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iShares US Healthcare ETF
IYH

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: 5 → 5 (0)

0% less funds holding

Funds holding: 475 → 474 (-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

Top Buyers

Rank Fund Capital Flow
1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$17.6M
2
Morgan Stanley
Morgan Stanley
New York
+$15.8M
3
Goldman Sachs
Goldman Sachs
New York
+$7.47M
4
JP Morgan Chase
JP Morgan Chase
New York
+$5.68M
5
LPL Financial
LPL Financial
California
+$5.24M

Top Sellers

Rank Fund Capital Flow
1
MCC
Money Concepts Capital
Florida
-$19.7M
2
AWG
Alpha Wave Global
New York
-$15.2M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$9.46M
4
PFS
Prospera Financial Services
Texas
-$7.99M
5
Citadel Advisors
Citadel Advisors
Florida
-$7.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
351
Cypress Wealth Services
California
$217K -$14.2K -255 -6%
PBC
352
Pavion Blue Capital
California
$217K – – –
Bank Julius Baer & Co
353
Bank Julius Baer & Co
Switzerland
$217K -$4.17K -75 -2%
NP
354
Nilsine Partners
Colorado
$217K – – –
SFS
355
Summit Financial Strategies
Ohio
$214K – – –
ECM
356
Evergreen Capital Management
Washington
$214K +$212K +3,815 New
AIA
357
Arbor Investment Advisors
North Carolina
$213K – – –
NCM
358
Narwhal Capital Management
Georgia
$210K – – –
KWM
359
Kaydan Wealth Management
Michigan
$206K – – –
RA
360
RFG Advisory
Alabama
$205K +$203K +3,660 New
RW
361
REDW Wealth
New Mexico
$205K +$203K +3,655 New
CWM
362
Collaborative Wealth Management
Florida
$203K +$202K +3,630 New
JE
363
JMAC Enterprises
Pennsylvania
$203K -$15.8K -285 -7%
OCM
364
Objective Capital Management
Ohio
$202K +$201K +3,610 New
OWA
365
Outlook Wealth Advisors
Texas
$201K +$199K +3,590 New
CCA
366
Column Capital Advisors
Indiana
$199K – – –
OP
367
ORG Partners
Indiana
$199K +$199K +3,580 New
ACA
368
Aptus Capital Advisors
Alabama
$197K +$278 +5 +0.1%
CFD
369
Creative Financial Designs
Indiana
$188K +$278 +5 +0.1%
PMFA
370
Plante Moran Financial Advisors
Michigan
$187K – – –
BWA
371
BDO Wealth Advisors
Florida
$180K – – –
FRA
372
Front Row Advisors
California
$172K – – –
WT
373
Washington Trust
Rhode Island
$167K – – –
CSPIA
374
Cary Street Partners Investment Advisory
Virginia
$165K -$9.72K -175 -6%
MPWT
375
MassMutual Private Wealth & Trust
Connecticut
$140K – – –
13 14
15
16 17

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.