iShares US Healthcare ETF
IYH
475 hedge funds and large institutions have $1.55B invested in iShares US Healthcare ETF in 2023 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 126 increasing their positions, 151 reducing their positions, and 36 closing their positions.
51% more call options, than puts
Call options by funds: $3.02M | Put options by funds: $2M
17.86% more ownership
Funds ownership: 233.05% → 250.91% (+18%)
17% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 36
4% more capital invested
Capital invested by funds: $1.49B → $1.55B (+$62M)
0% more funds holding
Funds holding: 474 → 475 (+1)
17% less repeat investments, than reductions
Existing positions increased: 126 | Existing positions reduced: 151
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GBWM
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
+$102M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$30.2M |
| 3 |
BA
Bellwether Advisors
Lincoln,
Nebraska
|
+$26.5M |
| 4 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
+$10.8M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$9.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$29M |
| 2 |
Morgan Stanley
New York
|
-$13.4M |
| 3 |
LPL Financial
San Diego,
California
|
-$7.15M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$6.14M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$5.01M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFO
501
CVA Family Office
Denver,
Colorado
| – | -$58K | -1,035 | Closed |
|
|
CWC
502
Carolinas Wealth Consulting
Charlotte,
North Carolina
| – | -$44.6K | -795 | Closed |
|
|
CG
503
Cutler Group
San Francisco,
California
| – | -$28K | -500 | Closed |
|
|
FA
504
Fiduciary Alliance
Greenville,
South Carolina
| – | -$22.1K | -395 | Closed |
|
|
SF
505
Safeguard Financial
Minocqua,
Wisconsin
| – | -$21K | -375 | Closed |
|
|
WP
506
WealthPLAN Partners
Omaha,
Nebraska
| – | -$18.2K | -325 | Closed |
|
|
FBC
507
Fairfield, Bush & Co
Darien,
Connecticut
| – | -$14K | -250 | Closed |
|
|
WOSD
508
WFA of San Diego
San Diego,
California
| – | -$14K | -250 | Closed |
|
|
SFCL
509
Strengthening Families & Communities LLC
Boston,
Massachusetts
| – | -$6K | -105 | Closed |
|
510
Simplex Trading
Chicago,
Illinois
| – | -$5K | -90 | Closed |
|
|
BWM
511
Baystate Wealth Management
Boston,
Massachusetts
| – | -$1.69K | -30 | Closed |
|
|
IGWM
512
ICA Group Wealth Management
Denver,
Colorado
| – | -$1.4K | -25 | Closed |
|
IYH Hedge Fund Activity: Q3 2023 in Review
475 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q3 2023, worth a combined $1.55B — up 4.2% from $1.49B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new IYH positions and 36 closed out — a net gain of 6 holders — while 126 added to existing stakes and 151 trimmed.
The largest buyer was Granite Bay Wealth Management, opening a new position worth an estimated $102M. The largest seller was Manulife (Manufacturers Life Insurance), exiting entirely with an estimated $29M sold.
- 475 institutional investors held iShares US Healthcare ETF (IYH) as of Q3 2023, up from 474 in Q2 2023.
- Funds reported $1.55B of iShares US Healthcare ETF stock for Q3 2023, up 4.2% quarter-over-quarter.
- 42 funds opened new iShares US Healthcare ETF positions in Q3 2023 and 36 closed out, a net change of +6 holders.
- The largest iShares US Healthcare ETF buyer in Q3 2023 was Granite Bay Wealth Management, an estimated $102M added.
- The largest iShares US Healthcare ETF seller in Q3 2023 was Manulife (Manufacturers Life Insurance), an estimated $29M sold.
Based on aggregated 13F filings for Q3 2023.