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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
FM
426
Family Management
New York
$42.6K
CAL
427
Capital Analysts LLC
Pennsylvania
$35K +$33.7K +610 New
HBW
428
Hazlett, Burt & Watson
West Virginia
$33K
CWM
429
Compass Wealth Management
Connecticut
$32.6K +$31.7K +575 New
OSNBOA
430
Old Second National Bank of Aurora
Illinois
$30.9K
TC
431
Truvestments Capital
Florida
$28.4K
BAM
432
Bellevue Asset Management
Washington
$28.1K
CG
433
Cutler Group
California
$28K +$27.6K +500 New
NRC
434
New Republic Capital
North Carolina
$26.7K +$25.9K +470 New
WWP
435
WR Wealth Planners
Missouri
$23.8K +$6.35K +115 +38%
FA
436
Fiduciary Alliance
South Carolina
$22.3K +$21.8K +395 New
BTI
437
Blue Trust Inc
Georgia
$21K +$1.93K +35 +9%
AWM
438
Avior Wealth Management
Nebraska
$20.7K -$4.97K -90 -20%
CHA
439
Carmichael Hill & Associates
Maryland
$20.4K
FWP
440
FAS Wealth Partners
Kansas
$19.9K
EE
441
EWG Elevate
California
$19.9K +$19.3K +350 New
FPFS
442
First Personal Financial Services
North Carolina
$19.6K
JWA
443
JFS Wealth Advisors
Pennsylvania
$19.3K -$236K -4,270 -93%
PFA
444
Pathway Financial Advisers
Indiana
$19.2K +$18.8K +340 New
AWM
445
Accel Wealth Management
Iowa
$19K
ADL
446
Asset Dedication LLC
California
$19K
EWM
447
Evermay Wealth Management
Virginia
$18.7K
FFA
448
Founders Financial Alliance
North Carolina
$18.4K
HCM
449
Hollencrest Capital Management
California
$17.3K +$16.8K +305 New
MTIC
450
Missouri Trust & Investment Company
Missouri
$17K