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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
AIC
176
Archer Investment Corporation
Indiana
$579K
PNC
177
Park National Corp
Ohio
$578K -$69.8K -1,250 -11%
MA
178
Montag & Associates
Georgia
$578K
VWA
179
Visionary Wealth Advisors
Illinois
$571K
Carson Wealth (CWM LLC)
180
Carson Wealth (CWM LLC)
Nebraska
$561K +$3.07K +55 +0.6%
AWA
181
Arkadios Wealth Advisors
Georgia
$551K +$245K +4,380 +85%
SS
182
Sunbelt Securities
Texas
$549K +$23.4K +420 +5%
V
183
Veritable
Delaware
$537K
GPA
184
Guidance Point Advisors
Massachusetts
$537K +$18.4K +330 +4%
USCWA
185
U.S. Capital Wealth Advisors
Texas
$531K +$27.1K +485 +6%
OC
186
Oppenheimer & Co
New York
$528K +$49.1K +880 +11%
FHC
187
First Heartland Consultants
Missouri
$526K +$558 +10 +0.1%
SBL
188
Sargent Bickham Lagudis
Colorado
$524K -$5.58K -100 -1%
LWANC
189
Laurel Wealth Advisors (North Carolina)
North Carolina
$515K -$11.2K -200 -2%
Jane Street
190
Jane Street
New York
$509K -$186K -3,335 -27%
KPW
191
Kore Private Wealth
New York
$509K +$89.3K +1,600 +22%
WEPOG
192
Wealth Enhancement & Preservation of GA
Georgia
$506K +$81.8K +1,465 +20%
RRA
193
Round Rock Advisors
Connecticut
$500K
HA
194
HYA Advisors
Missouri
$494K +$837 +15 +0.2%
MAG
195
MRA Advisory Group
New Jersey
$492K +$279 +5 +0.1%
FUBT
196
First United Bank & Trust
Maryland
$489K -$50.2K -900 -10%
AWM
197
Alterna Wealth Management
Texas
$477K -$499K -8,940 -52%
Baird Financial Group
198
Baird Financial Group
Wisconsin
$476K -$197K -3,525 -30%
Koshinski Asset Management
199
Koshinski Asset Management
Illinois
$474K +$50.2K +900 +12%
AMG
200
Advisors Management Group
Wisconsin
$466K

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.