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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
CAN
51
Cetera Advisor Networks
California
$4.43M +$1.97M +35,740 +85%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$4.09M -$21K -380 -0.5%
Citigroup
53
Citigroup
New York
$4.08M +$290K +5,255 +8%
FPCP
54
Fort Point Capital Partners
California
$4.06M +$49.9K +905 +1%
Stifel Financial
55
Stifel Financial
Missouri
$3.96M +$102K +1,845 +3%
KAS
56
Kestra Advisory Services
Texas
$3.88M +$521K +9,435 +16%
JMPWA
57
JP Morgan Private Wealth Advisors
California
$3.86M +$637K +11,550 +20%
VCM
58
Virtue Capital Management
Tennessee
$3.77M +$3.67M +66,440 New
HA
59
HC Advisors
Georgia
$3.56M +$17.9K +325 +0.5%
MAG
60
MRA Advisory Group
New Jersey
$3.5M +$2.15M +39,020 +172%
KP
61
Keel Point
Alabama
$3.48M +$675K +12,235 +25%
SSA
62
Schonfeld Strategic Advisors
New York
$3.38M +$3.28M +59,500 New
EL
63
Essex LLC
Illinois
$3.35M -$17.9K -325 -0.5%
AAS
64
Avantax Advisory Services
Texas
$3.13M +$1.33M +24,050 +77%
WP
65
WealthSource Partners
California
$3.1M +$61.8K +1,120 +2%
AWS
66
Atria Wealth Solutions
New York
$2.93M +$155K +2,805 +6%
NFC
67
Northeast Financial Consultants
Connecticut
$2.92M +$2.84M +51,400 New
National Bank of Canada
68
National Bank of Canada
Quebec, Canada
$2.85M +$27K +490 +1%
CI
69
CX Institutional
Indiana
$2.72M -$2.18M -39,450 -45%
IWC
70
Integrated Wealth Concepts
Massachusetts
$2.71M +$444K +8,045 +20%
FLA
71
Financial Life Advisors
Texas
$2.7M +$2.34M +42,360 +798%
MAWCM
72
Mine & Arao Wealth Creation & Management
California
$2.58M +$13.5K +245 +0.5%
PWM
73
Perigon Wealth Management
California
$2.57M +$1.68M +30,525 +208%
RF
74
Rollins Financial
Georgia
$2.55M +$254K +4,605 +11%
CCA
75
Conservest Capital Advisors
Pennsylvania
$2.51M +$2.44M +44,280 New