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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
RW
326
REDW Wealth
New Mexico
$277K
LFAS
327
Level Four Advisory Services
Texas
$275K +$35.3K +640 +15%
FA
328
Flagstar Advisors
New York
$273K +$1.1K +20 +0.4%
CT
329
Caldwell Trust
Florida
$272K -$27.6K -500 -9%
GW
330
GW & Wade
Massachusetts
$267K
SCG
331
Sonata Capital Group
Washington
$267K
LWAC
332
Laurel Wealth Advisors (California)
California
$261K +$7.45K +135 +3%
NCM
333
NCM Capital Management
New Jersey
$260K +$2.76K +50 +1%
CPIG
334
Chicago Partners Investment Group
Illinois
$259K +$276 +5 +0.1%
BSW
335
Buckingham Strategic Wealth
Missouri
$258K +$2.21K +40 +0.9%
CIG
336
Cascade Investment Group
Colorado
$255K +$248K +4,500 New
FCI
337
Financial Counselors Inc
Kansas
$253K -$48.3K -875 -16%
APW
338
Aurora Private Wealth
New Jersey
$252K +$1.1K +20 +0.5%
FLPIM
339
F.L. Putnam Investment Management
Massachusetts
$250K -$14.1K -255 -5%
XSC
340
X-Square Capital
Puerto Rico
$249K +$552 +10 +0.2%
SFG
341
SNS Financial Group
Minnesota
$244K
MFA
342
Mayflower Financial Advisors
Massachusetts
$243K +$237K +4,290 New
MFGM
343
Marshall Financial Group (Maryland)
Maryland
$240K -$14.1K -255 -6%
PP
344
Patten & Patten
Tennessee
$237K
SWA
345
Stratos Wealth Advisors
Ohio
$235K +$228K +4,140 New
EL
346
EQ LLC
Washington
$232K +$225K +4,085 New
TFF
347
The Family Firm
Maryland
$232K +$1.66K +30 +0.7%
BA
348
Bristlecone Advisors
Washington
$231K +$225K +4,075 New
KPWS
349
Kestra Private Wealth Services
Texas
$231K +$276 +5 +0.1%
AWM
350
Apollon Wealth Management
South Carolina
$230K -$19.9K -360 -8%