

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$65.3M
2
Citadel Advisors
Citadel Advisors
Florida
$9.91M
3
Morgan Stanley
Morgan Stanley
New York
$94.7M
4
Osaic Holdings
Osaic Holdings
Arizona
$28.8M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.89M

Top Sellers

1
JWM
JGP Wealth Management
Oregon
$236K
2
BlackRock
BlackRock
New York
$0
3
CWM
Connecticut Wealth Management
Connecticut
$5.7M
4
KNW
Kesler Norman & Wride
Utah
$2.38M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
EIA
201
Eldridge Investment Advisors
New Hampshire
$371K +$49.1K +900 +15%
CAGAS
202
Capital Advisory Group Advisory Services
Minnesota
$363K – – –
AHC
203
Adell Harriman & Carpenter
Texas
$354K -$112K -2,050 -24%
Koshinski Asset Management
204
Koshinski Asset Management
Illinois
$350K -$39K -715 -10%
IWM
205
IHT Wealth Management
Illinois
$344K -$4.37K -80 -1%
22CM
206
20/20 Capital Management
California
$344K – – –
WEPOG
207
Wealth Enhancement & Preservation of GA
Georgia
$344K +$15.6K +285 +5%
FHC
208
First Heartland Consultants
Missouri
$336K +$55.1K +1,010 +20%
PHAM
209
Palisades Hudson Asset Management
Florida
$333K -$19.6K -360 -6%
FCI
210
Financial Counselors Inc
Kansas
$332K – – –
LPIC
211
LeJeune Puetz Investment Counsel
Michigan
$330K – – –
IA
212
IFP Advisors
Florida
$328K +$97.9K +1,770 +43%
CS
213
Comerica Securities
Michigan
$324K -$68.4K -1,255 -17%
WI
214
WBI Investments
New Jersey
$323K +$323K +5,915 New
CRC
215
Curi RMB Capital
Illinois
$322K +$1.37K +25 +0.4%
BPB
216
Badgley, Phelps & Bell
Washington
$321K – – –
SSB
217
Sandy Spring Bank
Maryland
$321K – – –
MFGM
218
Marshall Financial Group (Maryland)
Maryland
$318K -$13.1K -240 -4%
NCM
219
Narwhal Capital Management
Georgia
$314K – – –
PA
220
PFG Advisors
Arizona
$311K -$117K -2,150 -27%
DAM
221
Derbend Asset Management
Georgia
$307K +$307K +5,620 New
EBT
222
Enterprise Bank & Trust
Massachusetts
$306K – – –
PP
223
Patten & Patten
Tennessee
$303K -$12.3K -225 -4%
MWM
224
Modera Wealth Management
New Jersey
$300K -$116K -2,130 -28%
FMWA
225
Forvis Mazars Wealth Advisors
Missouri
$300K – – –
7 8
9
10 11