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iShares US Healthcare ETF

420 hedge funds and large institutions have $1.14B invested in iShares US Healthcare ETF in 2022 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 137 increasing their positions, 105 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 105

6% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 36

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1% less funds holding

Funds holding: 423420 (-3)

2% less capital invested

Capital invested by funds: $1.16B → $1.14B (-$26.8M)

15.12% less ownership

Funds ownership: 216.27%201.15% (-15%)

Holders
420
Holders Change
-3
Holders Change %
-0.71%
% of All Funds
7.08%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
38
Increased
137
Reduced
105
Closed
36
Calls
$3.17M
Puts
Net Calls
+$3.17M
Net Calls Change
-$3.57M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
251
Cornerstone Wealth Management
Missouri
$303K +$54.9K +1,000 +22%
KWM
252
KerberRose Wealth Management
Wisconsin
$302K +$309K +5,620 New
LPIC
253
LeJeune Puetz Investment Counsel
Michigan
$301K
CRC
254
Curi RMB Capital
Illinois
$300K +$823 +15 +0.3%
IA
255
IFP Advisors
Florida
$299K
Bank Julius Baer & Co
256
Bank Julius Baer & Co
Switzerland
$297K
HGERS
257
Householder Group Estate & Retirement Specialist
Arizona
$296K +$274 +5 +0.1%
MWM
258
Modera Wealth Management
New Jersey
$294K -$1.65K -30 -0.5%
AP
259
Advisor Partners
California
$294K +$300K +5,470 New
CCM
260
Colorado Capital Management
Colorado
$293K
GPA
261
Garrison Point Advisors
California
$290K -$2.75K -50 -0.9%
AF
262
Allworth Financial
California
$289K +$14.3K +260 +5%
TF
263
TIAA FSB
Florida
$289K +$295K +5,380 New
FCI
264
Financial Counselors Inc
Kansas
$286K -$9.61K -175 -3%
WA
265
WBH Advisory
Maryland
$285K +$20.3K +370 +8%
CT
266
Caldwell Trust
Florida
$285K
AIP
267
Almanack Investment Partners
Pennsylvania
$284K
DWM
268
Darwin Wealth Management
Florida
$284K
WP
269
WealthSource Partners
California
$283K +$40.6K +740 +16%
GIA
270
Goodwin Investment Advisory
Georgia
$280K -$23.1K -420 -7%
TSWM
271
Tyler-Stone Wealth Management
Ohio
$280K +$274 +5 +0.1%
NEWAS
272
N.E.W. Advisory Services
Wisconsin
$273K -$170K -3,100 -38%
DY
273
Dowling & Yahnke
California
$269K -$10.7K -195 -4%
BRWA
274
B. Riley Wealth Advisors
Florida
$269K -$2.75K -50 -1%
CSIC
275
Clifford Swan Investment Counsel
California
$269K

IYH Hedge Fund Activity: Q2 2022 in Review

420 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q2 2022, worth a combined $1.14B — down 2.3% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new IYH positions and 36 closed out — a net gain of 2 holders — while 137 added to existing stakes and 105 trimmed.

The largest buyer was Jane Street, adding an estimated $10.5M. The largest seller was CFS Investment Advisory Services, cutting an estimated $106M.

  • 420 institutional investors held iShares US Healthcare ETF (IYH) as of Q2 2022, down from 423 in Q1 2022.
  • Funds reported $1.14B of iShares US Healthcare ETF stock for Q2 2022, down 2.3% quarter-over-quarter.
  • 38 funds opened new iShares US Healthcare ETF positions in Q2 2022 and 36 closed out, a net change of +2 holders.
  • The largest iShares US Healthcare ETF buyer in Q2 2022 was Jane Street, an estimated $10.5M added.
  • The largest iShares US Healthcare ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $106M sold.

Based on aggregated 13F filings for Q2 2022.