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iShares US Healthcare ETF

420 hedge funds and large institutions have $1.14B invested in iShares US Healthcare ETF in 2022 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 137 increasing their positions, 105 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 105

6% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 36

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1% less funds holding

Funds holding: 423420 (-3)

2% less capital invested

Capital invested by funds: $1.16B → $1.14B (-$26.8M)

15.12% less ownership

Funds ownership: 216.27%201.15% (-15%)

Holders
420
Holders Change
-3
Holders Change %
-0.71%
% of All Funds
7.08%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
38
Increased
137
Reduced
105
Closed
36
Calls
$3.17M
Puts
Net Calls
+$3.17M
Net Calls Change
-$3.57M
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
176
Arkadios Wealth Advisors
Georgia
$558K +$45.6K +830 +9%
AA
177
Ancora Advisors
Ohio
$553K +$274 +5 +0%
ASBI
178
American State Bank (Iowa)
Iowa
$549K
OMC
179
Old Mission Capital
Illinois
$546K +$252K +4,595 +83%
LWANC
180
Laurel Wealth Advisors (North Carolina)
North Carolina
$544K +$65.9K +1,200 +13%
CWP
181
CFM Wealth Partners
Texas
$541K
Allianz Asset Management
182
Allianz Asset Management
Germany
$541K +$552K +10,050 New
BWM
183
Baystate Wealth Management
Massachusetts
$539K +$550K +10,020 New
MA
184
Montag & Associates
Georgia
$538K
PNC
185
Park National Corp
Ohio
$538K
AIC
186
Archer Investment Corporation
Indiana
$529K
CFGS
187
Concourse Financial Group Securities
Alabama
$520K -$121K -2,200 -19%
LWM
188
Laidlaw Wealth Management
New York
$519K +$102K +1,855 +24%
ATPW
189
Ashton Thomas Private Wealth
Arizona
$517K +$528K +9,620 New
Simplex Trading
190
Simplex Trading
Illinois
$510K +$522K +9,500 New
GPA
191
Guidance Point Advisors
Massachusetts
$501K +$1.1K +20 +0.2%
V
192
Veritable
Delaware
$500K
FHC
193
First Heartland Consultants
Missouri
$490K +$274 +5 +0.1%
RRA
194
Round Rock Advisors
Connecticut
$488K +$23.6K +430 +5%
BAM
195
Belpointe Asset Management
Nevada
$477K -$75.8K -1,380 -13%
MCA
196
Millennium Capital Advisors
Arkansas
$471K +$41.2K +750 +9%
SBL
197
Sargent Bickham Lagudis
Colorado
$470K -$18.4K -335 -4%
OC
198
Oppenheimer & Co
New York
$469K -$23.3K -425 -5%
HA
199
HYA Advisors
Missouri
$461K +$823 +15 +0.2%
MAG
200
MRA Advisory Group
New Jersey
$458K +$274 +5 +0.1%

IYH Hedge Fund Activity: Q2 2022 in Review

420 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q2 2022, worth a combined $1.14B — down 2.3% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new IYH positions and 36 closed out — a net gain of 2 holders — while 137 added to existing stakes and 105 trimmed.

The largest buyer was Jane Street, adding an estimated $10.5M. The largest seller was CFS Investment Advisory Services, cutting an estimated $106M.

  • 420 institutional investors held iShares US Healthcare ETF (IYH) as of Q2 2022, down from 423 in Q1 2022.
  • Funds reported $1.14B of iShares US Healthcare ETF stock for Q2 2022, down 2.3% quarter-over-quarter.
  • 38 funds opened new iShares US Healthcare ETF positions in Q2 2022 and 36 closed out, a net change of +2 holders.
  • The largest iShares US Healthcare ETF buyer in Q2 2022 was Jane Street, an estimated $10.5M added.
  • The largest iShares US Healthcare ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $106M sold.

Based on aggregated 13F filings for Q2 2022.