We are live on ! Find out more
IYH icon

iShares US Healthcare ETF

423 hedge funds and large institutions have $1.16B invested in iShares US Healthcare ETF in 2022 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 125 increasing their positions, 120 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,459% more call options, than puts

Call options by funds: $7.2M | Put options by funds: $462K

4% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 120

2% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 44

1% less funds holding

Funds holding: 427423 (-4)

14.16% less ownership

Funds ownership: 230.43%216.27% (-14%)

16% less capital invested

Capital invested by funds: $1.39B → $1.16B (-$229M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
423
Holders Change
-4
Holders Change %
-0.94%
% of All Funds
6.67%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
45
Increased
125
Reduced
120
Closed
44
Calls
$7.2M
Puts
$462K
Net Calls
+$6.74M
Net Calls Change
+$5.52M
Name Holding Trade Value Shares
Change
Change in
Stake
JFGIW
376
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$29K
COCM
377
Charter Oak Capital Management
New Hampshire
$29K +$27.6K +495 New
HWMA
378
Heritage Wealth Management (Arizona)
Arizona
$29K +$27.9K +500 New
CLOS
379
Compagnie Lombard Odier SCmA
Switzerland
$23K
TF
380
Tompkins Financial
New York
$23K +$22.3K +400 New
BC
381
Burleson & Co
California
$22K +$20.9K +375 New
CHA
382
Carmichael Hill & Associates
Maryland
$21K
AWM
383
Accel Wealth Management
Iowa
$20K
EIP
384
Ellis Investment Partners
Pennsylvania
$20K
FWP
385
FAS Wealth Partners
Kansas
$20K
FPFS
386
First Personal Financial Services
North Carolina
$20K
RFWA
387
RPg Family Wealth Advisory
Massachusetts
$19.1K
ADL
388
Asset Dedication LLC
California
$19K
EWM
389
Evermay Wealth Management
Virginia
$19K
FFA
390
Founders Financial Alliance
North Carolina
$19K
SMG
391
Spectrum Management Group
Indiana
$19K
CIAS
392
Capital Investment Advisory Services
North Carolina
$18K -$4.19K -75 -20%
HWM
393
HighMark Wealth Management
Minnesota
$17K
JMF
394
Johnson Midwest Financial
Iowa
$17K
MAM
395
McCarthy Asset Management
California
$17K
MTIC
396
Missouri Trust & Investment Company
Missouri
$17K
HFM
397
Hartford Financial Management
Connecticut
$15K
SFCL
398
Strengthening Families & Communities LLC
Massachusetts
$15K
TF
399
TimeScale Financial
Massachusetts
$15K
AWM
400
Aberdeen Wealth Management
Illinois
$14K

IYH Hedge Fund Activity: Q1 2022 in Review

423 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q1 2022, worth a combined $1.16B — down 16% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new IYH positions and 44 closed out — a net gain of 1 holder — while 125 added to existing stakes and 120 trimmed.

The largest buyer was CFS Investment Advisory Services, adding an estimated $108M. The largest seller was Prudential Financial, cutting an estimated $179M.

  • 423 institutional investors held iShares US Healthcare ETF (IYH) as of Q1 2022, down from 427 in Q4 2021.
  • Funds reported $1.16B of iShares US Healthcare ETF stock for Q1 2022, down 16% quarter-over-quarter.
  • 45 funds opened new iShares US Healthcare ETF positions in Q1 2022 and 44 closed out, a net change of +1 holder.
  • The largest iShares US Healthcare ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $108M added.
  • The largest iShares US Healthcare ETF seller in Q1 2022 was Prudential Financial, an estimated $179M sold.

Based on aggregated 13F filings for Q1 2022.