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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
PFS
101
Prospera Financial Services
Texas
$1.21M +$231K +4,135 +25%
AA
102
Apriem Advisors
California
$1.21M +$48K +860 +4%
VA
103
Valmark Advisers
Ohio
$1.21M -$12K -215 -1%
FA
104
Fortis Advisors
Pennsylvania
$1.21M +$2.51K +45 +0.2%
FFN
105
Focus Financial Network
Minnesota
$1.17M +$246K +4,415 +28%
KCA
106
Karn Couzens & Associates
Connecticut
$1.16M +$14K +250 +1%
FDCDDQ
107
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.14M -$60K -1,075 -5%
GT
108
Glenview Trust
Kentucky
$1.14M -$22.6K -405 -2%
AW
109
ACG Wealth
Georgia
$1.13M -$21.8K -390 -2%
CAPTRUST Financial Advisors
110
CAPTRUST Financial Advisors
North Carolina
$1.08M -$133K -2,375 -11%
PD
111
Planning Directions
Pennsylvania
$1.06M +$87.9K +1,575 +9%
KFP
112
KMG Fiduciary Partners
Ohio
$1.05M +$104K +1,855 +11%
BCWM
113
Bartlett & Co Wealth Management
Ohio
$1.05M +$62.8K +1,125 +7%
BC
114
Bartlett & Co
Ohio
$1.05M +$62.8K +1,125 +7%
PA
115
Pinnacle Associates
New York
$1.04M
NP
116
NorthRock Partners
Minnesota
$1.01M -$93.5K -1,675 -9%
ASN
117
Advisory Services Network
Georgia
$1.01M +$149K +2,675 +18%
CAN
118
Cetera Advisor Networks
California
$994K +$152K +2,715 +19%
AFC
119
AFT Forsyth & Company
Florida
$991K +$94.1K +1,685 +11%
SFS
120
Security Financial Services
Indiana
$968K +$936K +16,760 New
DC
121
Davenport & Co
Virginia
$881K +$26.2K +470 +3%
VFG
122
V2 Financial group
Illinois
$866K
HA
123
HFG Advisors
Ohio
$865K +$54.1K +970 +7%
TC
124
Telemus Capital
Michigan
$861K +$18.1K +325 +2%
HNB
125
Huntington National Bank
Ohio
$857K

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.