iShares US Healthcare ETF
360 hedge funds and large institutions have $971M 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, 110 reducing their positions, and 42 closing their positions.
108% more call options, than puts
Call options by funds: $682K | Put options by funds: $328K
4% less capital invested
Capital invested by funds: $1.01B → $971M (-$41.1M)
4% less funds holding
Funds holding: 376 → 360 (-16)
6.89% less ownership
Funds ownership: 201.64% → 194.76% (-6.9%)
16% less repeat investments, than reductions
Existing positions increased: 92 | Existing positions reduced: 110
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
29% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 42
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$49.3M |
| 2 |
CWM
Connecticut Wealth Management
Farmington,
Connecticut
|
+$9.86M |
| 3 |
Goldman Sachs
New York
|
+$6.41M |
| 4 |
SPIA
Steward Partners Investment Advisory
New York
|
+$4.4M |
| 5 |
PCH
PGIM Custom Harvest
Newark,
New Jersey
|
+$3.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$70.9M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$11.1M |
| 3 |
Morgan Stanley
New York
|
-$7.6M |
| 4 |
BlackRock
New York
|
-$7.36M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$7.07M |
IYH Hedge Fund Activity: Q1 2021 in Review
360 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q1 2021, worth a combined $971M — down 4.1% from $1.01B a quarter earlier.
Sellers outnumbered buyers: 42 funds closed out of IYH and 30 opened new positions — a net loss of 12 holders — while 110 trimmed existing stakes and 92 added.
The largest buyer was Bank of Montreal, adding an estimated $49.3M. The largest seller was Bank of America, cutting an estimated $70.9M.
- 360 institutional investors held iShares US Healthcare ETF (IYH) as of Q1 2021, down from 376 in Q4 2020.
- Funds reported $971M of iShares US Healthcare ETF stock for Q1 2021, down 4.1% quarter-over-quarter.
- 30 funds opened new iShares US Healthcare ETF positions in Q1 2021 and 42 closed out, a net change of -12 holders.
- The largest iShares US Healthcare ETF buyer in Q1 2021 was Bank of Montreal, an estimated $49.3M added.
- The largest iShares US Healthcare ETF seller in Q1 2021 was Bank of America, an estimated $70.9M sold.
Based on aggregated 13F filings for Q1 2021.