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iShares US Healthcare ETF

529 hedge funds and large institutions have $1.55B invested in iShares US Healthcare ETF in 2026 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 137 increasing their positions, 155 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 37

5% more capital invested

Capital invested by funds: $1.47B → $1.55B (+$76M)

3% more funds holding

Funds holding: 515529 (+14)

1.58% less ownership

Funds ownership: 50.43%48.85% (-1.6%)

12% less repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 155

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
529
Holders Change
+14
Holders Change %
+2.72%
% of All Funds
6.39%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
61
Increased
137
Reduced
155
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$7.82M -$948K -15,146 -11%
UCFA
27
United Capital Financial Advisors
Texas
$7.74M -$99.9K -1,597 -1%
SAM
28
SP Asset Management
California
$6.86M -$688 -11 -0%
NO
29
Ninety One
South Africa
$6.85M +$6.39M +102,200 New
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$6.39M +$4.47M +71,521 +300%
FCFC
31
First Citizens Financial Corp
Iowa
$6.21M -$10.2K -163 -0.2%
ZIG
32
Zurich Insurance Group
Switzerland
$6.04M +$3.79M +60,560 +204%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$5.67M -$120K -1,925 -2%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$5.44M -$355K -5,675 -7%
EH
35
Equitable Holdings
New York
$5.34M +$248K +3,967 +5%
GBFG
36
Gerald Baker Financial Group
Texas
$5.33M +$163K +2,605 +3%
FAM
37
Forte Asset Management
New York
$5.2M +$727K +11,628 +18%
Stifel Financial
38
Stifel Financial
Missouri
$5.17M +$376K +6,007 +8%
SCA
39
Stillwater Capital Advisors
Pennsylvania
$4.93M -$36.3K -580 -0.8%
PWW
40
Pettyjohn Wood & White
Virginia
$4.79M -$40K -640 -0.9%
HA
41
HC Advisors
Georgia
$4.66M -$172K -2,749 -4%
CIA
42
Capital Investment Advisors
Georgia
$4.56M -$73.8K -1,179 -2%
PAG
43
Private Advisor Group
New Jersey
$4.32M -$3.55M -56,773 -47%
LF
44
Lighthouse Financial
Florida
$4.22M -$12.4K -199 -0.3%
Truist Financial
45
Truist Financial
North Carolina
$3.79M -$1.02M -16,261 -22%
MML Investors Services
46
MML Investors Services
Massachusetts
$3.72M +$476K +7,610 +16%
SFG
47
Sowa Financial Group
Rhode Island
$3.69M -$149K -2,383 -4%
NPT
48
National Philanthropic Trust
Pennsylvania
$3.65M +$79K +1,262 +2%
SA
49
Sanctuary Advisors
Indiana
$3.61M +$5.25K +84 +0.2%
Wealth Enhancement Advisory Services
50
Wealth Enhancement Advisory Services
Minnesota
$3.58M -$40.5K -647 -1%

IYH Hedge Fund Activity: Q2 2026 in Review

529 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q2 2026, worth a combined $1.55B — up 5.2% from $1.47B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new IYH positions and 37 closed out — a net gain of 24 holders — while 137 added to existing stakes and 155 trimmed.

The largest buyer was Oakworth Capital, adding an estimated $12M. The largest seller was Pinkerton Retirement Specialists, exiting entirely with an estimated $56.1M sold.

  • 529 institutional investors held iShares US Healthcare ETF (IYH) as of Q2 2026, up from 515 in Q1 2026.
  • Funds reported $1.55B of iShares US Healthcare ETF stock for Q2 2026, up 5.2% quarter-over-quarter.
  • 61 funds opened new iShares US Healthcare ETF positions in Q2 2026 and 37 closed out, a net change of +24 holders.
  • The largest iShares US Healthcare ETF buyer in Q2 2026 was Oakworth Capital, an estimated $12M added.
  • The largest iShares US Healthcare ETF seller in Q2 2026 was Pinkerton Retirement Specialists, an estimated $56.1M sold.

Based on aggregated 13F filings for Q2 2026.