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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
PFO
151
Pathstone Family Office
New Jersey
$796K +$425K +7,875 +100%
OWA
152
One Wealth Advisors
California
$773K +$594K +11,000 +257%
GT
153
Glenview Trust
Kentucky
$768K -$206K -3,815 -20%
VFG
154
V2 Financial group
Illinois
$759K
HA
155
HFG Advisors
Ohio
$757K
PWM
156
Perigon Wealth Management
California
$744K +$528K +9,770 +198%
DADC
157
D.A. Davidson & Co
Montana
$744K +$794K +14,700 New
VCM
158
Vivaldi Capital Management
Illinois
$740K +$29.4K +545 +4%
AIM
159
Acropolis Investment Management
Missouri
$733K
APA
160
American Portfolios Advisors
New York
$729K -$1.89K -35 -0.2%
VWA
161
V Wealth Advisors
Kansas
$715K +$81K +1,500 +12%
BDFN
162
Bond & Devick Financial Network
Minnesota
$706K +$32.1K +595 +4%
CFGS
163
Concourse Financial Group Securities
Alabama
$703K +$228K +4,225 +44%
SFS
164
Security Financial Services
Indiana
$699K -$1.02M -18,815 -58%
SI
165
Stephens Inc
Arkansas
$677K -$1.89K -35 -0.3%
MCM
166
MAI Capital Management
Ohio
$674K +$13K +240 +2%
Mercer Global Advisors
167
Mercer Global Advisors
Colorado
$672K +$327K +6,055 +84%
SC
168
Scotia Capital
Ontario, Canada
$670K -$68.9K -1,275 -9%
SWP
169
Stratos Wealth Partners
Ohio
$667K -$103K -1,915 -13%
AF
170
Apexium Financial
Texas
$666K +$711K +13,170 New
AIA
171
Armor Investment Advisors
North Carolina
$646K
CA
172
Cetera Advisors
Colorado
$644K +$23.8K +440 +4%
SMC
173
Smith, Moore & Co
Missouri
$639K +$68.9K +1,275 +11%
CBA
174
Coastal Bridge Advisors
Connecticut
$635K
GVAG
175
Great Valley Advisor Group
Delaware
$625K +$5.13K +95 +0.8%

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.