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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
BCFS
251
Butensky & Cohen Financial Security
Florida
$334K -$58.1K -1,075 -14%
WP
252
WealthShield Partners
North Carolina
$333K +$355K +6,580 New
PWLP
253
Prio Wealth Limited Partnership
Massachusetts
$333K +$540 +10 +0.2%
SC
254
Sierra Capital
Florida
$332K
AIM
255
Athena Investment Management
California
$331K
NL
256
NWAM LLC
Washington
$329K +$352K +6,510 New
WANY
257
Wealthspire Advisors (New York)
New York
$326K -$1.89K -35 -0.5%
Bank of New York Mellon
258
Bank of New York Mellon
New York
$321K +$121K +2,245 +55%
PA
259
Procyon Advisors
Connecticut
$316K -$27K -500 -7%
EDRH
260
Edmond de Rothschild Holding
Switzerland
$313K
PHAM
261
Palisades Hudson Asset Management
Florida
$313K +$1.35K +25 +0.4%
BFEC
262
Benjamin F. Edwards & Company
Missouri
$312K +$194K +3,585 +139%
JWCA
263
J.W. Cole Advisors
Florida
$311K -$4.59K -85 -1%
Renaissance Technologies
264
Renaissance Technologies
New York
$304K +$324K +6,000 New
IA
265
IFP Advisors
Florida
$303K +$9.45K +175 +2%
BPWM
266
Badgley Phelps Wealth Managers
Washington
$297K
SSB
267
Sandy Spring Bank
Maryland
$293K -$810 -15 -0.3%
OPS
268
Orion Portfolio Solutions
Nebraska
$293K +$312K +5,780 New
AHC
269
Adell Harriman & Carpenter
Texas
$290K
I
270
INVST
Indiana
$289K
CS
271
Comerica Securities
Michigan
$288K -$106K -1,970 -26%
FMWA
272
Forvis Mazars Wealth Advisors
Missouri
$285K
LPIC
273
LeJeune Puetz Investment Counsel
Michigan
$284K
HGERS
274
Householder Group Estate & Retirement Specialist
Arizona
$279K +$810 +15 +0.3%
MWM
275
Modera Wealth Management
New Jersey
$277K

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.