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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
CCM
276
Colorado Capital Management
Colorado
$276K
API
277
Advisor Partners II
California
$273K +$292K +5,400 New
TF
278
TIAA FSB
Florida
$272K
DWM
279
Darwin Wealth Management
Florida
$271K
FCI
280
Financial Counselors Inc
Kansas
$269K
FLA
281
Financial Life Advisors
Texas
$268K +$287K +5,305 New
CT
282
Caldwell Trust
Florida
$268K
TSWM
283
Tyler-Stone Wealth Management
Ohio
$264K +$810 +15 +0.3%
GPA
284
Garrison Point Advisors
California
$258K -$16.2K -300 -6%
NEWAS
285
N.E.W. Advisory Services
Wisconsin
$257K
KTC
286
Kistler-Tiffany Companies
Pennsylvania
$254K
CPIG
287
Chicago Partners Investment Group
Illinois
$254K +$26.5K +490 +12%
BPC
288
Banque Pictet & Cie
Switzerland
$253K
CSIC
289
Clifford Swan Investment Counsel
California
$253K
MM
290
Meridian Management
Arkansas
$253K
REMPR
291
Roof Eidam Maycock Peralta (REMP)
California
$253K
KWS
292
Keystone Wealth Services
California
$250K +$267K +4,940 New
CW
293
CreativeOne Wealth
Kansas
$250K +$268K +4,955 New
AIP
294
Almanack Investment Partners
Pennsylvania
$248K -$20.8K -385 -7%
DY
295
Dowling & Yahnke
California
$247K -$7.02K -130 -3%
RW
296
REDW Wealth
New Mexico
$247K
RWA
297
Ropes Wealth Advisors
Massachusetts
$247K
PA
298
PFG Advisors
Arizona
$246K +$262K +4,855 New
FA
299
Flagstar Advisors
New York
$243K +$810 +15 +0.3%
AF
300
Allworth Financial
California
$242K -$31.1K -575 -11%

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.