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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
AFA
101
American Financial Advisors
Georgia
$1.42M +$1.19M +22,055 +368%
SB
102
Simmons Bank
Arkansas
$1.41M -$6.75K -125 -0.4%
EH
103
Equitable Holdings
New York
$1.41M +$883K +16,345 +143%
SMG
104
Spectrum Management Group
Indiana
$1.36M +$1.43M +26,535 +8,165%
GIA
105
Gladstone Institutional Advisory
Florida
$1.3M +$2.43K +45 +0.2%
Fidelity Investments
106
Fidelity Investments
Massachusetts
$1.3M +$28.4K +525 +2%
WEPOG
107
Wealth Enhancement & Preservation of GA
Georgia
$1.29M +$1.08M +19,925 +355%
PD
108
Planning Directions
Pennsylvania
$1.28M +$284K +5,250 +26%
CB
109
Commerce Bank
Missouri
$1.26M -$47.3K -875 -3%
BlackRock
110
BlackRock
New York
$1.26M +$1.34M +24,840 New
Rockefeller Capital Management
111
Rockefeller Capital Management
New York
$1.23M +$389K +7,205 +42%
HWA
112
Heritage Wealth Advisors
Virginia
$1.22M
CAPTRUST Financial Advisors
113
CAPTRUST Financial Advisors
North Carolina
$1.2M +$287K +5,315 +29%
TW
114
Transform Wealth
Colorado
$1.19M +$38.1K +705 +3%
US Bancorp
115
US Bancorp
Minnesota
$1.17M +$16.2K +300 +1%
JIC
116
Johnson Investment Counsel
Ohio
$1.16M -$177K -3,270 -12%
SWA
117
SOA Wealth Advisors
New York
$1.16M +$91.3K +1,690 +8%
MAG
118
MRA Advisory Group
New Jersey
$1.16M +$765K +14,160 +166%
AC
119
Allstate Corporation
Illinois
$1.15M +$1.23M +22,710 New
IFG
120
Independent Financial Group
California
$1.13M +$108K +2,005 +10%
VA
121
Valmark Advisers
Ohio
$1.11M -$50.5K -935 -4%
CFG
122
Citizens Financial Group
Rhode Island
$1.07M +$2.97K +55 +0.3%
Kayne Anderson Rudnick Investment Management
123
Kayne Anderson Rudnick Investment Management
California
$1.06M -$2.43K -45 -0.2%
FA
124
Fortis Advisors
Pennsylvania
$1.06M
CAG
125
Csenge Advisory Group
Florida
$1.06M +$38.6K +715 +4%

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.