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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
GCM
351
Gunderson Capital Management
South Carolina
$230K +$223K +4,050 New
SFG
352
Sunburst Financial Group
Alabama
$230K +$223K +4,050 New
TAM
353
Trillium Asset Management
Massachusetts
$227K
CMI
354
Clare Market Investments
Texas
$227K
AF
355
Allworth Financial
California
$224K -$46.1K -835 -17%
Bank Julius Baer & Co
356
Bank Julius Baer & Co
Switzerland
$224K -$38.6K -700 -15%
BHB
357
Bank Hapoalim BM
Israel
$224K -$4.69K -85 -2%
IAIM
358
International Assets Investment Management
Florida
$224K +$217K +3,940 New
OWA
359
Outlook Wealth Advisors
Texas
$223K +$217K +3,935 New
JE
360
JMAC Enterprises
Pennsylvania
$223K +$217K +3,930 New
SWM
361
SeaCrest Wealth Management
New York
$221K +$215K +3,890 New
PBC
362
Pavion Blue Capital
California
$220K -$9.66K -175 -4%
DAS
363
Dynamic Advisor Solutions
Arizona
$217K +$211K +3,825 New
SFS
364
Summit Financial Strategies
Ohio
$217K +$211K +3,820 New
BBNA
365
Bremer Bank National Association
Minnesota
$213K +$207K +3,760 New
NCM
366
Narwhal Capital Management
Georgia
$213K +$207K +3,750 New
SWM
367
Spire Wealth Management
Virginia
$212K +$175K +3,175 +562%
NCM
368
Northwest Capital Management
Oregon
$211K +$205K +3,720 New
DAM
369
Derbend Asset Management
Georgia
$210K +$204K +3,700 New
KWM
370
Kaydan Wealth Management
Michigan
$209K +$203K +3,680 New
CWP
371
Cyndeo Wealth Partners
Florida
$208K +$202K +3,665 New
NEPWA
372
New England Private Wealth Advisors
Massachusetts
$207K +$203K +3,670 New
GFL
373
Granite FO LLC
New Hampshire
$206K +$196K +3,560 New
CWM
374
Collaborative Wealth Management
Florida
$206K +$200K +3,630 New
UCMOK
375
United Capital Management of KS
Kansas
$205K +$200K +3,620 New