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iShares US Healthcare ETF

426 hedge funds and large institutions have $1.31B invested in iShares US Healthcare ETF in 2022 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 163 increasing their positions, 87 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

562% more call options, than puts

Call options by funds: $2.68M | Put options by funds: $405K

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

87% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 87

47% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 30

22.52% more ownership

Funds ownership: 201.15%223.67% (+23%)

15% more capital invested

Capital invested by funds: $1.14B → $1.31B (+$174M)

1% more funds holding

Funds holding: 420426 (+6)

Holders
426
Holders Change
+6
Holders Change %
+1.43%
% of All Funds
7.34%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.14%
New
44
Increased
163
Reduced
87
Closed
30
Calls
$2.68M
Puts
$405K
Net Calls
+$2.28M
Net Calls Change
-$896K
Name Holding Trade Value Shares
Change
Change in
Stake
HIA
226
Harbor Investment Advisory
Maryland
$408K
KCFA
227
Key Client Fiduciary Advisors
New Jersey
$404K +$18.4K +340 +4%
WTC
228
WhitTier Trust Company
Nevada
$398K
BPA
229
Beacon Pointe Advisors
California
$396K +$270 +5 +0.1%
MSFS
230
Main Street Financial Solutions
Pennsylvania
$396K +$199K +3,685 +89%
Baird Financial Group
231
Baird Financial Group
Wisconsin
$395K -$23K -425 -5%
NSIM
232
North Star Investment Management
Illinois
$392K
RJT
233
Raymond James Trust
Florida
$385K
WCG
234
Weaver Consulting Group
California
$385K
AGAM
235
Audent Global Asset Management
California
$381K +$31.3K +580 +8%
EIA
236
Eldridge Investment Advisors
New Hampshire
$380K
GLLW
237
Graves Light Lenhart Wealth
Virginia
$370K
HI
238
Harbour Investments
Wisconsin
$369K
KPW
239
Kore Private Wealth
New York
$361K
GFP
240
Gryphon Financial Partners
Ohio
$358K +$29.4K +545 +8%
HFA
241
High Falls Advisors
New York
$357K +$381K +7,055 New
MCM
242
Manchester Capital Management
Vermont
$354K
M&T Bank
243
M&T Bank
New York
$353K +$377K +6,970 New
TNB
244
Thomasville National Bank
Georgia
$351K
CAGAS
245
Capital Advisory Group Advisory Services
Minnesota
$347K +$10.8K +200 +3%
HWM
246
HB Wealth Management
Georgia
$343K -$65.4K -1,210 -15%
FSA
247
Fort Sheridan Advisors
Illinois
$343K +$366K +6,780 New
GWM
248
Geneos Wealth Management
Colorado
$339K -$372K -6,890 -51%
WF
249
Williams Financial
Vermont
$338K +$361K +6,680 New
KC
250
Kenfarb & Co
Kentucky
$336K

IYH Hedge Fund Activity: Q3 2022 in Review

426 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q3 2022, worth a combined $1.31B — up 15% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new IYH positions and 30 closed out — a net gain of 14 holders — while 163 added to existing stakes and 87 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $48.5M. The largest seller was Jane Street, exiting entirely with an estimated $10.7M sold.

  • 426 institutional investors held iShares US Healthcare ETF (IYH) as of Q3 2022, up from 420 in Q2 2022.
  • Funds reported $1.31B of iShares US Healthcare ETF stock for Q3 2022, up 15% quarter-over-quarter.
  • 44 funds opened new iShares US Healthcare ETF positions in Q3 2022 and 30 closed out, a net change of +14 holders.
  • The largest iShares US Healthcare ETF buyer in Q3 2022 was Envestnet Asset Management, an estimated $48.5M added.
  • The largest iShares US Healthcare ETF seller in Q3 2022 was Jane Street, an estimated $10.7M sold.

Based on aggregated 13F filings for Q3 2022.