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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
PA
376
Parallel Advisors
California
$134K -$14.2K -255 -10%
HDIM
377
Hanson & Doremus Investment Management
Vermont
$133K -$50K -900 -28%
TWM
378
Tradition Wealth Management
Minnesota
$132K
LWP
379
Lumature Wealth Partners
Georgia
$132K +$25K +450 +24%
SMA
380
Sage Mountain Advisors
Georgia
$129K
GWSG
381
GPS Wealth Strategies Group
Colorado
$124K
CWM
382
Cranbrook Wealth Management
Michigan
$119K
MRCM
383
M&R Capital Management
New Jersey
$112K
LFA
384
LGT Financial Advisors
Texas
$105K +$104K +1,870 New
DSC
385
Duncker Streett & Co
Missouri
$104K
S
386
SignatureFD
Georgia
$95.6K
AA
387
AlphaMark Advisors
Kentucky
$95K
Franklin Resources
388
Franklin Resources
California
$93.9K
OIA
389
Optimum Investment Advisors
Illinois
$93.3K
MIM
390
MTM Investment Management
South Carolina
$91.1K
BNP Paribas Financial Markets
391
BNP Paribas Financial Markets
France
$86K +$12.2K +220 +17%
RIA
392
Realta Investment Advisors
Delaware
$84.4K +$83.6K +1,505 New
KFI
393
Key Financial Inc
Pennsylvania
$81.4K
RA
394
Rise Advisors
New York
$80.5K
TFGT
395
TS Financial Group (TSFG)
Illinois
$79K
AC
396
AlphaCore Capital
California
$70.1K
TF
397
TimeScale Financial
Massachusetts
$67.8K +$13.1K +235 +24%
SWM
398
Sugarloaf Wealth Management
Georgia
$66.1K +$278 +5 +0.4%
NRC
399
New Republic Capital
North Carolina
$62.8K +$36.1K +650 +138%
WIM
400
Westside Investment Management
California
$62.5K

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.