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iShares US Healthcare ETF

426 hedge funds and large institutions have $1.31B invested in iShares US Healthcare ETF in 2022 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 163 increasing their positions, 87 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

562% more call options, than puts

Call options by funds: $2.68M | Put options by funds: $405K

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

87% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 87

47% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 30

22.52% more ownership

Funds ownership: 201.15%223.67% (+23%)

15% more capital invested

Capital invested by funds: $1.14B → $1.31B (+$174M)

1% more funds holding

Funds holding: 420426 (+6)

Holders
426
Holders Change
+6
Holders Change %
+1.43%
% of All Funds
7.34%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.14%
New
44
Increased
163
Reduced
87
Closed
30
Calls
$2.68M
Puts
$405K
Net Calls
+$2.28M
Net Calls Change
-$896K
Name Holding Trade Value Shares
Change
Change in
Stake
FPCP
51
Fort Point Capital Partners
California
$3.58M +$209K +3,875 +6%
FTUS
52
Flow Traders U.S.
New York
$3.45M +$3.68M +68,105 New
Stifel Financial
53
Stifel Financial
Missouri
$3.44M +$350K +6,480 +11%
Citigroup
54
Citigroup
New York
$3.38M -$422K -7,820 -10%
HA
55
HC Advisors
Georgia
$3.16M +$384K +7,110 +13%
BCM
56
Brookstone Capital Management
Illinois
$3.08M +$1.32M +24,490 +68%
EL
57
Essex LLC
Illinois
$3.01M -$46.2K -855 -1%
KAS
58
Kestra Advisory Services
Texas
$2.98M +$4.86K +90 +0.2%
JMPWA
59
JP Morgan Private Wealth Advisors
California
$2.86M +$714K +13,225 +31%
JP Morgan Chase
60
JP Morgan Chase
New York
$2.75M +$14.9K +275 +0.5%
Citadel Advisors
61
Citadel Advisors
Florida
$2.74M -$4.34M -80,285 -60%
WP
62
WealthSource Partners
California
$2.71M +$2.6M +48,215 +915%
BO
63
BRR OpCo
Ohio
$2.55M +$2.73M +50,480 New
National Bank of Canada
64
National Bank of Canada
Quebec, Canada
$2.5M +$20K +370 +0.7%
KP
65
Keel Point
Alabama
$2.48M +$839K +15,530 +46%
AWS
66
Atria Wealth Solutions
New York
$2.47M +$440K +8,140 +20%
HH
67
HWG Holdings
Texas
$2.37M +$2.53M +46,905 New
MAWCM
68
Mine & Arao Wealth Creation & Management
California
$2.29M +$54.6K +1,010 +2%
Janney Montgomery Scott
69
Janney Montgomery Scott
Pennsylvania
$2.29M +$194K +3,590 +9%
CCA
70
Conservest Capital Advisors
Pennsylvania
$2.22M -$2.38M -44,075 Closed
CAN
71
Cetera Advisor Networks
California
$2.14M +$1.07M +19,895 +89%
VBFG
72
Vishria Bird Financial Group
Tennessee
$2.11M +$6.75K +125 +0.3%
IWA
73
IBEX Wealth Advisors
New Jersey
$2.1M +$2.24M +41,430 New
RF
74
Rollins Financial
Georgia
$2.04M +$141K +2,605 +7%
IWC
75
Integrated Wealth Concepts
Massachusetts
$2.01M +$141K +2,615 +7%

IYH Hedge Fund Activity: Q3 2022 in Review

426 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q3 2022, worth a combined $1.31B — up 15% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new IYH positions and 30 closed out — a net gain of 14 holders — while 163 added to existing stakes and 87 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $48.5M. The largest seller was Jane Street, exiting entirely with an estimated $10.7M sold.

  • 426 institutional investors held iShares US Healthcare ETF (IYH) as of Q3 2022, up from 420 in Q2 2022.
  • Funds reported $1.31B of iShares US Healthcare ETF stock for Q3 2022, up 15% quarter-over-quarter.
  • 44 funds opened new iShares US Healthcare ETF positions in Q3 2022 and 30 closed out, a net change of +14 holders.
  • The largest iShares US Healthcare ETF buyer in Q3 2022 was Envestnet Asset Management, an estimated $48.5M added.
  • The largest iShares US Healthcare ETF seller in Q3 2022 was Jane Street, an estimated $10.7M sold.

Based on aggregated 13F filings for Q3 2022.