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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
TA
76
TrueWealth Advisors
Alabama
$1.99M -$14.6K -270 -0.7%
KM
77
Kalos Management
Georgia
$1.92M +$1.17M +21,590 +143%
NA
78
NewEdge Advisors
Louisiana
$1.86M +$827K +15,305 +71%
Lido Advisors
79
Lido Advisors
California
$1.85M -$855K -15,820 -30%
IA
80
IFG Advisory
Georgia
$1.84M +$418K +7,745 +27%
Cetera Investment Advisers
81
Cetera Investment Advisers
Illinois
$1.82M -$1.65M -30,575 -46%
RRWA
82
Rainey & Randall Wealth Advisors
Florida
$1.81M +$126K +2,325 +7%
Creative Planning
83
Creative Planning
Kansas
$1.77M -$10.3K -190 -0.5%
OPWM
84
Oxinas Partners Wealth Management
Indiana
$1.69M +$1.18M +21,865 +189%
PAG
85
Private Advisory Group
Washington
$1.69M +$1.8M +33,355 New
OIA
86
OneDigital Investment Advisors
Kansas
$1.68M +$113K +2,085 +7%
FFN
87
Focus Financial Network
Minnesota
$1.66M +$689K +12,760 +64%
WS
88
Wedbush Securities
California
$1.65M +$200K +3,700 +13%
CIBC World Market
89
CIBC World Market
Ontario, Canada
$1.65M -$28.1K -520 -2%
ACM
90
AUA Capital Management
Pennsylvania
$1.64M -$156K -2,890 -8%
KA
91
Kovack Advisors
Florida
$1.62M -$10.3K -190 -0.6%
AAS
92
Avantax Advisory Services
Texas
$1.58M +$103K +1,900 +6%
MLIC
93
Mandatum Life Insurance Company
Finland
$1.57M
SPC
94
Sigma Planning Corp
Michigan
$1.54M +$106K +1,960 +7%
CA
95
Corrado Advisors
New Jersey
$1.52M +$6.48K +120 +0.4%
IWA
96
Icon Wealth Advisors
Texas
$1.51M +$1.62M +29,910 New
MIA
97
MMBG Investment Advisors
Florida
$1.47M +$91.8K +1,700 +6%
MCC
98
Money Concepts Capital
Florida
$1.43M -$40.5K -750 -3%
D
99
Dentgroup
Louisiana
$1.43M +$7.56K +140 +0.5%
PIMG
100
Patriot Investment Management Group
Tennessee
$1.42M +$706K +13,070 +87%

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.