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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
GLLW
251
Graves Light Lenhart Wealth
Virginia
$410K
HI
252
Harbour Investments
Wisconsin
$405K +$27.2K +490 +7%
TRCT
253
Tower Research Capital (TRC)
New York
$404K -$133K -2,400 -25%
AMG
254
Advisors Management Group
Wisconsin
$404K -$47.5K -855 -11%
HNB
255
Huntington National Bank
Ohio
$402K
IP
256
Ignite Planners
California
$401K -$76.7K -1,380 -16%
SWM
257
Spire Wealth Management
Virginia
$399K +$3.33K +60 +0.8%
SAG
258
SageView Advisory Group
California
$399K +$395K +7,115 New
CIAS
259
Capital Investment Advisory Services
North Carolina
$397K +$556 +10 +0.1%
PWLP
260
Prio Wealth Limited Partnership
Massachusetts
$397K -$6.95K -125 -2%
AWM
261
Alterna Wealth Management
Texas
$395K
MCM
262
Manchester Capital Management
Vermont
$393K
NSIM
263
North Star Investment Management
Illinois
$392K
M&T Bank
264
M&T Bank
New York
$391K
FSA
265
Fort Sheridan Advisors
Illinois
$380K
HWM
266
HB Wealth Management
Georgia
$380K
CWM
267
Certus Wealth Management
California
$375K +$372K +6,695 New
CWA
268
Continuum Wealth Advisors
New York
$373K -$50.6K -910 -12%
WANY
269
Wealthspire Advisors (New York)
New York
$372K +$11.7K +210 +3%
PA
270
PFG Advisors
Arizona
$372K +$38.1K +685 +12%
LC
271
LCNB Corp
Ohio
$371K
AIM
272
Athena Investment Management
California
$367K
PWP
273
Principle Wealth Partners
Connecticut
$366K
BFEC
274
Benjamin F. Edwards & Company
Missouri
$364K +$7.5K +135 +2%
FHA
275
First Horizon Advisors
Tennessee
$359K -$32.8K -590 -8%

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.