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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
Stifel Financial
51
Stifel Financial
Missouri
$3.97M +$156K +2,815 +4%
CL
52
Choreo LLC
Illinois
$3.96M +$968K +17,415 +33%
FLA
53
Financial Life Advisors
Texas
$3.88M +$790K +14,215 +26%
IWC
54
Integrated Wealth Concepts
Massachusetts
$3.7M +$516K +9,290 +16%
AFG
55
Arkansas Financial Group
Arkansas
$3.52M +$336K +6,055 +11%
Citigroup
56
Citigroup
New York
$3.51M -$358K -6,440 -9%
KAS
57
Kestra Advisory Services
Texas
$3.44M +$176K +3,170 +5%
MAG
58
MRA Advisory Group
New Jersey
$3.16M -$363K -6,535 -10%
EL
59
Essex LLC
Illinois
$3.06M -$253K -4,545 -8%
National Bank of Canada
60
National Bank of Canada
Quebec, Canada
$3.01M +$132K +2,380 +5%
ASN
61
Advisory Services Network
Georgia
$3.01M +$195K +3,515 +7%
SPC
62
Sigma Planning Corp
Michigan
$2.91M +$216K +3,890 +8%
WP
63
WealthSource Partners
California
$2.87M +$9.45K +170 +0.3%
NA
64
NewEdge Advisors
Louisiana
$2.73M +$294K +5,290 +12%
AWS
65
Atria Wealth Solutions
New York
$2.66M -$138K -2,475 -5%
JMPWA
66
JP Morgan Private Wealth Advisors
California
$2.63M -$587K -10,560 -18%
MAWCM
67
Mine & Arao Wealth Creation & Management
California
$2.58M
CCA
68
Conservest Capital Advisors
Pennsylvania
$2.51M -$4.72K -85 -0.2%
AGAM
69
Audent Global Asset Management
California
$2.43M +$921K +16,575 +62%
KCM
70
KM Capital Management
Texas
$2.39M +$1.36M +24,540 +136%
EH
71
Equitable Holdings
New York
$2.35M +$221K +3,975 +10%
Lido Advisors
72
Lido Advisors
California
$2.3M -$7.22K -130 -0.3%
IFG
73
Independent Financial Group
California
$2.27M +$796K +14,320 +55%
AAS
74
Avantax Advisory Services
Texas
$2.27M +$106K +1,915 +5%
VBFG
75
Vishria Bird Financial Group
Tennessee
$2.22M -$86.1K -1,550 -4%

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.