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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
GT
151
Glenview Trust
Kentucky
$942K +$78.6K +1,425 +9%
VCM
152
Vivaldi Capital Management
Illinois
$939K +$133K +2,415 +17%
HTC
153
Haverford Trust Company
Pennsylvania
$939K
SFS
154
Security Financial Services
Indiana
$937K +$148K +2,685 +19%
OWA
155
One Wealth Advisors
California
$918K +$49.4K +895 +6%
HI
156
Hudock Inc
Pennsylvania
$915K -$58.2K -1,055 -6%
KFP
157
KMG Fiduciary Partners
Ohio
$914K
SC
158
Scotia Capital
Ontario, Canada
$914K +$159K +2,875 +22%
TWC
159
TD Waterhouse Canada
Ontario, Canada
$909K -$41.4K -750 -5%
Baird Financial Group
160
Baird Financial Group
Wisconsin
$906K +$449K +8,145 +104%
NP
161
NorthRock Partners
Minnesota
$904K -$35K -635 -4%
SMWM
162
Silvia McColl Wealth Management
California
$897K +$872K +15,800 New
LWANC
163
Laurel Wealth Advisors (North Carolina)
North Carolina
$882K +$235K +4,255 +38%
LWM
164
Laidlaw Wealth Management
New York
$876K +$331K +5,995 +64%
T
165
TCWP
Ohio
$856K -$127K -2,300 -13%
VFG
166
V2 Financial group
Illinois
$851K
HA
167
HFG Advisors
Ohio
$849K
MCM
168
MAI Capital Management
Ohio
$845K +$87.2K +1,580 +12%
BlackRock
169
BlackRock
New York
$841K -$553K -10,015 -40%
BDFN
170
Bond & Devick Financial Network
Minnesota
$828K +$34.8K +630 +5%
GRP
171
Global Retirement Partners
California
$818K -$26.5K -480 -3%
CFGS
172
Concourse Financial Group Securities
Alabama
$812K +$22.6K +410 +3%
Corient Private Wealth
173
Corient Private Wealth
Florida
$787K +$747K +13,535 New
AIM
174
Acropolis Investment Management
Missouri
$786K -$34.5K -625 -4%
MCCA
175
Mill Creek Capital Advisors
Pennsylvania
$786K +$765K +13,855 New