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iShares US Healthcare ETF
IYH

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: 426 → 488 (+62)

10.61% more ownership

Funds ownership: 223.67% → 234.28% (+11%)

25% less funds holding in top 10

Funds holding in top 10: 8 → 6 (-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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$24.1M
2
JP Morgan Chase
JP Morgan Chase
New York
+$20.7M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$19.2M
4
AWG
Alpha Wave Global
New York
+$15.4M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$13.8M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$52.2M
2
Goldman Sachs
Goldman Sachs
New York
-$19.5M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$13.9M
4
Prudential Financial
Prudential Financial
New Jersey
-$12.7M
5
FWCM
Ferguson Wellman Capital Management
Oregon
-$6.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
SGC
476
Slocum, Gordon & Co
Rhode Island
$4.25K +$4.14K +75 New
AIM
477
Anchor Investment Management
South Carolina
$3.69K – – –
MWM
478
Mascoma Wealth Management
New Hampshire
$3.12K – – –
CSWM
479
Cassady Schiller Wealth Management
Ohio
$2.84K +$2.76K +50 New
FCA
480
Fortis Capital Advisors
Kansas
$2.84K +$2.76K +50 New
LFG
481
Larson Financial Group
Missouri
$2.41K – – –
PTC
482
Private Trust Company
Ohio
$2K – – –
IGWM
483
ICA Group Wealth Management
Colorado
$1.4K +$1.38K +25 New
JFGIW
484
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.14K -$14.3K -260 -93%
CWP
485
Concord Wealth Partners
Virginia
$1.14K +$1.1K +20 New
MHR
486
Matthew Hamilton Rosenberg
$851 – – –
TA
487
Tectonic Advisors
Texas
$284 +$276 +5 New
WIM
488
Westside Investment Management
California
$57 – – –
CMP
489
Coston McIsaac & Partners
Maine
$8 – – –
Susquehanna International Group
490
Susquehanna International Group
Pennsylvania
– -$5.22M -94,655 Closed
CWM
491
Congress Wealth Management
Massachusetts
– -$4.23M -83,615 Closed
FTUS
492
Flow Traders U.S.
New York
– -$3.45M -68,105 Closed
WEPOG
493
Wealth Enhancement & Preservation of GA
Georgia
– -$1.29M -25,535 Closed
TSS
494
Two Sigma Securities
New York
– -$469K -9,265 Closed
MSFS
495
Main Street Financial Solutions
Pennsylvania
– -$396K -7,820 Closed
CS
496
Comerica Securities
Michigan
– -$288K -5,690 Closed
HGERS
497
Householder Group Estate & Retirement Specialist
Arizona
– -$279K -5,525 Closed
OPW
498
Oxler Private Wealth
New York
– -$164K -5,220 Closed
AIP
499
Almanack Investment Partners
Pennsylvania
– -$248K -4,900 Closed
BA
500
Ballew Advisors
Mississippi
– -$229K -4,500 Closed
17 18 19
20
21

IYH Hedge Fund Activity: Q4 2022 in Review

488 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q4 2022, worth a combined $1.56B — up 19% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new IYH positions and 24 closed out — a net gain of 74 holders — while 165 added to existing stakes and 105 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $24.1M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $52.2M.

  • 488 institutional investors held iShares US Healthcare ETF (IYH) as of Q4 2022, up from 426 in Q3 2022.
  • Funds reported $1.56B of iShares US Healthcare ETF stock for Q4 2022, up 19% quarter-over-quarter.
  • 98 funds opened new iShares US Healthcare ETF positions in Q4 2022 and 24 closed out, a net change of +74 holders.
  • The largest iShares US Healthcare ETF buyer in Q4 2022 was Morgan Stanley, an estimated $24.1M added.
  • The largest iShares US Healthcare ETF seller in Q4 2022 was Manulife (Manufacturers Life Insurance), an estimated $52.2M sold.

Based on aggregated 13F filings for Q4 2022.