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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
MRCM
351
M&R Capital Management
New Jersey
$101K
LWP
352
Lumature Wealth Partners
Georgia
$96K
MIM
353
MTM Investment Management
South Carolina
$90K
S
354
SignatureFD
Georgia
$86K
Franklin Resources
355
Franklin Resources
California
$85K
AA
356
AlphaMark Advisors
Kentucky
$84K
OIA
357
Optimum Investment Advisors
Illinois
$84K
AF
358
Advisornet Financial
Minnesota
$84K +$56.4K +1,045 +173%
AssetMark Inc
359
AssetMark Inc
California
$81K +$86.2K +1,595 New
SWM
360
Sugarloaf Wealth Management
Georgia
$79K
CLOS
361
Compagnie Lombard Odier SCmA
Switzerland
$71K
AC
362
AlphaCore Capital
California
$63K
S
363
Surevest
California
$59K +$270 +5 +0.4%
HNWAG
364
High Net Worth Advisory Group
Florida
$51K
TWA
365
TCI Wealth Advisors
Arizona
$48K -$6.75K -125 -12%
CTC
366
Central Trust Company
Missouri
$48K +$24.3K +450 +90%
TFGT
367
TS Financial Group (TSFG)
Illinois
$46K
EWA
368
EverSource Wealth Advisors
Alabama
$46K +$48.9K +905 New
HWA
369
HHM Wealth Advisors
Tennessee
$45K
RIA
370
Realta Investment Advisors
Delaware
$42K +$44.8K +830 New
BCMLT
371
Beacon Capital Management LLC (Tennessee)
Tennessee
$41K -$540 -10 -1%
CWC
372
Carolinas Wealth Consulting
North Carolina
$40K +$15.1K +280 +54%
LFA
373
Level Financial Advisors
New York
$39K
NFSG
374
Newbridge Financial Services Group
Florida
$39K +$270 +5 +0.7%
PA
375
PSI Advisors
Florida
$39K +$270 +5 +0.6%

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.