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iShares US Healthcare ETF

427 hedge funds and large institutions have $1.39B invested in iShares US Healthcare ETF in 2021 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 127 increasing their positions, 102 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

246% more call options, than puts

Call options by funds: $1.71M | Put options by funds: $495K

235% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 23

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

25% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 102

14.82% more ownership

Funds ownership: 215.61%230.43% (+15%)

12% more funds holding

Funds holding: 382427 (+45)

10% more capital invested

Capital invested by funds: $1.27B → $1.39B (+$128M)

Holders
427
Holders Change
+45
Holders Change %
+11.78%
% of All Funds
6.57%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
77
Increased
127
Reduced
102
Closed
23
Calls
$1.71M
Puts
$495K
Net Calls
+$1.22M
Net Calls Change
+$969K
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
1
Prudential Financial
New Jersey
$203M +$194M +3,386,510 New
Bank of America
2
Bank of America
North Carolina
$126M -$13.8M -241,800 -10%
Morgan Stanley
3
Morgan Stanley
New York
$114M +$12.5M +218,240 +13%
UBS Group
4
UBS Group
Switzerland
$82.1M +$835K +14,620 +1%
LPL Financial
5
LPL Financial
California
$68.7M +$2.3M +40,190 +4%
Wells Fargo
6
Wells Fargo
California
$66.7M -$2.72M -47,685 -4%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$59.1M -$4.23M -74,055 -7%
Goldman Sachs
8
Goldman Sachs
New York
$43.8M +$13.5M +236,130 +48%
Osaic Holdings
9
Osaic Holdings
Arizona
$31M -$1.52M -26,645 -5%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$26.9M +$114K +2,000 +0.4%
RJA
11
Raymond James & Associates
Florida
$25.3M +$5.17M +90,545 +27%
HighTower Advisors
12
HighTower Advisors
Illinois
$23.2M +$11.1M +193,485 +100%
OC
13
Oakworth Capital
Alabama
$23.2M +$463K +8,100 +2%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$21.2M +$138K +2,415 +0.7%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$18.9M +$80.9K +1,415 +0.5%
CCM
16
Consolidated Capital Management
California
$13.1M +$65.1K +1,140 +0.5%
BCM
17
Brookstone Capital Management
Illinois
$12.8M +$1.77M +31,030 +16%
Ameriprise
18
Ameriprise
Minnesota
$12.6M +$379K +6,625 +3%
UCFA
19
United Capital Financial Advisors
Texas
$12.4M +$310K +5,425 +3%
SFG
20
Sowa Financial Group
Rhode Island
$9.91M +$174K +3,050 +2%
SPIA
21
Steward Partners Investment Advisory
New York
$9.61M +$466K +8,155 +5%
MCM
22
Murphy Capital Management
New Jersey
$9.35M -$88K -1,540 -1%
AGAM
23
Audent Global Asset Management
California
$9.18M +$8.73M +152,830 New
GLA
24
Great Lakes Advisors
Illinois
$8.01M +$38K +665 +0.5%
Stifel Financial
25
Stifel Financial
Missouri
$7.4M +$3.97M +69,555 +130%

IYH Hedge Fund Activity: Q4 2021 in Review

427 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q4 2021, worth a combined $1.39B — up 10% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new IYH positions and 23 closed out — a net gain of 54 holders — while 127 added to existing stakes and 102 trimmed.

The largest buyer was Prudential Financial, opening a new position worth an estimated $194M. The largest seller was Bank of Montreal, cutting an estimated $67.9M.

  • 427 institutional investors held iShares US Healthcare ETF (IYH) as of Q4 2021, up from 382 in Q3 2021.
  • Funds reported $1.39B of iShares US Healthcare ETF stock for Q4 2021, up 10% quarter-over-quarter.
  • 77 funds opened new iShares US Healthcare ETF positions in Q4 2021 and 23 closed out, a net change of +54 holders.
  • The largest iShares US Healthcare ETF buyer in Q4 2021 was Prudential Financial, an estimated $194M added.
  • The largest iShares US Healthcare ETF seller in Q4 2021 was Bank of Montreal, an estimated $67.9M sold.

Based on aggregated 13F filings for Q4 2021.