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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
CTC
376
Central Trust Company
Missouri
$27K
COCM
377
Charter Oak Capital Management
New Hampshire
$27K
TC
378
Truvestments Capital
Florida
$27K +$27.4K +500 New
HWMA
379
Heritage Wealth Management (Arizona)
Arizona
$26.9K
CIAS
380
Capital Investment Advisory Services
North Carolina
$21K +$4.67K +85 +28%
TIM
381
Tevis Investment Management
Texas
$19K -$125K -2,270 -87%
CHA
382
Carmichael Hill & Associates
Maryland
$19K
FWP
383
FAS Wealth Partners
Kansas
$19K
FPFS
384
First Personal Financial Services
North Carolina
$19K
AWM
385
Accel Wealth Management
Iowa
$18K
EIP
386
Ellis Investment Partners
Pennsylvania
$18K
EWM
387
Evermay Wealth Management
Virginia
$18K
KFS
388
Kelly Financial Services
Massachusetts
$17.7K +$13.4K +245 +288%
SMG
389
Spectrum Management Group
Indiana
$17K
MTIC
390
Missouri Trust & Investment Company
Missouri
$16K
HWM
391
HighMark Wealth Management
Minnesota
$16K +$274 +5 +2%
JFGIW
392
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$15K -$12.6K -230 -45%
SFCL
393
Strengthening Families & Communities LLC
Massachusetts
$15K
HFM
394
Hartford Financial Management
Connecticut
$14K
TF
395
TimeScale Financial
Massachusetts
$14K
MAM
396
Meeder Asset Management
Ohio
$14K +$14.3K +260 New
AWM
397
Aberdeen Wealth Management
Illinois
$13K
GT
398
Glenmede Trust
Pennsylvania
$13K
RE
399
RBC Europe
United Kingdom
$13K
FBC
400
Fairfield, Bush & Co
Connecticut
$13K +$13.7K +250 New

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.