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iShares US Healthcare ETF

423 hedge funds and large institutions have $1.16B invested in iShares US Healthcare ETF in 2022 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 125 increasing their positions, 120 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,459% more call options, than puts

Call options by funds: $7.2M | Put options by funds: $462K

4% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 120

2% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 44

1% less funds holding

Funds holding: 427423 (-4)

14.16% less ownership

Funds ownership: 230.43%216.27% (-14%)

16% less capital invested

Capital invested by funds: $1.39B → $1.16B (-$229M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
423
Holders Change
-4
Holders Change %
-0.94%
% of All Funds
6.67%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
45
Increased
125
Reduced
120
Closed
44
Calls
$7.2M
Puts
$462K
Net Calls
+$6.74M
Net Calls Change
+$5.52M
Name Holding Trade Value Shares
Change
Change in
Stake
KC
226
Kenfarb & Co
Kentucky
$383K -$6.42K -115 -2%
KCFA
227
Key Client Fiduciary Advisors
New Jersey
$381K +$17.9K +320 +5%
GFP
228
Gryphon Financial Partners
Ohio
$380K
SC
229
Sierra Capital
Florida
$379K +$308K +5,515 +525%
PWLP
230
Prio Wealth Limited Partnership
Massachusetts
$376K +$364K +6,515 New
AHC
231
Adell Harriman & Carpenter
Texas
$360K
PHAM
232
Palisades Hudson Asset Management
Florida
$356K +$837 +15 +0.2%
PPA
233
Parametric Portfolio Associates
Washington
$353K +$341K +6,105 New
BPWM
234
Badgley Phelps Wealth Managers
Washington
$339K
ECM
235
ExodusPoint Capital Management
New York
$338K +$327K +5,850 New
WA
236
Wealth Alliance
New York
$338K +$327K +5,850 New
SSB
237
Sandy Spring Bank
Maryland
$335K -$4.75K -85 -1%
DAM
238
Derbend Asset Management
Georgia
$333K
Qube Research & Technologies (QRT)
239
Qube Research & Technologies (QRT)
United Kingdom
$330K -$3.15M -56,455 -91%
GIA
240
Goodwin Investment Advisory
Georgia
$326K +$314K +5,630 New
FMWA
241
Forvis Mazars Wealth Advisors
Missouri
$325K
LPIC
242
LeJeune Puetz Investment Counsel
Michigan
$323K -$20.9K -375 -6%
CRC
243
Curi RMB Capital
Illinois
$321K -$20.4K -365 -6%
OMC
244
Old Mission Capital
Illinois
$321K +$311K +5,565 New
Bank Julius Baer & Co
245
Bank Julius Baer & Co
Switzerland
$319K -$282K -5,045 -48%
HGERS
246
Householder Group Estate & Retirement Specialist
Arizona
$318K +$837 +15 +0.3%
MWM
247
Modera Wealth Management
New Jersey
$318K +$1.68K +30 +0.5%
FCI
248
Financial Counselors Inc
Kansas
$318K +$9.77K +175 +3%
CCM
249
Colorado Capital Management
Colorado
$315K
GPA
250
Garrison Point Advisors
California
$315K

IYH Hedge Fund Activity: Q1 2022 in Review

423 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q1 2022, worth a combined $1.16B — down 16% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new IYH positions and 44 closed out — a net gain of 1 holder — while 125 added to existing stakes and 120 trimmed.

The largest buyer was CFS Investment Advisory Services, adding an estimated $108M. The largest seller was Prudential Financial, cutting an estimated $179M.

  • 423 institutional investors held iShares US Healthcare ETF (IYH) as of Q1 2022, down from 427 in Q4 2021.
  • Funds reported $1.16B of iShares US Healthcare ETF stock for Q1 2022, down 16% quarter-over-quarter.
  • 45 funds opened new iShares US Healthcare ETF positions in Q1 2022 and 44 closed out, a net change of +1 holder.
  • The largest iShares US Healthcare ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $108M added.
  • The largest iShares US Healthcare ETF seller in Q1 2022 was Prudential Financial, an estimated $179M sold.

Based on aggregated 13F filings for Q1 2022.