We are live on ! Find out more
IYH icon

iShares US Healthcare ETF

474 hedge funds and large institutions have $1.49B invested in iShares US Healthcare ETF in 2023 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 149 increasing their positions, 141 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

495% more call options, than puts

Call options by funds: $3.67M | Put options by funds: $617K

11% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 38

6% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 141

3% more capital invested

Capital invested by funds: $1.44B → $1.49B (+$48.7M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0% less funds holding

Funds holding: 475474 (-1)

0.76% less ownership

Funds ownership: 233.81%233.05% (-0.76%)

Holders
474
Holders Change
-1
Holders Change %
-0.21%
% of All Funds
7.44%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
42
Increased
149
Reduced
141
Closed
38
Calls
$3.67M
Puts
$617K
Net Calls
+$3.05M
Net Calls Change
+$2.26M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
226
Savant Capital
Illinois
$518K -$41.4K -745 -7%
LWM
227
Laidlaw Wealth Management
New York
$507K -$65K -1,170 -11%
WAL
228
W Advisors LLC
Tennessee
$498K -$1.67K -30 -0.3%
V
229
Veritable
Delaware
$487K -$27.8K -500 -5%
VWA
230
Visionary Wealth Advisors
Illinois
$479K -$75.3K -1,355 -14%
CW
231
CreativeOne Wealth
Kansas
$472K +$48.3K +870 +12%
BSW
232
Buckingham Strategic Wealth
Missouri
$470K +$213K +3,840 +85%
MCA
233
Millennium Capital Advisors
Arkansas
$462K
TNB
234
Thomasville National Bank
Georgia
$462K +$28.9K +520 +7%
MWM
235
Modera Wealth Management
New Jersey
$456K +$148K +2,665 +49%
OC
236
Oppenheimer & Co
New York
$456K -$556 -10 -0.1%
KCFA
237
Key Client Fiduciary Advisors
New Jersey
$455K +$18.1K +325 +4%
Koshinski Asset Management
238
Koshinski Asset Management
Illinois
$455K -$5.28K -95 -1%
IWM
239
IHT Wealth Management
Illinois
$455K -$5.28K -95 -1%
HIA
240
Harbor Investment Advisory
Maryland
$452K
GWM
241
Geneos Wealth Management
Colorado
$451K +$42.2K +760 +10%
FMC
242
First Merchants Corp
Indiana
$446K -$41.7K -750 -9%
WTC
243
WhitTier Trust Company
Nevada
$441K
TA
244
TrueWealth Advisors
Alabama
$440K -$1.17M -21,140 -73%
Bank of New York Mellon
245
Bank of New York Mellon
New York
$440K +$45.8K +825 +12%
EIA
246
Eldridge Investment Advisors
New Hampshire
$421K
PNC
247
Park National Corp
Ohio
$420K
WA
248
Wealth Alliance
New York
$419K +$49.5K +890 +14%
FUBT
249
First United Bank & Trust
Maryland
$418K -$11.1K -200 -3%
BPA
250
Beacon Pointe Advisors
California
$412K -$290K -5,215 -41%

IYH Hedge Fund Activity: Q2 2023 in Review

474 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q2 2023, worth a combined $1.49B — up 3.4% from $1.44B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new IYH positions and 38 closed out — a net gain of 4 holders — while 149 added to existing stakes and 141 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $17.6M. The largest seller was Money Concepts Capital, cutting an estimated $19.7M.

  • 474 institutional investors held iShares US Healthcare ETF (IYH) as of Q2 2023, down from 475 in Q1 2023.
  • Funds reported $1.49B of iShares US Healthcare ETF stock for Q2 2023, up 3.4% quarter-over-quarter.
  • 42 funds opened new iShares US Healthcare ETF positions in Q2 2023 and 38 closed out, a net change of +4 holders.
  • The largest iShares US Healthcare ETF buyer in Q2 2023 was Manulife (Manufacturers Life Insurance), an estimated $17.6M added.
  • The largest iShares US Healthcare ETF seller in Q2 2023 was Money Concepts Capital, an estimated $19.7M sold.

Based on aggregated 13F filings for Q2 2023.