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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
CFD
326
Creative Financial Designs
Indiana
$191K +$558 +10 +0.3%
HDIM
327
Hanson & Doremus Investment Management
Vermont
$189K
PA
328
Parallel Advisors
California
$172K -$12K -215 -7%
MPWT
329
MassMutual Private Wealth & Trust
Connecticut
$152K
TIM
330
Tevis Investment Management
Texas
$151K +$146K +2,615 New
BFEC
331
Benjamin F. Edwards & Company
Missouri
$149K -$22.9K -410 -14%
DSC
332
Duncker Streett & Co
Missouri
$145K -$35.7K -640 -20%
RA
333
Rise Advisors
New York
$139K +$14.2K +255 +12%
TWM
334
Tradition Wealth Management
Minnesota
$136K
SMA
335
Sage Mountain Advisors
Georgia
$133K
BWA
336
BDO Wealth Advisors
Florida
$130K
CWM
337
Cranbrook Wealth Management
Michigan
$123K
MRCM
338
M&R Capital Management
New Jersey
$115K
AA
339
AlphaMark Advisors
Kentucky
$111K -$40.5K -725 -27%
LWP
340
Lumature Wealth Partners
Georgia
$110K +$16.7K +300 +19%
GWSG
341
GPS Wealth Strategies Group
Colorado
$109K +$106K +1,890 New
MIM
342
MTM Investment Management
South Carolina
$103K
S
343
SignatureFD
Georgia
$98K
OIA
344
Optimum Investment Advisors
Illinois
$96K
BNP Paribas Financial Markets
345
BNP Paribas Financial Markets
France
$93K +$83.7K +1,500 +1,364%
SWM
346
Sugarloaf Wealth Management
Georgia
$90K
FHA
347
First Horizon Advisors
Tennessee
$79K -$94.6K -1,695 -55%
BFC
348
Bedel Financial Consulting
Indiana
$77K
TPCW
349
TD Private Client Wealth
New York
$72.2K
AC
350
AlphaCore Capital
California
$72K

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.