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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
HWM
451
HighMark Wealth Management
Minnesota
$16.7K
EWM
452
EPG Wealth Management
Georgia
$15.6K +$11K +200 +267%
RBC
453
Romano Brothers & Co
Illinois
$15.6K +$15.2K +275 New
OSAM
454
O'Shaughnessy Asset Management
Connecticut
$14.8K +$14.3K +260 New
HFM
455
Hartford Financial Management
Connecticut
$14.5K
CPG
456
Cornerstone Planning Group
New Jersey
$14.2K +$14.1K +255 New
AWM
457
Aberdeen Wealth Management
Illinois
$14.2K
CAS
458
Coppell Advisory Solutions
Texas
$14.2K +$13.8K +250 New
CASC
459
Coppell Advisory Solutions Corp
Texas
$14.2K +$13.8K +250 New
GFWA
460
Grey Fox Wealth Advisors
Delaware
$13.6K +$13.2K +240 New
TF
461
TimeScale Financial
Massachusetts
$13K
WT
462
Whittier Trust
California
$12.5K
CTA
463
Colonial Trust Advisors
South Carolina
$10.5K +$10.2K +185 New
SFCL
464
Strengthening Families & Communities LLC
Massachusetts
$10K
PP
465
Pacifica Partners
Canada
$9.06K
SIC
466
Salem Investment Counselors
North Carolina
$8.79K +$8.55K +155 New
SC
467
SouthState Corp
Florida
$6.53K
APC
468
Aspire Private Capital
North Carolina
$6.53K +$6.35K +115 New
MWC
469
MBM Wealth Consultants
Missouri
$6K +$6.35K +115 New
ATC
470
Adirondack Trust Company
New York
$5.67K
ZIG
471
Zullo Investment Group
Pennsylvania
$5.67K
AWM
472
Accurate Wealth Management
Florida
$5.63K +$5.52K +100 New
SL
473
Savior LLC
Massachusetts
$5.42K +$5.24K +95 New
Bessemer Group
474
Bessemer Group
New Jersey
$5K -$145K -2,625 -97%
RCM
475
Raleigh Capital Management
North Carolina
$4.27K