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iShares US Healthcare ETF

423 hedge funds and large institutions have $1.16B invested in iShares US Healthcare ETF in 2022 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 125 increasing their positions, 120 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,459% more call options, than puts

Call options by funds: $7.2M | Put options by funds: $462K

4% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 120

2% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 44

1% less funds holding

Funds holding: 427423 (-4)

14.16% less ownership

Funds ownership: 230.43%216.27% (-14%)

16% less capital invested

Capital invested by funds: $1.39B → $1.16B (-$229M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
423
Holders Change
-4
Holders Change %
-0.94%
% of All Funds
6.67%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
45
Increased
125
Reduced
120
Closed
44
Calls
$7.2M
Puts
$462K
Net Calls
+$6.74M
Net Calls Change
+$5.52M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
26
Consolidated Capital Management
California
$6.64M -$5.77M -103,280 -47%
5L
27
55I LLC
Massachusetts
$6.4M +$4.93M +88,395 +394%
SAM
28
SP Asset Management
California
$6.36M +$3.91K +70 +0.1%
MML Investors Services
29
MML Investors Services
Massachusetts
$6.09M -$198K -3,555 -3%
CWM
30
Connecticut Wealth Management
Connecticut
$6.04M
PAG
31
Private Advisor Group
New Jersey
$5.91M -$974K -17,445 -15%
RFM
32
Royal Fund Management
Florida
$5.89M +$811K +14,530 +17%
CIA
33
Capital Investment Advisors
Georgia
$5.78M -$98.3K -1,760 -2%
PWW
34
Pettyjohn Wood & White
Virginia
$5.6M -$37.7K -675 -0.7%
FCFC
35
First Citizens Financial Corp
Iowa
$5.39M +$99.9K +1,790 +2%
SPIA
36
Steward Partners Investment Advisory
New York
$5.1M -$3.99M -71,510 -45%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$5.04M -$807K -14,455 -14%
E
38
ETFidea
New York
$4.86M +$171K +3,060 +4%
Citigroup
39
Citigroup
New York
$4.28M -$1.87M -33,565 -31%
JMPWA
40
JP Morgan Private Wealth Advisors
California
$4.12M +$1.51M +27,135 +61%
Truist Financial
41
Truist Financial
North Carolina
$3.92M -$45.5K -815 -1%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$3.91M +$84K +1,505 +2%
Lido Advisors
43
Lido Advisors
California
$3.91M -$255K -4,575 -6%
FPCP
44
Fort Point Capital Partners
California
$3.86M +$2.87M +51,450 +334%
KAS
45
Kestra Advisory Services
Texas
$3.63M -$38K -680 -1%
EL
46
Essex LLC
Illinois
$3.52M -$53K -950 -2%
Stifel Financial
47
Stifel Financial
Missouri
$3.47M -$3.52M -63,055 -51%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$3.33M -$344K -6,160 -10%
JP Morgan Chase
49
JP Morgan Chase
New York
$3.17M +$118K +2,110 +4%
HH
50
HWG Holdings
Texas
$3.06M +$2.96M +53,000 New

IYH Hedge Fund Activity: Q1 2022 in Review

423 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q1 2022, worth a combined $1.16B — down 16% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new IYH positions and 44 closed out — a net gain of 1 holder — while 125 added to existing stakes and 120 trimmed.

The largest buyer was CFS Investment Advisory Services, adding an estimated $108M. The largest seller was Prudential Financial, cutting an estimated $179M.

  • 423 institutional investors held iShares US Healthcare ETF (IYH) as of Q1 2022, down from 427 in Q4 2021.
  • Funds reported $1.16B of iShares US Healthcare ETF stock for Q1 2022, down 16% quarter-over-quarter.
  • 45 funds opened new iShares US Healthcare ETF positions in Q1 2022 and 44 closed out, a net change of +1 holder.
  • The largest iShares US Healthcare ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $108M added.
  • The largest iShares US Healthcare ETF seller in Q1 2022 was Prudential Financial, an estimated $179M sold.

Based on aggregated 13F filings for Q1 2022.