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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
AWM
401
Avior Wealth Management
Nebraska
$12K
WT
402
Whittier Trust
California
$12K
BTI
403
Blue Trust Inc
Georgia
$12K +$11.5K +210 New
AIP
404
Ahrens Investment Partners
Louisiana
$11K
GI
405
Gradient Investments
Minnesota
$10K +$10.2K +185 New
JMF
406
Johnson Midwest Financial
Iowa
$9K -$6.86K -125 -44%
PP
407
Pacifica Partners
Canada
$9K
CMP
408
Coston McIsaac & Partners
Maine
$8K +$8.51K +155 New
SC
409
SouthState Corp
Florida
$6K
CAAS
410
Capital Asset Advisory Services
Michigan
$5K
PFGIA
411
Patriot Financial Group Insurance Agency
Massachusetts
$5K
ZIG
412
Zullo Investment Group
Pennsylvania
$5K
RCM
413
Raleigh Capital Management
North Carolina
$4K
Bank of Montreal
414
Bank of Montreal
Ontario, Canada
$3.99K -$792K -14,435 -17%
AIM
415
Anchor Investment Management
South Carolina
$3.5K -$2.47K -45 -41%
MWM
416
Mascoma Wealth Management
New Hampshire
$3K
LFG
417
Larson Financial Group
Missouri
$2K
MHR
418
Matthew Hamilton Rosenberg
$1K
BRWM
419
B. Riley Wealth Management
Tennessee
$270 +$276K +5,020 New
BPC
420
Banque Pictet & Cie
Switzerland
$269
WIM
421
Westside Investment Management
California
$54 +$13.7K +250 +33%
GKWIM
422
Gerber Kawasaki Wealth & Investment Management
California
-$840K -70,955 Closed
CS
423
Credit Suisse
Switzerland
-$1.87M -32,340 Closed
CRWM
424
Castle Rock Wealth Management
California
-$1.26M -21,700 Closed
WI
425
WBI Investments
New Jersey
-$788K -13,810 Closed

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.