We are live on ! Find out more
IYH icon

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
HH
451
HWG Holdings
Texas
$10.7K -$442K -7,955 -98%
CTA
452
Colonial Trust Advisors
South Carolina
$10.4K
CPG
453
Cornerstone Planning Group
New Jersey
$9.53K +$9.45K +170 New
BCMLT
454
Beacon Capital Management LLC (Tennessee)
Tennessee
$9.25K -$26.9K -485 -75%
PP
455
Pacifica Partners
Canada
$8.88K
CMP
456
Coston McIsaac & Partners
Maine
$8K
SC
457
SouthState Corp
Florida
$6.45K
SFCL
458
Strengthening Families & Communities LLC
Massachusetts
$6K -$4.17K -75 -42%
VWM
459
Venturi Wealth Management
Texas
$5.33K
Simplex Trading
460
Simplex Trading
Illinois
$5K -$22.8K -410 -82%
Bessemer Group
461
Bessemer Group
New Jersey
$5K
TFA
462
Toth Financial Advisory
Virginia
$3.64K +$3.61K +65 New
AIM
463
Anchor Investment Management
South Carolina
$3.64K
NSG
464
Nalls Sherbakoff Group
Tennessee
$3.23K
MWM
465
Mascoma Wealth Management
New Hampshire
$3.12K
RCM
466
Raleigh Capital Management
North Carolina
$3.1K -$33.3K -600 -92%
ATC
467
Adirondack Trust Company
New York
$2.82K -$2.78K -50 -50%
CSWM
468
Cassady Schiller Wealth Management
Ohio
$2.8K
OLVIG
469
Oliver Lagore Vanvalin Investment Group
Michigan
$2.8K
LFG
470
Larson Financial Group
Missouri
$2.39K
CWM
471
Cedar Wealth Management
California
$2.24K
BWM
472
Baystate Wealth Management
Massachusetts
$1.69K +$1.67K +30 New
IGWM
473
ICA Group Wealth Management
Colorado
$1.4K
MHR
474
Matthew Hamilton Rosenberg
$841
AWG
475
Alpha Wave Global
New York
-$15.2M -278,885 Closed

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.