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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
GW
301
GW & Wade
Massachusetts
$238K +$10.8K +200 +4%
SCG
302
Sonata Capital Group
Washington
$238K +$254K +4,700 New
FLPIM
303
F.L. Putnam Investment Management
Massachusetts
$236K -$9.72K -180 -4%
Bank Julius Baer & Co
304
Bank Julius Baer & Co
Switzerland
$235K -$47.3K -875 -16%
JWA
305
JFS Wealth Advisors
Pennsylvania
$233K
IFS
306
Ifrah Financial Services
Arkansas
$233K +$270 +5 +0.1%
MA
307
Maxele Advisors
Missouri
$230K -$1.35K -25 -0.5%
BA
308
Ballew Advisors
Mississippi
$229K
NCM
309
NCM Capital Management
New Jersey
$229K +$23.8K +440 +11%
BSW
310
Buckingham Strategic Wealth
Missouri
$228K -$13.5K -250 -5%
MFGM
311
Marshall Financial Group (Maryland)
Maryland
$227K -$24K -445 -9%
LWAC
312
Laurel Wealth Advisors (California)
California
$226K +$8.1K +150 +3%
AFG
313
Arkansas Financial Group
Arkansas
$226K +$241K +4,460 New
AIA
314
Arbor Investment Advisors
North Carolina
$225K
KIA
315
KCM Investment Advisors
California
$225K
APW
316
Aurora Private Wealth
New Jersey
$224K
AWM
317
Apollon Wealth Management
South Carolina
$223K
WA
318
Wealth Alliance
New York
$222K -$2.7K -50 -1%
XSC
319
X-Square Capital
Puerto Rico
$222K
OAP
320
One Advisory Partners
Kansas
$222K +$237K +4,395 New
WA
321
WBH Advisory
Maryland
$219K -$47K -870 -17%
SFG
322
SNS Financial Group
Minnesota
$218K
CAM
323
Cresset Asset Management
Illinois
$217K
CRC
324
Curi RMB Capital
Illinois
$216K -$70.2K -1,300 -23%
LFAS
325
Level Four Advisory Services
Texas
$213K +$24.3K +450 +12%

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.