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iShares US Healthcare ETF

488 hedge funds and large institutions have $1.56B invested in iShares US Healthcare ETF in 2022 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 165 increasing their positions, 105 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more call options, than puts

Call options by funds: $1.99M | Put options by funds: $284K

308% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 24

57% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 105

19% more capital invested

Capital invested by funds: $1.31B → $1.56B (+$245M)

15% more funds holding

Funds holding: 426488 (+62)

10.61% more ownership

Funds ownership: 223.67%234.28% (+11%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
488
Holders Change
+62
Holders Change %
+14.55%
% of All Funds
7.84%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
98
Increased
165
Reduced
105
Closed
24
Calls
$1.99M
Puts
$284K
Net Calls
+$1.7M
Net Calls Change
-$574K
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
276
HB Wealth Management
Georgia
$385K
OPS
277
Orion Portfolio Solutions
Nebraska
$383K +$53.5K +970 +17%
HI
278
Harbour Investments
Wisconsin
$382K -$7.17K -130 -2%
GWM
279
Geneos Wealth Management
Colorado
$381K
Belvedere Trading
280
Belvedere Trading
Illinois
$379K +$368K +6,675 New
Bank of New York Mellon
281
Bank of New York Mellon
New York
$379K +$18.2K +330 +5%
WP
282
WealthShield Partners
North Carolina
$378K +$4.97K +90 +1%
LC
283
LCNB Corp
Ohio
$376K +$366K +6,625 New
AIM
284
Athena Investment Management
California
$372K
AGAM
285
Audent Global Asset Management
California
$371K -$54.9K -995 -13%
PWP
286
Principle Wealth Partners
Connecticut
$371K
KC
287
Kenfarb & Co
Kentucky
$367K -$9.66K -175 -3%
WANY
288
Wealthspire Advisors (New York)
New York
$366K +$828 +15 +0.2%
PA
289
Procyon Advisors
Connecticut
$355K
JWCA
290
J.W. Cole Advisors
Florida
$354K +$4.69K +85 +1%
BFEC
291
Benjamin F. Edwards & Company
Missouri
$354K +$3.86K +70 +1%
KIA
292
KCM Investment Advisors
California
$353K +$98K +1,775 +40%
PHAM
293
Palisades Hudson Asset Management
Florida
$352K +$828 +15 +0.2%
GIA
294
Goodwin Investment Advisory
Georgia
$343K -$3.98M -72,040 -92%
EDRH
295
Edmond de Rothschild Holding
Switzerland
$336K -$13.8K -250 -4%
BPWM
296
Badgley Phelps Wealth Managers
Washington
$333K
SB
297
Strategic Blueprint
Georgia
$327K +$318K +5,755 New
SSB
298
Sandy Spring Bank
Maryland
$325K -$2.76K -50 -0.9%
AHC
299
Adell Harriman & Carpenter
Texas
$325K
TSWM
300
Tyler-Stone Wealth Management
Ohio
$324K +$27.6K +500 +10%