We are live on ! Find out more
IYH icon

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
Morgan Stanley
1
Morgan Stanley
New York
$103M +$8.79M +162,800 +9%
Bank of America
2
Bank of America
North Carolina
$99.7M +$8.79M +162,735 +9%
LPL Financial
3
LPL Financial
California
$94.6M +$15.7M +290,045 +18%
UBS Group
4
UBS Group
Switzerland
$86.5M +$12.9M +239,540 +16%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$62.8M +$48.5M +898,045 +262%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$58.1M +$34.3M +635,275 +124%
Goldman Sachs
7
Goldman Sachs
New York
$56.9M +$13.7M +253,390 +29%
Wells Fargo
8
Wells Fargo
California
$55.4M +$2.43M +44,990 +4%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$48.6M +$4.8M +88,925 +10%
Osaic Holdings
10
Osaic Holdings
Arizona
$34.2M +$8.54M +158,090 +31%
Ameriprise
11
Ameriprise
Minnesota
$26.3M +$9.43M +174,600 +50%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$24M -$916K -16,955 -3%
RJA
13
Raymond James & Associates
Florida
$23.2M +$1.79M +33,115 +8%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$21.2M +$5.1M +94,475 +29%
OC
15
Oakworth Capital
Alabama
$20.8M +$8.91K +165 +0%
HighTower Advisors
16
HighTower Advisors
Illinois
$19.3M +$481K +8,910 +2%
5L
17
55I LLC
Massachusetts
$13.7M +$7.61M +140,935 +108%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$12.9M +$2.61M +48,230 +23%
BNP Paribas Financial Markets
19
BNP Paribas Financial Markets
France
$12.8M +$13.5M +250,425 +9,859%
Prudential Financial
20
Prudential Financial
New Jersey
$12.4M +$2.05M +37,905 +19%
UCFA
21
United Capital Financial Advisors
Texas
$11.4M +$683K +12,635 +6%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$10.5M +$315K +5,840 +3%
MML Investors Services
23
MML Investors Services
Massachusetts
$8.99M +$3.25M +60,150 +51%
SFG
24
Sowa Financial Group
Rhode Island
$8.71M +$271K +5,020 +3%
B
25
Barings
North Carolina
$8.47M +$5.87M +108,680 +185%

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.