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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
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$10.8M +$6.22M +112,665 +155%
MFS
27
Mirabella Financial Services
United Kingdom
$10.2M +$9.89M +179,235 New
SFG
28
Sowa Financial Group
Rhode Island
$10.1M +$327K +5,920 +3%
B
29
Barings
North Carolina
$9.5M
PFS
30
Prospera Financial Services
Texas
$9.28M +$92.2K +1,670 +1%
SPIA
31
Steward Partners Investment Advisory
New York
$8.25M +$904K +16,385 +13%
PGFC
32
Peapack-Gladstone Financial Corp
New Jersey
$8.21M +$57.1K +1,035 +0.7%
PAS
33
Park Avenue Securities
New York
$7.78M +$575K +10,415 +8%
RFM
34
Royal Fund Management
Florida
$7.76M +$1.03M +18,690 +16%
GLA
35
Great Lakes Advisors
Illinois
$7.34M -$184K -3,340 -3%
OIA
36
OneDigital Investment Advisors
Kansas
$6.85M +$4.83M +87,605 +264%
Truist Financial
37
Truist Financial
North Carolina
$6.74M -$49.4K -895 -0.7%
MC
38
McMorgan & Co
California
$6.41M +$17.4K +315 +0.3%
SAM
39
SP Asset Management
California
$6.17M -$79.5K -1,440 -1%
SCA
40
Stillwater Capital Advisors
Pennsylvania
$5.98M +$61.3K +1,110 +1%
AWM
41
AE Wealth Management
Kansas
$5.97M +$74.5K +1,350 +1%
CWM
42
Connecticut Wealth Management
Connecticut
$5.93M
CCM
43
Consolidated Capital Management
California
$5.83M -$123K -2,225 -2%
CA
44
Cetera Advisors
Colorado
$5.76M +$4.9M +88,795 +697%
E
45
ETFidea
New York
$5.64M +$11K +200 +0.2%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$5.62M +$3.48M +63,090 +175%
CIA
47
Capital Investment Advisors
Georgia
$5.45M -$26.5K -480 -0.5%
PWW
48
Pettyjohn Wood & White
Virginia
$5.26M -$196K -3,555 -4%
FCFC
49
First Citizens Financial Corp
Iowa
$5.1M -$57.7K -1,045 -1%
WF
50
Williams Financial
Vermont
$4.45M +$3.96M +71,735 +1,074%