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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
AIA
376
Avalon Investment & Advisory
Texas
$202K +$196K +3,555 New
CCA
377
Column Capital Advisors
Indiana
$202K
FRA
378
Front Row Advisors
California
$190K
CFD
379
Creative Financial Designs
Indiana
$189K +$552 +10 +0.3%
PMFA
380
Plante Moran Financial Advisors
Michigan
$189K
BWA
381
BDO Wealth Advisors
Florida
$189K -$9.66K -175 -5%
HDIM
382
Hanson & Doremus Investment Management
Vermont
$186K
IA
383
IFP Advisors
Florida
$182K -$213K -3,855 -39%
AF
384
Advisornet Financial
Minnesota
$181K +$84.7K +1,535 +93%
CSC
385
Caldwell Sutter Capital
California
$177K +$172K +3,125 New
AssetMark Inc
386
AssetMark Inc
California
$175K +$82.2K +1,490 +93%
FFA
387
Farther Finance Advisors
California
$164K +$160K +2,895 New
MPWT
388
MassMutual Private Wealth & Trust
Connecticut
$142K
PA
389
Parallel Advisors
California
$139K -$5.52K -100 -4%
RA
390
Rise Advisors
New York
$138K +$276 +5 +0.2%
TWM
391
Tradition Wealth Management
Minnesota
$133K
CSPIA
392
Cary Street Partners Investment Advisory
Virginia
$131K +$128K +2,315 New
SMA
393
Sage Mountain Advisors
Georgia
$131K
DSC
394
Duncker Streett & Co
Missouri
$125K
CF
395
Centaurus Financial
California
$122K
CWM
396
Cranbrook Wealth Management
Michigan
$121K
MRCM
397
M&R Capital Management
New Jersey
$113K
LWP
398
Lumature Wealth Partners
Georgia
$108K
EWA
399
EverSource Wealth Advisors
Alabama
$106K +$53.3K +965 +107%
S
400
SignatureFD
Georgia
$96.7K