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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
TCA
501
Transcend Capital Advisors
New Jersey
-$232K -3,804 Closed
Fisher Asset Management
502
Fisher Asset Management
Washington
-$229K -3,753 Closed
SSWM
503
Smith Salley Wealth Management
North Carolina
-$214K -3,510 Closed
PWMAG
504
Pinnacle Wealth Management Advisory Group
New Jersey
-$213K -3,506 Closed
ANTB
505
AMG National Trust Bank
Colorado
-$213K -3,505 Closed
PAM
506
PCG Asset Management
New Jersey
-$213K -3,505 Closed
BCP
507
Berkeley Capital Partners
Georgia
-$213K -3,500 Closed
WWM
508
Western Wealth Management
Colorado
-$212K -3,478 Closed
CWM
509
Collaborative Wealth Management
Florida
-$211K -3,470 Closed
MCM
510
Mendel Capital Management
Arkansas
-$209K -3,430 Closed
BCFS
511
Butensky & Cohen Financial Security
Florida
-$208K -3,411 Closed
VFA
512
Valeo Financial Advisors
Indiana
-$206K -3,387 Closed
GAG
513
GM Advisory Group
New York
-$205K -3,371 Closed
CIA
514
Cladis Investment Advisory
Montana
-$203K -3,340 Closed
PI
515
PFG Investments
New York
-$203K -3,328 Closed
JPLA
516
Joseph P. Lucia & Associates
New York
-$202K -3,324 Closed
AWS
517
Atria Wealth Solutions
New York
-$201K -3,298 Closed
PA
518
Promethium Advisors
Maryland
-$201K -3,295 Closed
RCA
519
Runnymede Capital Advisors
Ohio
-$102K -1,680 Closed
CA
520
Continuum Advisory
Idaho
-$70.8K -1,163 Closed
FAM
521
Flaharty Asset Management
Florida
-$36.5K -600 Closed
CWM
522
Compass Wealth Management
Connecticut
-$35K -575 Closed
MWM
523
MGB Wealth Management
Texas
-$30.4K -500 Closed
GCM
524
GKV Capital Management
California
-$18.3K -300 Closed
PA
525
PSI Advisors
Florida
-$17K -280 Closed

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.