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iShares US Healthcare ETF

382 hedge funds and large institutions have $1.27B invested in iShares US Healthcare ETF in 2021 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 109 increasing their positions, 98 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 21

53% more call options, than puts

Call options by funds: $717K | Put options by funds: $469K

26% more capital invested

Capital invested by funds: $1.01B → $1.27B (+$258M)

25.58% more ownership

Funds ownership: 190.03%215.61% (+26%)

11% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 98

4% more funds holding

Funds holding: 369382 (+13)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
382
Holders Change
+13
Holders Change %
+3.52%
% of All Funds
6.69%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
43
Increased
109
Reduced
98
Closed
21
Calls
$717K
Puts
$469K
Net Calls
+$248K
Net Calls Change
-$352K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$129M +$27.2M +475,765 +25%
Morgan Stanley
2
Morgan Stanley
New York
$92.8M -$3.09M -53,945 -3%
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$90.3M +$93.6M +1,636,635 New
UBS Group
4
UBS Group
Switzerland
$74.6M +$12.1M +212,155 +19%
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$74.5M +$5.43M +94,895 +8%
Wells Fargo
6
Wells Fargo
California
$63.9M +$3.19M +55,840 +5%
LPL Financial
7
LPL Financial
California
$60.9M +$4.55M +79,625 +8%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$58.4M +$11.6M +203,090 +24%
Schroder Investment Management Group
9
Schroder Investment Management Group
United Kingdom
$51.4M +$53.3M +931,725 New
Osaic Holdings
10
Osaic Holdings
Arizona
$30M +$896K +15,665 +3%
Goldman Sachs
11
Goldman Sachs
New York
$27.2M +$2.75M +48,140 +11%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$24.6M +$990K +17,305 +4%
OC
13
Oakworth Capital
Alabama
$20.9M -$1.44M -25,210 -6%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$19.3M -$688K -12,035 -3%
RJA
15
Raymond James & Associates
Florida
$18.2M +$147K +2,565 +0.8%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$17.3M +$514K +8,980 +3%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$13.8M +$11.2M +196,555 +371%
CCM
18
Consolidated Capital Management
California
$12M +$32.3K +565 +0.3%
Ameriprise
19
Ameriprise
Minnesota
$11.2M +$472K +8,250 +4%
UCFA
20
United Capital Financial Advisors
Texas
$11.1M -$26K -455 -0.2%
PCH
21
PGIM Custom Harvest
New Jersey
$10.9M +$4.41M +77,090 +64%
HighTower Advisors
22
HighTower Advisors
Illinois
$10.6M +$527K +9,210 +5%
BCM
23
Brookstone Capital Management
Illinois
$10.6M +$11.1M +193,840 New
AC
24
Alexandria Capital
Virginia
$10.4M +$192K +3,350 +2%
SFG
25
Sowa Financial Group
Rhode Island
$8.94M +$237K +4,145 +3%

IYH Hedge Fund Activity: Q3 2021 in Review

382 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q3 2021, worth a combined $1.27B — up 26% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new IYH positions and 21 closed out — a net gain of 22 holders — while 109 added to existing stakes and 98 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), opening a new position worth an estimated $93.6M. The largest seller was Citadel Advisors, cutting an estimated $8.38M.

  • 382 institutional investors held iShares US Healthcare ETF (IYH) as of Q3 2021, up from 369 in Q2 2021.
  • Funds reported $1.27B of iShares US Healthcare ETF stock for Q3 2021, up 26% quarter-over-quarter.
  • 43 funds opened new iShares US Healthcare ETF positions in Q3 2021 and 21 closed out, a net change of +22 holders.
  • The largest iShares US Healthcare ETF buyer in Q3 2021 was Manulife (Manufacturers Life Insurance), an estimated $93.6M added.
  • The largest iShares US Healthcare ETF seller in Q3 2021 was Citadel Advisors, an estimated $8.38M sold.

Based on aggregated 13F filings for Q3 2021.