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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
FA
426
Fiduciary Alliance
South Carolina
$22.1K +$21.9K +395 New
OFG
427
Oxford Financial Group
Indiana
$21.9K
CTWM
428
Cherry Tree Wealth Management
Minnesota
$21K +$20.8K +375 New
SF
429
Safeguard Financial
Wisconsin
$21K +$20.8K +375 New
CHA
430
Carmichael Hill & Associates
Maryland
$20.2K
FWP
431
FAS Wealth Partners
Kansas
$19.6K
FPFS
432
First Personal Financial Services
North Carolina
$19.3K
JWA
433
JFS Wealth Advisors
Pennsylvania
$19.1K
EWM
434
Evermay Wealth Management
Virginia
$18.5K
FFA
435
Founders Financial Alliance
North Carolina
$18.2K
WP
436
WealthPLAN Partners
Nebraska
$18.2K
GT
437
Glenmede Trust
Pennsylvania
$18K
ADL
438
Asset Dedication LLC
California
$18K
HCM
439
Hollencrest Capital Management
California
$17.1K
MTIC
440
Missouri Trust & Investment Company
Missouri
$16.8K
HWM
441
HighMark Wealth Management
Minnesota
$16.6K
Qube Research & Technologies (QRT)
442
Qube Research & Technologies (QRT)
United Kingdom
$16.3K -$7.22K -130 -4%
EWM
443
EPG Wealth Management
Georgia
$15.4K
HFM
444
Hartford Financial Management
Connecticut
$14.4K
FBC
445
Fairfield, Bush & Co
Connecticut
$14K +$13.9K +250 New
WOSD
446
WFA of San Diego
California
$14K +$13.9K +250 New
AWM
447
Aberdeen Wealth Management
Illinois
$14K
APC
448
Aspire Private Capital
North Carolina
$13.2K +$6.95K +125 +114%
WT
449
Whittier Trust
California
$12.3K
IWP
450
IAG Wealth Partners
Wisconsin
$11.5K +$11.4K +205 New

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.