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iShares US Healthcare ETF

426 hedge funds and large institutions have $1.31B invested in iShares US Healthcare ETF in 2022 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 163 increasing their positions, 87 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

562% more call options, than puts

Call options by funds: $2.68M | Put options by funds: $405K

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

87% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 87

47% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 30

22.52% more ownership

Funds ownership: 201.15%223.67% (+23%)

15% more capital invested

Capital invested by funds: $1.14B → $1.31B (+$174M)

1% more funds holding

Funds holding: 420426 (+6)

Holders
426
Holders Change
+6
Holders Change %
+1.43%
% of All Funds
7.34%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.14%
New
44
Increased
163
Reduced
87
Closed
30
Calls
$2.68M
Puts
$405K
Net Calls
+$2.28M
Net Calls Change
-$896K
Name Holding Trade Value Shares
Change
Change in
Stake
AA
201
Ancora Advisors
Ohio
$520K
ASBI
202
American State Bank (Iowa)
Iowa
$517K
SCA
203
Snowden Capital Advisors
New York
$516K +$551K +10,205 New
CWP
204
CFM Wealth Partners
Texas
$509K
BWM
205
Baystate Wealth Management
Massachusetts
$509K +$2.16K +40 +0.4%
PNC
206
Park National Corp
Ohio
$506K
VWA
207
Visionary Wealth Advisors
Illinois
$500K -$154K -2,850 -22%
AIC
208
Archer Investment Corporation
Indiana
$498K
FHA
209
First Horizon Advisors
Tennessee
$489K +$363K +6,720 +226%
LWM
210
Laidlaw Wealth Management
New York
$477K -$11.3K -210 -2%
GPA
211
Guidance Point Advisors
Massachusetts
$476K +$4.59K +85 +0.9%
BAM
212
Belpointe Asset Management
Nevada
$471K +$25.1K +465 +5%
V
213
Veritable
Delaware
$470K
TSS
214
Two Sigma Securities
New York
$469K +$500K +9,265 New
RRA
215
Round Rock Advisors
Connecticut
$467K +$7.83K +145 +2%
FMC
216
First Merchants Corp
Indiana
$466K +$59.7K +1,105 +14%
SBL
217
Sargent Bickham Lagudis
Colorado
$441K -$1.08K -20 -0.2%
MA
218
Mutual Advisors
Nebraska
$435K +$17.6K +325 +4%
OC
219
Oppenheimer & Co
New York
$422K -$20.3K -375 -4%
Koshinski Asset Management
220
Koshinski Asset Management
Illinois
$420K +$4.59K +85 +1%
AWM
221
Alterna Wealth Management
Texas
$418K
MCA
222
Millennium Capital Advisors
Arkansas
$417K -$27K -500 -6%
FUBT
223
First United Bank & Trust
Maryland
$414K -$13.5K -250 -3%
WAL
224
W Advisors LLC
Tennessee
$412K -$209K -3,860 -32%
AMG
225
Advisors Management Group
Wisconsin
$408K

IYH Hedge Fund Activity: Q3 2022 in Review

426 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q3 2022, worth a combined $1.31B — up 15% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new IYH positions and 30 closed out — a net gain of 14 holders — while 163 added to existing stakes and 87 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $48.5M. The largest seller was Jane Street, exiting entirely with an estimated $10.7M sold.

  • 426 institutional investors held iShares US Healthcare ETF (IYH) as of Q3 2022, up from 420 in Q2 2022.
  • Funds reported $1.31B of iShares US Healthcare ETF stock for Q3 2022, up 15% quarter-over-quarter.
  • 44 funds opened new iShares US Healthcare ETF positions in Q3 2022 and 30 closed out, a net change of +14 holders.
  • The largest iShares US Healthcare ETF buyer in Q3 2022 was Envestnet Asset Management, an estimated $48.5M added.
  • The largest iShares US Healthcare ETF seller in Q3 2022 was Jane Street, an estimated $10.7M sold.

Based on aggregated 13F filings for Q3 2022.