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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
PP
326
Patten & Patten
Tennessee
$211K
KPWS
327
Kestra Private Wealth Services
Texas
$206K +$540 +10 +0.2%
PBC
328
Pavion Blue Capital
California
$205K
TFF
329
The Family Firm
Maryland
$205K
BHB
330
Bank Hapoalim BM
Israel
$204K -$2.97K -55 -1%
CMI
331
Clare Market Investments
Texas
$202K +$216K +4,000 New
TAM
332
Trillium Asset Management
Massachusetts
$202K
CCA
333
Column Capital Advisors
Indiana
$180K
BWA
334
BDO Wealth Advisors
Florida
$177K +$67.5K +1,250 +56%
Loomis, Sayles & Company
335
Loomis, Sayles & Company
Massachusetts
$173K +$185K +3,420 New
FRA
336
Front Row Advisors
California
$169K
PMFA
337
Plante Moran Financial Advisors
Michigan
$169K
CFD
338
Creative Financial Designs
Indiana
$168K +$810 +15 +0.5%
HDIM
339
Hanson & Doremus Investment Management
Vermont
$165K
OPW
340
Oxler Private Wealth
New York
$164K +$194K +3,585 +219%
Bessemer Group
341
Bessemer Group
New Jersey
$138K
PA
342
Parallel Advisors
California
$129K +$99.9K +1,850 +262%
MPWT
343
MassMutual Private Wealth & Trust
Connecticut
$127K -$7.02K -130 -5%
RA
344
Rise Advisors
New York
$123K +$540 +10 +0.4%
TWM
345
Tradition Wealth Management
Minnesota
$119K
SMA
346
Sage Mountain Advisors
Georgia
$116K
GWSG
347
GPS Wealth Strategies Group
Colorado
$112K -$13.5K -250 -10%
DSC
348
Duncker Streett & Co
Missouri
$111K -$17K -315 -13%
CF
349
Centaurus Financial
California
$109K -$505K -9,350 -81%
CWM
350
Cranbrook Wealth Management
Michigan
$108K

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.