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iShares US Healthcare ETF

483 hedge funds and large institutions have $1.22B invested in iShares US Healthcare ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 119 increasing their positions, 179 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.35% more ownership

Funds ownership: 44.47%44.81% (+0.35%)

3% less funds holding

Funds holding: 497483 (-14)

14% less capital invested

Capital invested by funds: $1.42B → $1.22B (-$201M)

19% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 47

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

34% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 179

Holders
483
Holders Change
-14
Holders Change %
-2.82%
% of All Funds
6.36%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
38
Increased
119
Reduced
179
Closed
47
Calls
$277K
Puts
Net Calls
+$277K
Net Calls Change
+$68K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$6.56M -$2.73M -48,439 -29%
UCFA
27
United Capital Financial Advisors
Texas
$6.39M -$2.09K -37 -0%
AFG
28
Arkansas Financial Group
Arkansas
$6.1M +$305K +5,403 +5%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$6M -$255K -4,522 -4%
Jones Financial Companies
30
Jones Financial Companies
Missouri
$5.89M +$798K +14,145 +16%
SAM
31
SP Asset Management
California
$5.81M +$5.19K +92 +0.1%
FCFC
32
First Citizens Financial Corp
Iowa
$5.47M -$678K -12,029 -11%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$5.41M +$386K +6,837 +8%
PAG
34
Private Advisor Group
New Jersey
$5.32M -$252K -4,477 -5%
VA
35
VestGen Advisors
Illinois
$4.85M -$760K -13,480 -13%
AGAM
36
Audent Global Asset Management
California
$4.76M +$11.1K +197 +0.2%
SCA
37
Stillwater Capital Advisors
Pennsylvania
$4.65M -$22.3K -395 -0.5%
SA
38
Sanctuary Advisors
Indiana
$4.33M -$158K -2,802 -4%
PWW
39
Pettyjohn Wood & White
Virginia
$4.24M -$35.8K -635 -0.8%
EH
40
Equitable Holdings
New York
$4.23M +$831K +14,735 +25%
FAM
41
Forte Asset Management
New York
$4.06M +$4.06M +71,928 New
CIA
42
Capital Investment Advisors
Georgia
$4.05M -$85.2K -1,510 -2%
HA
43
HC Advisors
Georgia
$3.97M +$114K +2,027 +3%
SFG
44
Sowa Financial Group
Rhode Island
$3.96M -$298K -5,292 -7%
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$3.69M -$1.49M -26,335 -29%
MML Investors Services
46
MML Investors Services
Massachusetts
$3.56M -$799K -14,173 -18%
PAS
47
Park Avenue Securities
New York
$3.54M +$353K +6,258 +11%
Citigroup
48
Citigroup
New York
$3.46M
PWM
49
Perigon Wealth Management
California
$3.41M -$200K -3,540 -6%
National Bank of Canada
50
National Bank of Canada
Quebec, Canada
$3.4M +$108K +1,910 +3%

IYH Hedge Fund Activity: Q2 2025 in Review

483 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q2 2025, worth a combined $1.22B — down 14% from $1.42B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of IYH and 38 opened new positions — a net loss of 9 holders — while 179 trimmed existing stakes and 119 added.

The largest buyer was Two Sigma Investments, adding an estimated $8.55M. The largest seller was J. Safra Sarasin Holding, exiting entirely with an estimated $20.7M sold.

  • 483 institutional investors held iShares US Healthcare ETF (IYH) as of Q2 2025, down from 497 in Q1 2025.
  • Funds reported $1.22B of iShares US Healthcare ETF stock for Q2 2025, down 14% quarter-over-quarter.
  • 38 funds opened new iShares US Healthcare ETF positions in Q2 2025 and 47 closed out, a net change of -9 holders.
  • The largest iShares US Healthcare ETF buyer in Q2 2025 was Two Sigma Investments, an estimated $8.55M added.
  • The largest iShares US Healthcare ETF seller in Q2 2025 was J. Safra Sarasin Holding, an estimated $20.7M sold.

Based on aggregated 13F filings for Q2 2025.