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iShares US Healthcare ETF

488 hedge funds and large institutions have $1.56B invested in iShares US Healthcare ETF in 2022 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 165 increasing their positions, 105 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more call options, than puts

Call options by funds: $1.99M | Put options by funds: $284K

308% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 24

57% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 105

19% more capital invested

Capital invested by funds: $1.31B → $1.56B (+$245M)

15% more funds holding

Funds holding: 426488 (+62)

10.61% more ownership

Funds ownership: 223.67%234.28% (+11%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
488
Holders Change
+62
Holders Change %
+14.55%
% of All Funds
7.84%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
98
Increased
165
Reduced
105
Closed
24
Calls
$1.99M
Puts
$284K
Net Calls
+$1.7M
Net Calls Change
-$574K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$140M +$24.1M +436,695 +22%
Bank of America
2
Bank of America
North Carolina
$115M +$3.27M +59,325 +3%
LPL Financial
3
LPL Financial
California
$112M +$6.1M +110,625 +6%
UBS Group
4
UBS Group
Switzerland
$99.1M +$2.04M +36,925 +2%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$74.2M +$19.2M +347,430 +36%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$71.5M +$1.04M +18,920 +2%
Wells Fargo
7
Wells Fargo
California
$71.1M +$8.79M +159,195 +15%
Goldman Sachs
8
Goldman Sachs
New York
$43.7M -$19.5M -353,735 -31%
Osaic Holdings
9
Osaic Holdings
Arizona
$43.5M +$4.98M +90,230 +13%
Ameriprise
10
Ameriprise
Minnesota
$32.1M +$2.25M +40,725 +8%
RJA
11
Raymond James & Associates
Florida
$28.4M +$2.33M +42,195 +9%
JP Morgan Chase
12
JP Morgan Chase
New York
$24.3M +$20.7M +374,785 +690%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$24.3M +$446K +8,090 +2%
OC
14
Oakworth Capital
Alabama
$23.2M -$126K -2,275 -0.6%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$22.7M -$4.13M -74,840 -16%
HighTower Advisors
16
HighTower Advisors
Illinois
$21.4M -$207K -3,750 -1%
PCH
17
PGIM Custom Harvest
New Jersey
$16.3M +$15.8M +286,975 New
AWG
18
Alpha Wave Global
New York
$15.8M +$15.4M +278,885 New
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$15.3M +$3.49M +63,200 +31%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$15.2M +$757K +13,710 +5%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
21
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$14.2M +$13.8M +250,000 New
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$13.2M +$6.91M +125,240 +116%
UCFA
23
United Capital Financial Advisors
Texas
$12.6M -$181K -3,285 -1%
Manulife (Manufacturers Life Insurance)
24
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.4M -$52.2M -946,290 -82%
MML Investors Services
25
MML Investors Services
Massachusetts
$10.9M +$784K +14,205 +8%