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iShares US Healthcare ETF

488 hedge funds and large institutions have $1.56B invested in iShares US Healthcare ETF in 2022 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 165 increasing their positions, 105 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more call options, than puts

Call options by funds: $1.99M | Put options by funds: $284K

308% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 24

57% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 105

19% more capital invested

Capital invested by funds: $1.31B → $1.56B (+$245M)

15% more funds holding

Funds holding: 426488 (+62)

10.61% more ownership

Funds ownership: 223.67%234.28% (+11%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
488
Holders Change
+62
Holders Change %
+14.55%
% of All Funds
7.84%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
98
Increased
165
Reduced
105
Closed
24
Calls
$1.99M
Puts
$284K
Net Calls
+$1.7M
Net Calls Change
-$574K
Name Holding Trade Value Shares
Change
Change in
Stake
JIC
101
Johnson Investment Counsel
Ohio
$1.67M +$360K +6,525 +28%
MIA
102
MMBG Investment Advisors
Florida
$1.65M
AFA
103
American Financial Advisors
Georgia
$1.65M +$57.7K +1,045 +4%
IWA
104
Icon Wealth Advisors
Texas
$1.63M -$63.5K -1,150 -4%
PD
105
Planning Directions
Pennsylvania
$1.61M +$172K +3,115 +12%
D
106
Dentgroup
Louisiana
$1.57M -$8.83K -160 -0.6%
NA
107
NewEdge Advisors
Louisiana
$1.56M +$265K +4,805 +13%
PIMG
108
Patriot Investment Management Group
Tennessee
$1.56M -$6.9K -125 -0.4%
FHC
109
First Heartland Consultants
Missouri
$1.49M +$1.06M +19,190 +270%
CAG
110
Csenge Advisory Group
Florida
$1.48M +$288K +5,225 +25%
Fidelity Investments
111
Fidelity Investments
Massachusetts
$1.45M -$4.69K -85 -0.3%
GIA
112
Gladstone Institutional Advisory
Florida
$1.45M -$12.7K -230 -0.9%
TFA
113
Teamwork Financial Advisors
Texas
$1.43M +$358K +6,495 +35%
SB
114
Simmons Bank
Arkansas
$1.41M -$170K -3,080 -11%
Rockefeller Capital Management
115
Rockefeller Capital Management
New York
$1.41M +$27K +490 +2%
CB
116
Commerce Bank
Missouri
$1.41M -$9.93K -180 -0.7%
MPCL
117
My Personal CFO LLC
Washington
$1.4M +$1.1K +20 New
LNC
118
Lincoln National Corp
Pennsylvania
$1.39M +$404K +7,320 +42%
CWA
119
Continuum Wealth Advisors
New York
$1.39M +$1.35M +24,475 New
SWA
120
SOA Wealth Advisors
New York
$1.37M +$70.4K +1,275 +6%
VA
121
Valmark Advisers
Ohio
$1.36M +$108K +1,965 +9%
IFG
122
Independent Financial Group
California
$1.35M +$77K +1,395 +6%
TW
123
Transform Wealth
Colorado
$1.29M -$39.7K -720 -3%
CAPTRUST Financial Advisors
124
CAPTRUST Financial Advisors
North Carolina
$1.29M -$54.6K -990 -4%
KCM
125
KM Capital Management
Texas
$1.23M +$1.2M +21,655 New