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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
HIA
201
Harbor Investment Advisory
Maryland
$466K
MCA
202
Millennium Capital Advisors
Arkansas
$462K
HWM
203
HB Wealth Management
Georgia
$461K
BCFS
204
Butensky & Cohen Financial Security
Florida
$460K -$1.4K -25 -0.3%
WTC
205
WhitTier Trust Company
Nevada
$455K
MSFS
206
Main Street Financial Solutions
Pennsylvania
$451K +$1.12K +20 +0.3%
BPA
207
Beacon Pointe Advisors
California
$451K +$36.3K +650 +9%
LWM
208
Laidlaw Wealth Management
New York
$450K
RJT
209
Raymond James Trust
Florida
$449K +$2.51K +45 +0.6%
OCPWS
210
One Charles Private Wealth Services
Massachusetts
$449K +$434K +7,780 New
NSIM
211
North Star Investment Management
Illinois
$448K
WCG
212
Weaver Consulting Group
California
$440K
EIA
213
Eldridge Investment Advisors
New Hampshire
$433K
GLLW
214
Graves Light Lenhart Wealth
Virginia
$422K
NEWAS
215
N.E.W. Advisory Services
Wisconsin
$413K +$61.4K +1,100 +16%
FWCM
216
Ferguson Wellman Capital Management
Oregon
$407K
MCM
217
Manchester Capital Management
Vermont
$405K
Mercer Global Advisors
218
Mercer Global Advisors
Colorado
$405K +$45.5K +815 +13%
CS
219
Comerica Securities
Michigan
$405K +$50K +895 +15%
TNB
220
Thomasville National Bank
Georgia
$401K
IWM
221
IHT Wealth Management
Illinois
$400K -$27.6K -495 -7%
WANY
222
Wealthspire Advisors (New York)
New York
$400K +$558 +10 +0.1%
PA
223
Procyon Advisors
Connecticut
$390K
PWP
224
Principle Wealth Partners
Connecticut
$387K
CAGAS
225
Capital Advisory Group Advisory Services
Minnesota
$384K -$1.95K -35 -0.5%

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.