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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
NA
101
NewEdge Advisors
Louisiana
$1.16M +$1.18M +21,470 New
F
102
F3Logic
Minnesota
$1.14M -$123K -2,240 -10%
SWA
103
SOA Wealth Advisors
New York
$1.14M -$62.9K -1,145 -5%
Kayne Anderson Rudnick Investment Management
104
Kayne Anderson Rudnick Investment Management
California
$1.13M -$18.4K -335 -2%
AWM
105
AE Wealth Management
Kansas
$1.13M -$578K -10,525 -33%
DLCIG
106
D.L. Carlson Investment Group
New Hampshire
$1.13M -$22.5K -410 -2%
CFG
107
Citizens Financial Group
Rhode Island
$1.13M +$1.65K +30 +0.1%
FA
108
Fortis Advisors
Pennsylvania
$1.13M +$3.02K +55 +0.3%
IFG
109
Independent Financial Group
California
$1.1M -$51.9K -945 -4%
AA
110
Apriem Advisors
California
$1.09M -$41.2K -750 -4%
CAG
111
Csenge Advisory Group
Florida
$1.08M -$286K -5,205 -21%
PD
112
Planning Directions
Pennsylvania
$1.08M +$90.9K +1,655 +9%
FFN
113
Focus Financial Network
Minnesota
$1.07M -$13.2K -240 -1%
AW
114
ACG Wealth
Georgia
$1.05M +$274 +5 +0%
FDCDDQ
115
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.04M -$24.4K -445 -2%
GT
116
Glenview Trust
Kentucky
$1.02M -$39.5K -720 -4%
CAPTRUST Financial Advisors
117
CAPTRUST Financial Advisors
North Carolina
$991K -$13.7K -250 -1%
BC
118
Bartlett & Co
Ohio
$979K
BCWM
119
Bartlett & Co Wealth Management
Ohio
$979K
PA
120
Pinnacle Associates
New York
$968K
KFP
121
KMG Fiduciary Partners
Ohio
$936K -$45K -820 -4%
AFC
122
AFT Forsyth & Company
Florida
$924K +$1.65K +30 +0.2%
Rockefeller Capital Management
123
Rockefeller Capital Management
New York
$920K +$159K +2,895 +20%
HNB
124
Huntington National Bank
Ohio
$905K
NP
125
NorthRock Partners
Minnesota
$891K -$54.9K -1,000 -6%

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.