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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
CSC
326
Caldwell Sutter Capital
California
$253K +$77.5K +1,395 +45%
CIG
327
Cascade Investment Group
Colorado
$252K
NCM
328
Northwest Capital Management
Oregon
$251K
MCM
329
Mendel Capital Management
Arkansas
$250K +$248K +4,460 New
SCG
330
Sonata Capital Group
Washington
$249K
XSC
331
X-Square Capital
Puerto Rico
$246K
LFAS
332
Level Four Advisory Services
Texas
$246K -$9.72K -175 -4%
MFA
333
Mayflower Financial Advisors
Massachusetts
$244K +$11.4K +205 +5%
SFG
334
SNS Financial Group
Minnesota
$241K
SWA
335
Stratos Wealth Advisors
Ohio
$239K +$237K +4,260 New
MFGM
336
Marshall Financial Group (Maryland)
Maryland
$238K +$278 +5 +0.1%
MLA
337
My Legacy Advisors
Oregon
$236K +$239K +4,305 New
KWS
338
Keystone Wealth Services
California
$236K -$40.8K -735 -15%
AF
339
Advisornet Financial
Minnesota
$236K +$21.7K +390 +10%
PP
340
Patten & Patten
Tennessee
$235K
FCI
341
Financial Counselors Inc
Kansas
$231K -$20.8K -375 -8%
AG
342
Ascent Group
Virginia
$229K +$224K +4,040 New
BA
343
Bristlecone Advisors
Washington
$228K
SFG
344
Sunburst Financial Group
Alabama
$227K
FA
345
Fountainhead AM
New Jersey
$226K +$10K +180 +5%
CMI
346
Clare Market Investments
Texas
$224K
TAM
347
Trillium Asset Management
Massachusetts
$224K
SWM
348
SeaCrest Wealth Management
New York
$223K +$278 +5 +0.1%
BCM
349
Brookstone Capital Management
Illinois
$220K -$29.5K -530 -12%
PFO
350
Pathstone Family Office
New Jersey
$218K +$834 +15 +0.4%

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.