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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
GFP
301
Gryphon Financial Partners
Ohio
$302K -$30.3K -545 -9%
TF
302
TIAA FSB
Florida
$302K -$1.11K -20 -0.4%
SG
303
Sharper & Granite
California
$297K -$15.3K -275 -5%
GPA
304
Garrison Point Advisors
California
$291K -$5.56K -100 -2%
KC
305
Kenfarb & Co
Kentucky
$288K -$50.8K -915 -15%
BCFS
306
Butensky & Cohen Financial Security
Florida
$284K -$3.33K -60 -1%
KTC
307
Kistler-Tiffany Companies
Pennsylvania
$281K
BPC
308
Banque Pictet & Cie
Switzerland
$280K
CSIC
309
Clifford Swan Investment Counsel
California
$280K
MM
310
Meridian Management
Arkansas
$280K
REMPR
311
Roof Eidam Maycock Peralta (REMP)
California
$280K
FHC
312
First Heartland Consultants
Missouri
$279K -$7.5K -135 -3%
PIAS
313
PCA Investment Advisory Services
Ohio
$275K +$2.78K +50 +1%
RWA
314
Ropes Wealth Advisors
Massachusetts
$273K
FA
315
Flagstar Advisors
New York
$271K +$556 +10 +0.2%
CT
316
Caldwell Trust
Florida
$269K
MOS
317
MGO One Seven
Ohio
$268K -$1.03M -18,535 -79%
LWM
318
Liberty Wealth Management
California
$267K +$52K +935 +24%
CPIG
319
Chicago Partners Investment Group
Illinois
$266K +$278 +5 +0.1%
GW
320
GW & Wade
Massachusetts
$264K
FLPIM
321
F.L. Putnam Investment Management
Massachusetts
$261K +$13.3K +240 +5%
EL
322
EQ LLC
Washington
$256K +$254K +4,565 New
FPAS
323
Focus Partners Advisor Solutions
Missouri
$255K +$253K +4,550 New
KPWS
324
Kestra Private Wealth Services
Texas
$254K +$24.7K +445 +11%
QPWM
325
Quadrant Private Wealth Management
Pennsylvania
$254K +$27.5K +495 +12%

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.