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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
Bank of America
1
Bank of America
North Carolina
$105M -$15.7M -281,540 -13%
Morgan Stanley
2
Morgan Stanley
New York
$104M -$5.67M -101,600 -5%
LPL Financial
3
LPL Financial
California
$86.1M +$19.4M +347,305 +30%
UBS Group
4
UBS Group
Switzerland
$81.5M +$2.47M +44,235 +3%
Wells Fargo
5
Wells Fargo
California
$54.8M -$8.99M -160,995 -15%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$53.9M -$19M -340,660 -27%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$51.6M -$5M -89,640 -9%
Goldman Sachs
8
Goldman Sachs
New York
$45.6M +$3.36M +60,180 +8%
Osaic Holdings
9
Osaic Holdings
Arizona
$28.4M -$606K -10,860 -2%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$25.9M +$17.3K +310 +0.1%
OC
11
Oakworth Capital
Alabama
$23.5M +$1.12M +20,090 +5%
HighTower Advisors
12
HighTower Advisors
Illinois
$22.1M -$193K -3,455 -0.9%
RJA
13
Raymond James & Associates
Florida
$20.4M -$3.72M -66,640 -16%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$18.3M +$132K +2,370 +0.8%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$17.5M -$2.73M -48,985 -14%
Ameriprise
16
Ameriprise
Minnesota
$17.4M +$5.12M +91,710 +44%
UCFA
17
United Capital Financial Advisors
Texas
$12.3M +$376K +6,730 +3%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$11.8M +$7.12M +127,550 +168%
Prudential Financial
19
Prudential Financial
New Jersey
$10M -$179M -3,213,100 -95%
SFG
20
Sowa Financial Group
Rhode Island
$9.6M +$64.2K +1,150 +0.7%
MCM
21
Murphy Capital Management
New Jersey
$8.86M -$128K -2,285 -1%
GLA
22
Great Lakes Advisors
Illinois
$7.67M -$24K -430 -0.3%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$7.58M +$573K +10,270 +8%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$6.94M +$465K +8,325 +7%
SCA
25
Stillwater Capital Advisors
Pennsylvania
$6.94M -$33.2K -595 -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.