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IYH icon

Barings’s iShares US Healthcare ETF IYH Stock Holding History

Barings’s Portfolio IYH Stock Details IYH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-167,365
Closed -$9.5M – 177
2022
Q4 		$9.5M Hold
167,365
– – 0.34% 50
2022
Q3 		$8.47M Buy
167,365
+108,680
+185% +$5.87M 0.34% 48
2022
Q2 		$3.16M Buy
+58,685
New +$3.22M 0.11% 99
2019
Q1 		– Sell
-99,905
Closed -$3.61M – 736
2018
Q4 		$3.61M Sell
99,905
-121,710
-55% -$4.66M 0.06% 169
2018
Q3 		$8.99M Buy
+221,615
New +$8.55M 0.13% 125

Other funds holding IYH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Barings's IYH Position: Q1 2023 in Review

Barings sold out of iShares US Healthcare ETF (IYH) in Q1 2023, closing a stake of 167,365 shares — an estimated $9.5M sold.

Barings first reported a position in IYH in Q3 2018 and held it in 5 quarters. The position peaked at $9.5M in Q4 2022. 474 funds tracked by Wall St. Rank hold IYH as of Q1 2023.

  • Barings reported no remaining iShares US Healthcare ETF position as of Q1 2023 after selling out during the quarter.
  • Barings sold 167,365 iShares US Healthcare ETF shares in Q1 2023, an estimated $9.5M.
  • Barings first reported a position in iShares US Healthcare ETF in Q3 2018 and held it in 5 quarters.
  • Barings's iShares US Healthcare ETF position peaked at $9.5M in Q4 2022.
  • 474 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2023.

Based on Barings's 13F filing for Q1 2023, filed 9 May 2023.