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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
Morgan Stanley
1
Morgan Stanley
New York
$100M +$3.68M +67,060 +4%
Bank of America
2
Bank of America
North Carolina
$97.2M -$775K -14,125 -0.8%
LPL Financial
3
LPL Financial
California
$85M +$4.92M +89,550 +6%
UBS Group
4
UBS Group
Switzerland
$79.1M +$3.32M +60,555 +4%
Wells Fargo
5
Wells Fargo
California
$56.5M +$5.55M +101,010 +11%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$46.9M -$1.24M -22,580 -3%
Goldman Sachs
7
Goldman Sachs
New York
$46.8M +$4.51M +82,070 +10%
Osaic Holdings
8
Osaic Holdings
Arizona
$27.9M +$680K +12,390 +2%
Manulife (Manufacturers Life Insurance)
9
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$27.6M -$23.1M -420,175 -45%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$26.4M +$2.39M +43,555 +10%
RJA
11
Raymond James & Associates
Florida
$22.8M +$3.89M +70,835 +20%
OC
12
Oakworth Capital
Alabama
$22.1M +$245K +4,460 +1%
HighTower Advisors
13
HighTower Advisors
Illinois
$20M -$622K -11,325 -3%
Ameriprise
14
Ameriprise
Minnesota
$18.9M +$2.75M +50,090 +17%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$18.4M +$2.18M +39,690 +13%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$17.5M +$410K +7,460 +2%
UCFA
17
United Capital Financial Advisors
Texas
$11.4M -$84K -1,530 -0.7%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$11.1M +$4.74M +86,320 +72%
Prudential Financial
19
Prudential Financial
New Jersey
$11M +$1.67M +30,400 +18%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$10.8M -$147K -2,670 -1%
Jane Street
21
Jane Street
New York
$10.7M +$10.5M +190,605 +2,164%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$10.3M +$3.27M +59,535 +45%
SFG
23
Sowa Financial Group
Rhode Island
$8.99M +$54.1K +985 +0.6%
MCM
24
Murphy Capital Management
New Jersey
$8.14M -$112K -2,045 -1%
Citadel Advisors
25
Citadel Advisors
Florida
$7.24M +$7.18M +130,775 +3,492%

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.