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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
VWA
176
V Wealth Advisors
Kansas
$781K -$20.1K -365 -3%
SRWM
177
Shira Ridge Wealth Management
California
$769K +$748K +13,555 New
DADC
178
D.A. Davidson & Co
Montana
$769K -$63.7K -1,155 -8%
SWP
179
Stratos Wealth Partners
Ohio
$759K +$10.8K +195 +1%
AF
180
Apexium Financial
Texas
$748K +$552 +10 +0.1%
FAM
181
Family Asset Management
South Carolina
$746K +$725K +13,145 New
HWA
182
Heritage Wealth Advisors
Virginia
$746K -$607K -11,005 -46%
SMC
183
Smith, Moore & Co
Missouri
$738K +$20.4K +370 +3%
SI
184
Stephens Inc
Arkansas
$737K -$20.7K -375 -3%
WMWM
185
Whitaker-Myers Wealth Managers
Ohio
$733K +$713K +12,925 New
AIA
186
Armor Investment Advisors
North Carolina
$725K
GVAG
187
Great Valley Advisor Group
Delaware
$724K +$21.8K +395 +3%
CBA
188
Coastal Bridge Advisors
Connecticut
$712K
Prudential Financial
189
Prudential Financial
New Jersey
$702K -$12.7M -229,340 -95%
MSAM
190
Moloney Securities Asset Management
Missouri
$700K +$680K +12,330 New
KFS
191
Kelly Financial Services
Massachusetts
$690K +$37K +670 +6%
William Blair & Company
192
William Blair & Company
Illinois
$686K -$5.52K -100 -0.8%
RIA
193
Regal Investment Advisors
Michigan
$684K +$59K +1,070 +10%
CAM
194
Cozad Asset Management
Illinois
$671K
NRI
195
NFP Retirement Inc
California
$670K
Carson Wealth (CWM LLC)
196
Carson Wealth (CWM LLC)
Nebraska
$669K -$9.38K -170 -1%
GJIA
197
Glass Jacobson Investment Advisors
Maryland
$663K +$645K +11,680 New
GWM
198
Gray Wealth Management
Maine
$646K +$1.1K +20 +0.2%
AWA
199
Arkadios Wealth Advisors
Georgia
$646K +$38.9K +705 +7%
BFAG
200
Blackston Financial Advisory Group
Florida
$646K +$13.2K +240 +2%