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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
JE
301
JMAC Enterprises
Pennsylvania
$225K +$218K +3,900 New
SWM
302
SeaCrest Wealth Management
New York
$224K +$216K +3,875 New
OAP
303
One Advisory Partners
Kansas
$222K +$214K +3,835 New
SFS
304
Summit Financial Strategies
Ohio
$221K -$60.6K -1,085 -22%
IWA
305
IBEX Wealth Advisors
New Jersey
$221K -$14K -250 -6%
CPIG
306
Chicago Partners Investment Group
Illinois
$221K +$279 +5 +0.1%
HTC
307
Haverford Trust Company
Pennsylvania
$220K
BBNA
308
Bremer Bank National Association
Minnesota
$219K -$3.35K -60 -2%
NCM
309
Narwhal Capital Management
Georgia
$217K
Citadel Advisors
310
Citadel Advisors
Florida
$216K -$4.68M -83,820 -96%
AWA
311
Acorn Wealth Advisors
Michigan
$215K -$23.4K -420 -10%
JWA
312
JFS Wealth Advisors
Pennsylvania
$215K
KWM
313
Kaydan Wealth Management
Michigan
$213K -$19.5K -350 -9%
RWA
314
Redmont Wealth Advisors
Illinois
$211K +$204K +3,650 New
TRCT
315
Tower Research Capital (TRC)
New York
$209K -$70.3K -1,260 -26%
OAM
316
Occidental Asset Management
California
$208K -$84.9K -1,520 -30%
PGFC
317
Peapack-Gladstone Financial Corp
New Jersey
$207K
CCA
318
Column Capital Advisors
Indiana
$205K
ANTB
319
AMG National Trust Bank
Colorado
$202K
ASGS
320
Alpha Square Group S
New York
$202K +$195K +3,490 New
BCP
321
Berkeley Capital Partners
Georgia
$202K +$195K +3,500 New
Bessemer Group
322
Bessemer Group
New Jersey
$199K -$224K -4,020 -54%
FRA
323
Front Row Advisors
California
$193K
PMFA
324
Plante Moran Financial Advisors
Michigan
$193K
EWA
325
EP Wealth Advisors
California
$193K +$187K +3,350 New

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.