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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
CWM
376
Castle Wealth Management
Florida
$38K
DTIM
377
Danda Trouve Investment Management
Kansas
$38K
FM
378
Family Management
New York
$38K
Fifth Third Bancorp
379
Fifth Third Bancorp
Ohio
$38K
HBW
380
Hazlett, Burt & Watson
West Virginia
$30K
SWM
381
Spire Wealth Management
Virginia
$29K -$342K -6,330 -92%
OSNBOA
382
Old Second National Bank of Aurora
Illinois
$28K
BAM
383
Bellevue Asset Management
Washington
$26K
Simplex Trading
384
Simplex Trading
Illinois
$25K -$486K -9,000 -95%
HWMA
385
Heritage Wealth Management (Arizona)
Arizona
$25K
TC
386
Truvestments Capital
Florida
$25K
AWM
387
Avior Wealth Management
Nebraska
$22K +$11.9K +220 +96%
BTI
388
Blue Trust Inc
Georgia
$20K +$9.45K +175 +83%
AWM
389
Accel Wealth Management
Iowa
$18K
CHA
390
Carmichael Hill & Associates
Maryland
$18K
FWP
391
FAS Wealth Partners
Kansas
$18K
CIAS
392
Capital Investment Advisory Services
North Carolina
$17K -$2.97K -55 -14%
EIP
393
Ellis Investment Partners
Pennsylvania
$17K
EWM
394
Evermay Wealth Management
Virginia
$17K
FPFS
395
First Personal Financial Services
North Carolina
$17K
TIM
396
Tevis Investment Management
Texas
$17K
ADL
397
Asset Dedication LLC
California
$17K +$17.8K +330 New
FFA
398
Founders Financial Alliance
North Carolina
$16K -$51K -945 -74%
WWP
399
WR Wealth Planners
Missouri
$15.4K +$16.5K +305 New
HWM
400
HighMark Wealth Management
Minnesota
$15K

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.