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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
CFO
401
CVA Family Office
Colorado
$58K
PCM
402
Perritt Capital Management
Illinois
$56K
RFA
403
Resurgent Financial Advisors
Georgia
$56K
CTC
404
Central Trust Company
Missouri
$53.2K
TLA
405
Tanglewood Legacy Advisors
Texas
$53.2K
EWA
406
EverSource Wealth Advisors
Alabama
$50.7K -$53.6K -965 -52%
AWM
407
Avior Wealth Management
Nebraska
$50.5K -$2.78K -50 -5%
HWA
408
HHM Wealth Advisors
Tennessee
$49.9K
OSAM
409
O'Shaughnessy Asset Management
Connecticut
$49K +$48.6K +875 New
BTI
410
Blue Trust Inc
Georgia
$49K +$38.3K +690 +329%
CWC
411
Carolinas Wealth Consulting
North Carolina
$44.6K
Fifth Third Bancorp
412
Fifth Third Bancorp
Ohio
$44.3K +$9.72K +175 +28%
WWP
413
WR Wealth Planners
Missouri
$44K +$10K +180 +30%
PA
414
PSI Advisors
Florida
$43.8K
NFSG
415
Newbridge Financial Services Group
Florida
$43.2K
RDFA
416
Ritter Daniher Financial Advisory
Ohio
$42.9K +$42.5K +765 New
FM
417
Family Management
New York
$42K
CAL
418
Capital Analysts LLC
Pennsylvania
$34K
HBW
419
Hazlett, Burt & Watson
West Virginia
$33K
CWM
420
Compass Wealth Management
Connecticut
$32.2K
OSNBOA
421
Old Second National Bank of Aurora
Illinois
$30.5K
BAM
422
Bellevue Asset Management
Washington
$28K
TC
423
Truvestments Capital
Florida
$28K
CG
424
Cutler Group
California
$28K +$27.8K +500 New
CLOS
425
Compagnie Lombard Odier SCmA
Switzerland
$22.7K -$41.7K -750 -65%

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.