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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
Franklin Resources
401
Franklin Resources
California
$95K
OIA
402
Optimum Investment Advisors
Illinois
$94.5K
AA
403
AlphaMark Advisors
Kentucky
$94K
MIM
404
MTM Investment Management
South Carolina
$92.2K -$8.28K -150 -8%
CLOS
405
Compagnie Lombard Odier SCmA
Switzerland
$80K
Fifth Third Bancorp
406
Fifth Third Bancorp
Ohio
$77.5K +$33.7K +610 +81%
AC
407
AlphaCore Capital
California
$70.9K
SWM
408
Sugarloaf Wealth Management
Georgia
$67K -$20.4K -370 -24%
BNP Paribas Financial Markets
409
BNP Paribas Financial Markets
France
$61.8K -$13.9M -251,875 -100%
RIA
410
Realta Investment Advisors
Delaware
$59.8K +$12.4K +225 +27%
AP
411
Advisors Preferred
Maryland
$57.9K +$56.6K +1,025 New
HNWAG
412
High Net Worth Advisory Group
Florida
$56.7K
HWMA
413
Heritage Wealth Management (Arizona)
Arizona
$56.7K +$27.6K +500 +100%
PCM
414
Perritt Capital Management
Illinois
$56.7K +$55.2K +1,000 New
RFA
415
Resurgent Financial Advisors
Georgia
$56.7K +$55.2K +1,000 New
WOSD
416
WFA of San Diego
California
$56.7K +$55.2K +1,000 New
CTC
417
Central Trust Company
Missouri
$53.9K
TLA
418
Tanglewood Legacy Advisors
Texas
$53.9K +$52.4K +950 New
TWA
419
TCI Wealth Advisors
Arizona
$53.3K
PA
420
PSI Advisors
Florida
$51.4K +$6.9K +125 +16%
TFGT
421
TS Financial Group (TSFG)
Illinois
$51K
HWA
422
HHM Wealth Advisors
Tennessee
$50.5K
CWC
423
Carolinas Wealth Consulting
North Carolina
$45.1K
NFSG
424
Newbridge Financial Services Group
Florida
$43.5K
BCMLT
425
Beacon Capital Management LLC (Tennessee)
Tennessee
$43.1K