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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
MML Investors Services
26
MML Investors Services
Massachusetts
$9.96M -$420K -7,555 -4%
SFG
27
Sowa Financial Group
Rhode Island
$9.75M -$374K -6,735 -4%
RFM
28
Royal Fund Management
Florida
$8.7M +$293K +5,265 +4%
PGFC
29
Peapack-Gladstone Financial Corp
New Jersey
$8.19M +$264K +4,750 +3%
PAS
30
Park Avenue Securities
New York
$7.66M -$688K -12,390 -8%
GLA
31
Great Lakes Advisors
Illinois
$7.43M +$107K +1,920 +1%
PAG
32
Private Advisor Group
New Jersey
$7.08M -$320K -5,760 -4%
MC
33
McMorgan & Co
California
$6.61M +$440K +7,910 +7%
SPIA
34
Steward Partners Investment Advisory
New York
$6.59M -$420K -7,555 -6%
FCFC
35
First Citizens Financial Corp
Iowa
$6.3M +$6.24M +112,340 New
CA
36
Cetera Advisors
Colorado
$6.08M -$942K -16,955 -14%
AWM
37
AE Wealth Management
Kansas
$5.8M -$396K -7,120 -6%
SCA
38
Stillwater Capital Advisors
Pennsylvania
$5.76M -$63.1K -1,135 -1%
SAM
39
SP Asset Management
California
$5.72M +$3.33K +60 +0.1%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$5.67M -$89.7K -1,615 -2%
E
41
ETFidea
New York
$5.66M +$95.3K +1,715 +2%
CAN
42
Cetera Advisor Networks
California
$5.45M +$322K +5,790 +6%
CIA
43
Capital Investment Advisors
Georgia
$4.97M -$209K -3,765 -4%
PWW
44
Pettyjohn Wood & White
Virginia
$4.95M -$225K -4,045 -4%
HA
45
HC Advisors
Georgia
$4.54M +$3.61K +65 +0.1%
PWM
46
Perigon Wealth Management
California
$4.4M +$1.56M +28,130 +56%
Truist Financial
47
Truist Financial
North Carolina
$4.37M -$2.27M -40,805 -34%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$4.31M +$39.7K +715 +0.9%
CWM
49
Congress Wealth Management
Massachusetts
$4.17M +$937K +16,855 +29%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$4.07M +$70.8K +1,275 +2%

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.