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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
CT
251
Caldwell Trust
Florida
$306K
AIP
252
Almanack Investment Partners
Pennsylvania
$305K
DY
253
Dowling & Yahnke
California
$300K
TSWM
254
Tyler-Stone Wealth Management
Ohio
$300K +$558 +10 +0.2%
PSUF
255
People's United Financial
Connecticut
$299K
IA
256
IFP Advisors
Florida
$299K +$244K +4,365 +83%
I
257
INVST
Indiana
$299K +$317K +5,685 New
DWM
258
Darwin Wealth Management
Florida
$298K
AF
259
Allworth Financial
California
$295K +$1.4K +25 +0.5%
BRWA
260
B. Riley Wealth Advisors
Florida
$292K -$155K -2,780 -36%
VC
261
Veracity Capital
Georgia
$292K -$136K -2,440 -33%
OPS
262
Orion Portfolio Solutions
Nebraska
$290K -$20.4K -365 -7%
BPC
263
Banque Pictet & Cie
Switzerland
$289K -$307K -5,500 -52%
CSIC
264
Clifford Swan Investment Counsel
California
$289K
KTC
265
Kistler-Tiffany Companies
Pennsylvania
$289K
MM
266
Meridian Management
Arkansas
$289K
REMPR
267
Roof Eidam Maycock Peralta (REMP)
California
$289K
PWM
268
Perigon Wealth Management
California
$285K
RW
269
REDW Wealth
New Mexico
$282K
RWA
270
Ropes Wealth Advisors
Massachusetts
$282K
AIA
271
Arbor Investment Advisors
North Carolina
$278K +$9.77K +175 +4%
FA
272
Flagstar Advisors
New York
$275K +$266K +4,760 New
BSW
273
Buckingham Strategic Wealth
Missouri
$274K
WA
274
WBH Advisory
Maryland
$270K +$270K +4,835 New
IFS
275
Ifrah Financial Services
Arkansas
$268K +$558 +10 +0.2%

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.