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iShares US Healthcare ETF

420 hedge funds and large institutions have $1.14B invested in iShares US Healthcare ETF in 2022 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 137 increasing their positions, 105 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 105

6% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 36

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1% less funds holding

Funds holding: 423420 (-3)

2% less capital invested

Capital invested by funds: $1.16B → $1.14B (-$26.8M)

15.12% less ownership

Funds ownership: 216.27%201.15% (-15%)

Holders
420
Holders Change
-3
Holders Change %
-0.71%
% of All Funds
7.08%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
38
Increased
137
Reduced
105
Closed
36
Calls
$3.17M
Puts
Net Calls
+$3.17M
Net Calls Change
-$3.57M
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
76
Security Financial Services
Indiana
$1.75M +$871K +15,875 +95%
KA
77
Kovack Advisors
Florida
$1.73M -$31.8K -580 -2%
OIA
78
OneDigital Investment Advisors
Kansas
$1.67M +$180K +3,275 +12%
MLIC
79
Mandatum Life Insurance Company
Finland
$1.67M
CA
80
Corrado Advisors
New Jersey
$1.61M +$96.1K +1,750 +6%
MCC
81
Money Concepts Capital
Florida
$1.58M -$107K -1,955 -6%
AAS
82
Avantax Advisory Services
Texas
$1.57M -$222K -4,045 -12%
WS
83
Wedbush Securities
California
$1.56M -$145K -2,650 -8%
IA
84
IFG Advisory
Georgia
$1.54M -$39.3K -715 -2%
SPC
85
Sigma Planning Corp
Michigan
$1.53M +$37.9K +690 +2%
SB
86
Simmons Bank
Arkansas
$1.51M -$96.6K -1,760 -6%
D
87
Dentgroup
Louisiana
$1.49M +$32.9K +600 +2%
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$1.48M +$975K +17,760 +183%
MIA
89
MMBG Investment Advisors
Florida
$1.48M
T
90
TCWP
Ohio
$1.46M +$87.6K +1,595 +6%
JIC
91
Johnson Investment Counsel
Ohio
$1.41M -$767K -13,980 -35%
CB
92
Commerce Bank
Missouri
$1.39M
GIA
93
Gladstone Institutional Advisory
Florida
$1.38M -$67K -1,220 -5%
Fidelity Investments
94
Fidelity Investments
Massachusetts
$1.35M +$70.8K +1,290 +5%
MPCL
95
My Personal CFO LLC
Washington
$1.33M
HWA
96
Heritage Wealth Advisors
Virginia
$1.3M +$274 +5 +0%
VA
97
Valmark Advisers
Ohio
$1.24M +$115K +2,095 +10%
TW
98
Transform Wealth
Colorado
$1.23M +$16.5K +300 +1%
US Bancorp
99
US Bancorp
Minnesota
$1.22M +$76.3K +1,390 +7%
CAN
100
Cetera Advisor Networks
California
$1.2M +$282K +5,145 +30%

IYH Hedge Fund Activity: Q2 2022 in Review

420 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q2 2022, worth a combined $1.14B — down 2.3% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new IYH positions and 36 closed out — a net gain of 2 holders — while 137 added to existing stakes and 105 trimmed.

The largest buyer was Jane Street, adding an estimated $10.5M. The largest seller was CFS Investment Advisory Services, cutting an estimated $106M.

  • 420 institutional investors held iShares US Healthcare ETF (IYH) as of Q2 2022, down from 423 in Q1 2022.
  • Funds reported $1.14B of iShares US Healthcare ETF stock for Q2 2022, down 2.3% quarter-over-quarter.
  • 38 funds opened new iShares US Healthcare ETF positions in Q2 2022 and 36 closed out, a net change of +2 holders.
  • The largest iShares US Healthcare ETF buyer in Q2 2022 was Jane Street, an estimated $10.5M added.
  • The largest iShares US Healthcare ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $106M sold.

Based on aggregated 13F filings for Q2 2022.