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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
FMWA
301
Forvis Mazars Wealth Advisors
Missouri
$319K
I
302
INVST
Indiana
$318K
LPIC
303
LeJeune Puetz Investment Counsel
Michigan
$318K +$276 +5 +0.1%
PA
304
PFG Advisors
Arizona
$317K +$40.8K +740 +15%
SG
305
Sharper & Granite
California
$316K +$308K +5,575 New
BCFS
306
Butensky & Cohen Financial Security
Florida
$314K -$59.6K -1,080 -16%
SC
307
Sierra Capital
Florida
$313K -$57.9K -1,050 -16%
WA
308
Wealth Alliance
New York
$313K +$61.5K +1,115 +25%
MWM
309
Modera Wealth Management
New Jersey
$310K
CCM
310
Colorado Capital Management
Colorado
$309K
SC
311
Savant Capital
Illinois
$308K +$525K +9,505 New
API
312
Advisor Partners II
California
$306K
TF
313
TIAA FSB
Florida
$305K
GPA
314
Garrison Point Advisors
California
$301K +$11K +200 +4%
CW
315
CreativeOne Wealth
Kansas
$299K +$17.1K +310 +6%
DWM
316
Darwin Wealth Management
Florida
$293K
NEWAS
317
N.E.W. Advisory Services
Wisconsin
$288K
KTC
318
Kistler-Tiffany Companies
Pennsylvania
$284K
BPC
319
Banque Pictet & Cie
Switzerland
$284K
CSIC
320
Clifford Swan Investment Counsel
California
$284K
MM
321
Meridian Management
Arkansas
$284K
REMPR
322
Roof Eidam Maycock Peralta (REMP)
California
$284K
KWS
323
Keystone Wealth Services
California
$283K +$2.21K +40 +0.8%
CAM
324
Cresset Asset Management
Illinois
$280K +$120K +2,175 +51%
RWA
325
Ropes Wealth Advisors
Massachusetts
$277K