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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
CLOS
351
Compagnie Lombard Odier SCmA
Switzerland
$76K +$54.9K +1,000 +247%
FFA
352
Founders Financial Alliance
North Carolina
$68K +$51.9K +945 +291%
AC
353
AlphaCore Capital
California
$67K
AP
354
Arlington Partners
Alabama
$63K
S
355
Surevest
California
$62K +$5.76K +105 +10%
TWA
356
TCI Wealth Advisors
Arizona
$57K +$6.86K +125 +13%
HNWAG
357
High Net Worth Advisory Group
Florida
$54K
HWA
358
HHM Wealth Advisors
Tennessee
$48K
TFGT
359
TS Financial Group (TSFG)
Illinois
$48K +$2.75K +50 +6%
JPLA
360
Joseph P. Lucia & Associates
New York
$47K
BCMLT
361
Beacon Capital Management LLC (Tennessee)
Tennessee
$45K
PA
362
PSI Advisors
Florida
$42K -$20.6K -375 -33%
Fifth Third Bancorp
363
Fifth Third Bancorp
Ohio
$41K
LFA
364
Level Financial Advisors
New York
$41K
NFSG
365
Newbridge Financial Services Group
Florida
$41K
DTIM
366
Danda Trouve Investment Management
Kansas
$41K +$274 +5 +0.7%
FM
367
Family Management
New York
$40K
CWM
368
Castle Wealth Management
Florida
$40K +$41.2K +750 New
PA
369
Parallel Advisors
California
$38K -$124K -2,250 -76%
BA
370
Bivin & Associates
Oklahoma
$36K
AF
371
Advisornet Financial
Minnesota
$33K +$2.2K +40 +7%
HBW
372
Hazlett, Burt & Watson
West Virginia
$31K
OSNBOA
373
Old Second National Bank of Aurora
Illinois
$29K
CWC
374
Carolinas Wealth Consulting
North Carolina
$28K
BAM
375
Bellevue Asset Management
Washington
$27K

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.