We are live on ! Find out more
IYH icon

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
SB
76
Simmons Bank
Arkansas
$1.72M -$48.6K -870 -3%
IA
77
IFG Advisory
Georgia
$1.69M -$15.6K -280 -0.9%
CA
78
Corrado Advisors
New Jersey
$1.63M +$66.7K +1,195 +4%
SPC
79
Sigma Planning Corp
Michigan
$1.61M -$3.63K -65 -0.2%
OIA
80
OneDigital Investment Advisors
Kansas
$1.61M +$4.75K +85 +0.3%
MIA
81
MMBG Investment Advisors
Florida
$1.58M
D
82
Dentgroup
Louisiana
$1.57M +$3.63K +65 +0.2%
KP
83
Keel Point
Alabama
$1.56M -$313K -5,600 -17%
GIA
84
Gladstone Institutional Advisory
Florida
$1.55M +$100K +1,800 +7%
CB
85
Commerce Bank
Missouri
$1.49M -$237K -4,250 -14%
PIMG
86
Patriot Investment Management Group
Tennessee
$1.48M +$279 +5 +0%
T
87
TCWP
Ohio
$1.47M +$971K +17,395 +216%
CAG
88
Csenge Advisory Group
Florida
$1.47M +$794K +14,220 +128%
MPCL
89
My Personal CFO LLC
Washington
$1.43M
HWA
90
Heritage Wealth Advisors
Virginia
$1.39M +$11.2K +200 +0.8%
Fidelity Investments
91
Fidelity Investments
Massachusetts
$1.38M +$53.6K +960 +4%
F
92
F3Logic
Minnesota
$1.35M -$84K -1,505 -6%
TW
93
Transform Wealth
Colorado
$1.3M +$1.26M +22,520 New
SWA
94
SOA Wealth Advisors
New York
$1.29M +$222K +3,980 +22%
CRWM
95
Castle Rock Wealth Management
California
$1.26M +$475K +8,500 +64%
DLCIG
96
D.L. Carlson Investment Group
New Hampshire
$1.24M -$6.42K -115 -0.5%
Kayne Anderson Rudnick Investment Management
97
Kayne Anderson Rudnick Investment Management
California
$1.24M -$33.2K -595 -3%
US Bancorp
98
US Bancorp
Minnesota
$1.23M -$190K -3,405 -14%
IFG
99
Independent Financial Group
California
$1.23M -$373K -6,675 -24%
CFG
100
Citizens Financial Group
Rhode Island
$1.21M +$1.68K +30 +0.1%

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.