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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
CWM
276
Cornerstone Wealth Management
Missouri
$267K +$2.51K +45 +1%
FLPIM
277
F.L. Putnam Investment Management
Massachusetts
$265K
MA
278
Maxele Advisors
Missouri
$264K -$16.7K -300 -6%
MFGM
279
Marshall Financial Group (Maryland)
Maryland
$264K +$25.1K +450 +11%
BA
280
Ballew Advisors
Mississippi
$264K +$251K +4,500 New
LWAC
281
Laurel Wealth Advisors (California)
California
$263K -$837 -15 -0.3%
WP
282
WealthSource Partners
California
$262K +$253K +4,530 New
JWCA
283
J.W. Cole Advisors
Florida
$261K -$436K -7,805 -63%
KIA
284
KCM Investment Advisors
California
$257K +$34.3K +615 +16%
LFAS
285
Level Four Advisory Services
Texas
$256K -$53K -950 -18%
AWM
286
Apollon Wealth Management
South Carolina
$255K -$69.8K -1,250 -22%
APW
287
Aurora Private Wealth
New Jersey
$255K +$279 +5 +0.1%
XSC
288
X-Square Capital
Puerto Rico
$253K +$279 +5 +0.1%
NCM
289
NCM Capital Management
New Jersey
$251K +$242K +4,340 New
SFG
290
SNS Financial Group
Minnesota
$248K
GW
291
GW & Wade
Massachusetts
$245K
PP
292
Patten & Patten
Tennessee
$241K
TAM
293
Trillium Asset Management
Massachusetts
$241K
LA
294
Latitude Advisors
Florida
$239K +$231K +4,135 New
BHB
295
Bank Hapoalim BM
Israel
$236K -$5.58K -100 -2%
PBC
296
Pavion Blue Capital
California
$234K
TFF
297
The Family Firm
Maryland
$234K +$558 +10 +0.2%
KPWS
298
Kestra Private Wealth Services
Texas
$234K +$226K +4,055 New
UCMOK
299
United Capital Management of KS
Kansas
$230K -$40.8K -730 -15%
OWA
300
Outlook Wealth Advisors
Texas
$229K -$11.2K -200 -5%

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.