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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
OWA
151
One Wealth Advisors
California
$689K +$666K +11,935 New
CFGS
152
Concourse Financial Group Securities
Alabama
$686K -$62K -1,110 -9%
CAM
153
Cozad Asset Management
Illinois
$683K +$60K +1,075 +10%
NRI
154
NFP Retirement Inc
California
$682K +$660K +11,815 New
GWM
155
Gray Wealth Management
Maine
$670K +$558 +10 +0.1%
CF
156
Centaurus Financial
California
$662K +$63.1K +1,130 +11%
SMC
157
Smith, Moore & Co
Missouri
$656K
William Blair & Company
158
William Blair & Company
Illinois
$653K +$61.7K +1,105 +11%
OPWM
159
Oxinas Partners Wealth Management
Indiana
$631K +$37.1K +665 +6%
EH
160
Equitable Holdings
New York
$629K -$36.8K -660 -6%
LNC
161
Lincoln National Corp
Pennsylvania
$629K +$32.9K +590 +6%
CA
162
Cetera Advisors
Colorado
$626K -$21.5K -385 -3%
GVAG
163
Great Valley Advisor Group
Delaware
$624K +$9.77K +175 +2%
MC
164
Moors & Cabot
Massachusetts
$623K +$2.23K +40 +0.4%
WB
165
WesBanco Bank
West Virginia
$617K -$128K -2,295 -18%
NWM
166
Nauset Wealth Management
Connecticut
$609K +$126K +2,250 +27%
AGAM
167
Audent Global Asset Management
California
$608K -$7.94M -142,300 -93%
TP
168
Tranquility Partners
Tennessee
$607K
RIA
169
Regal Investment Advisors
Michigan
$601K +$279 +5 +0%
AA
170
Ancora Advisors
Ohio
$594K +$279 +5 +0%
BAM
171
Belpointe Asset Management
Nevada
$590K -$5.58K -100 -1%
ASBI
172
American State Bank (Iowa)
Iowa
$590K -$33.5K -600 -6%
SWM
173
Spire Wealth Management
Virginia
$583K -$3.07K -55 -0.5%
CWP
174
CFM Wealth Partners
Texas
$581K
FMC
175
First Merchants Corp
Indiana
$579K -$29.3K -525 -5%

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.