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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
BAAM
276
Baker Avenue Asset Management
California
$357K
PA
277
Procyon Advisors
Connecticut
$350K
JWCA
278
J.W. Cole Advisors
Florida
$350K -$1.26M -22,625 -78%
KIA
279
KCM Investment Advisors
California
$349K
AssetMark Inc
280
AssetMark Inc
California
$344K +$80.6K +1,450 +31%
PHAM
281
Palisades Hudson Asset Management
Florida
$343K +$556 +10 +0.2%
FAM
282
Family Asset Management
South Carolina
$342K +$3.89K +70 +1%
WP
283
WealthShield Partners
North Carolina
$342K +$9.17K +165 +3%
FFA
284
Farther Finance Advisors
California
$337K +$61.1K +1,100 +22%
AFO
285
Arrowroot Family Office
California
$333K -$98.6K -1,775 -23%
BPWM
286
Badgley Phelps Wealth Managers
Washington
$329K
RWP
287
RWA Wealth Partners
Massachusetts
$328K +$325K +5,855 New
IA
288
IFP Advisors
Florida
$323K +$11.7K +210 +4%
AF
289
Allworth Financial
California
$322K -$27.2K -490 -8%
TSWM
290
Tyler-Stone Wealth Management
Ohio
$321K +$318K +5,730 New
SSB
291
Sandy Spring Bank
Maryland
$319K -$2.5K -45 -0.8%
AHC
292
Adell Harriman & Carpenter
Texas
$318K
API
293
Advisor Partners II
California
$318K +$11.4K +205 +4%
WCG
294
Weaver Consulting Group
California
$317K -$5.56K -100 -2%
AWM
295
Apollon Wealth Management
South Carolina
$317K +$314K +5,650 New
FMWA
296
Forvis Mazars Wealth Advisors
Missouri
$315K
SC
297
Sierra Capital
Florida
$309K
IC
298
IEQ Capital
California
$306K +$303K +5,460 New
CCM
299
Colorado Capital Management
Colorado
$305K
GIA
300
Goodwin Investment Advisory
Georgia
$304K -$5.56K -100 -2%

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.