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iShares US Healthcare ETF

483 hedge funds and large institutions have $1.22B invested in iShares US Healthcare ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 119 increasing their positions, 179 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.35% more ownership

Funds ownership: 44.47%44.81% (+0.35%)

3% less funds holding

Funds holding: 497483 (-14)

14% less capital invested

Capital invested by funds: $1.42B → $1.22B (-$201M)

19% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 47

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

34% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 179

Holders
483
Holders Change
-14
Holders Change %
-2.82%
% of All Funds
6.36%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
38
Increased
119
Reduced
179
Closed
47
Calls
$277K
Puts
Net Calls
+$277K
Net Calls Change
+$68K
Name Holding Trade Value Shares
Change
Change in
Stake
BIG
276
Brookwood Investment Group
Arizona
$318K
SWG
277
Summit Wealth Group
Vermont
$315K +$315K +5,579 New
AWM
278
Apollon Wealth Management
South Carolina
$314K +$56 +1 +0%
B
279
Bailard
California
$311K +$20K +355 +7%
FMWA
280
Forvis Mazars Wealth Advisors
Missouri
$311K -$7.05K -125 -2%
CIAS
281
Capital Investment Advisory Services
North Carolina
$310K -$5.08K -90 -2%
AUB
282
Atlantic Union Bankshares
Virginia
$310K +$309K +5,485 New
MWM
283
Meridian Wealth Management
Kentucky
$309K +$226 +4 +0.1%
IC
284
IEQ Capital
California
$308K
CCM
285
Colorado Capital Management
Colorado
$308K
BA
286
Bristlecone Advisors
Washington
$308K
TIAA Trust, National Association
287
TIAA Trust, National Association
North Carolina
$304K
TA
288
TPG Advisors
Illinois
$304K
SXL
289
Summit X LLC
Missouri
$295K -$17.8K -315 -6%
HWM
290
HB Wealth Management
Georgia
$295K
CC
291
Courier Capital
New York
$295K
MPIA
292
Milestones Private Investment Advisors
New York
$289K +$288K +5,115 New
CKAIS
293
Christensen King & Associates Investment Services
Washington
$289K
RFN
294
Redwood Financial Network
Ohio
$288K +$14.2K +252 +5%
PS
295
Principal Securities
Iowa
$288K -$245K -4,346 -46%
MT
296
Midwest Trust
Kansas
$287K +$286K +5,076 New
GPA
297
Garrison Point Advisors
California
$286K -$5.64K -100 -2%
BPWM
298
Badgley Phelps Wealth Managers
Washington
$284K
SWM
299
Spire Wealth Management
Virginia
$283K -$70.9K -1,258 -20%
DADC
300
D.A. Davidson & Co
Montana
$283K -$18.7K -331 -6%

IYH Hedge Fund Activity: Q2 2025 in Review

483 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q2 2025, worth a combined $1.22B — down 14% from $1.42B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of IYH and 38 opened new positions — a net loss of 9 holders — while 179 trimmed existing stakes and 119 added.

The largest buyer was Two Sigma Investments, adding an estimated $8.55M. The largest seller was J. Safra Sarasin Holding, exiting entirely with an estimated $20.7M sold.

  • 483 institutional investors held iShares US Healthcare ETF (IYH) as of Q2 2025, down from 497 in Q1 2025.
  • Funds reported $1.22B of iShares US Healthcare ETF stock for Q2 2025, down 14% quarter-over-quarter.
  • 38 funds opened new iShares US Healthcare ETF positions in Q2 2025 and 47 closed out, a net change of -9 holders.
  • The largest iShares US Healthcare ETF buyer in Q2 2025 was Two Sigma Investments, an estimated $8.55M added.
  • The largest iShares US Healthcare ETF seller in Q2 2025 was J. Safra Sarasin Holding, an estimated $20.7M sold.

Based on aggregated 13F filings for Q2 2025.