iShares US Healthcare ETF
475 hedge funds and large institutions have $1.44B invested in iShares US Healthcare ETF in 2023 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 148 increasing their positions, 144 reducing their positions, and 46 closing their positions.
117% more call options, than puts
Call options by funds: $1.48M | Put options by funds: $680K
3% more repeat investments, than reductions
Existing positions increased: 148 | Existing positions reduced: 144
0% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 46
0.47% less ownership
Funds ownership: 234.28% → 233.81% (-0.47%)
3% less funds holding
Funds holding: 488 → 475 (-13)
7% less capital invested
Capital invested by funds: $1.56B → $1.44B (-$112M)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$19.3M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$17.3M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$8.58M |
| 4 |
CCM
Consolidated Capital Management
Burbank,
California
|
+$6.25M |
| 5 |
PCH
PGIM Custom Harvest
Newark,
New Jersey
|
+$4.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$14.5M |
| 2 |
MFS
Mirabella Financial Services
London,
United Kingdom
|
-$10.2M |
| 3 |
B
Barings
Charlotte,
North Carolina
|
-$9.5M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$8.97M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$7.54M |
IYH Hedge Fund Activity: Q1 2023 in Review
475 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q1 2023, worth a combined $1.44B — down 7.2% from $1.56B a quarter earlier.
Fund positioning in IYH was balanced in Q1 2023: 46 funds opened new positions, 46 closed out, 148 added to existing stakes and 144 trimmed.
The largest buyer was Money Concepts Capital, adding an estimated $19.3M. The largest seller was UBS Group, cutting an estimated $14.5M.
- 475 institutional investors held iShares US Healthcare ETF (IYH) as of Q1 2023, down from 488 in Q4 2022.
- Funds reported $1.44B of iShares US Healthcare ETF stock for Q1 2023, down 7.2% quarter-over-quarter.
- 46 funds opened new iShares US Healthcare ETF positions in Q1 2023 and 46 closed out, a net change of 0 holders.
- The largest iShares US Healthcare ETF buyer in Q1 2023 was Money Concepts Capital, an estimated $19.3M added.
- The largest iShares US Healthcare ETF seller in Q1 2023 was UBS Group, an estimated $14.5M sold.
Based on aggregated 13F filings for Q1 2023.