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iShares US Healthcare ETF

420 hedge funds and large institutions have $1.14B invested in iShares US Healthcare ETF in 2022 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 137 increasing their positions, 105 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 105

6% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 36

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1% less funds holding

Funds holding: 423420 (-3)

2% less capital invested

Capital invested by funds: $1.16B → $1.14B (-$26.8M)

15.12% less ownership

Funds ownership: 216.27%201.15% (-15%)

Holders
420
Holders Change
-3
Holders Change %
-0.71%
% of All Funds
7.08%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
38
Increased
137
Reduced
105
Closed
36
Calls
$3.17M
Puts
Net Calls
+$3.17M
Net Calls Change
-$3.57M
Name Holding Trade Value Shares
Change
Change in
Stake
HDIM
326
Hanson & Doremus Investment Management
Vermont
$176K
EWA
327
EP Wealth Advisors
California
$161K -$19.2K -350 -10%
FHA
328
First Horizon Advisors
Tennessee
$160K +$88.4K +1,610 +118%
Bessemer Group
329
Bessemer Group
New Jersey
$146K -$39.5K -720 -21%
MPWT
330
MassMutual Private Wealth & Trust
Connecticut
$141K
BFEC
331
Benjamin F. Edwards & Company
Missouri
$139K
BNP Paribas Financial Markets
332
BNP Paribas Financial Markets
France
$137K +$51.1K +930 +58%
DSC
333
Duncker Streett & Co
Missouri
$135K
GWSG
334
GPS Wealth Strategies Group
Colorado
$133K +$31.6K +575 +30%
RA
335
Rise Advisors
New York
$130K +$549 +10 +0.4%
TWM
336
Tradition Wealth Management
Minnesota
$126K
SMA
337
Sage Mountain Advisors
Georgia
$124K
BWA
338
BDO Wealth Advisors
Florida
$121K
CWM
339
Cranbrook Wealth Management
Michigan
$115K
WOSD
340
WFA of San Diego
California
$108K +$110K +2,000 New
MRCM
341
M&R Capital Management
New Jersey
$107K
LWP
342
Lumature Wealth Partners
Georgia
$102K
MIM
343
MTM Investment Management
South Carolina
$97K
VVP
344
Venture Visionary Partners
Ohio
$92.8K +$94.7K +1,725 New
S
345
SignatureFD
Georgia
$92K
AA
346
AlphaMark Advisors
Kentucky
$90K -$13.7K -250 -13%
OIA
347
Optimum Investment Advisors
Illinois
$90K
Franklin Resources
348
Franklin Resources
California
$90K +$23.3K +425 +34%
OPW
349
Oxler Private Wealth
New York
$88.1K +$89.8K +1,635 New
SWM
350
Sugarloaf Wealth Management
Georgia
$83K

IYH Hedge Fund Activity: Q2 2022 in Review

420 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q2 2022, worth a combined $1.14B — down 2.3% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new IYH positions and 36 closed out — a net gain of 2 holders — while 137 added to existing stakes and 105 trimmed.

The largest buyer was Jane Street, adding an estimated $10.5M. The largest seller was CFS Investment Advisory Services, cutting an estimated $106M.

  • 420 institutional investors held iShares US Healthcare ETF (IYH) as of Q2 2022, down from 423 in Q1 2022.
  • Funds reported $1.14B of iShares US Healthcare ETF stock for Q2 2022, down 2.3% quarter-over-quarter.
  • 38 funds opened new iShares US Healthcare ETF positions in Q2 2022 and 36 closed out, a net change of +2 holders.
  • The largest iShares US Healthcare ETF buyer in Q2 2022 was Jane Street, an estimated $10.5M added.
  • The largest iShares US Healthcare ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $106M sold.

Based on aggregated 13F filings for Q2 2022.