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iShares US Healthcare ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 474475 (+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: 54 (-1)

Holders
475
Holders Change
+1
Holders Change %
+0.21%
% of All Funds
7.54%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
42
Increased
126
Reduced
151
Closed
36
Calls
$3.02M
Puts
$2M
Net Calls
+$1.03M
Net Calls Change
-$2.03M
Name Holding Trade Value Shares
Change
Change in
Stake
HA
51
HC Advisors
Georgia
$4.27M -$110K -1,975 -2%
Truist Financial
52
Truist Financial
North Carolina
$4.25M +$40K +715 +0.9%
FLA
53
Financial Life Advisors
Texas
$3.86M +$129K +2,315 +3%
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$3.85M -$75.4K -1,350 -2%
Stifel Financial
55
Stifel Financial
Missouri
$3.82M -$8.1K -145 -0.2%
AFG
56
Arkansas Financial Group
Arkansas
$3.51M +$126K +2,260 +4%
Citigroup
57
Citigroup
New York
$3.38M
CWM
58
Congress Wealth Management
Massachusetts
$3.21M -$832K -14,895 -20%
MAG
59
MRA Advisory Group
New Jersey
$3.14M +$99.8K +1,785 +3%
ASN
60
Advisory Services Network
Georgia
$3.06M +$166K +2,965 +6%
IWC
61
Integrated Wealth Concepts
Massachusetts
$3.01M -$572K -10,235 -16%
SPC
62
Sigma Planning Corp
Michigan
$2.96M +$160K +2,855 +5%
National Bank of Canada
63
National Bank of Canada
Quebec, Canada
$2.81M -$75.2K -1,345 -3%
NA
64
NewEdge Advisors
Louisiana
$2.73M +$110K +1,965 +4%
IFG
65
Independent Financial Group
California
$2.69M +$518K +9,270 +23%
WP
66
WealthSource Partners
California
$2.64M -$134K -2,400 -5%
MAWCM
67
Mine & Arao Wealth Creation & Management
California
$2.59M +$110K +1,960 +4%
AWS
68
Atria Wealth Solutions
New York
$2.55M -$29.1K -520 -1%
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$2.44M +$661K +11,820 +35%
CCA
70
Conservest Capital Advisors
Pennsylvania
$2.36M -$69K -1,235 -3%
EL
71
Essex LLC
Illinois
$2.33M -$637K -11,390 -21%
JMPWA
72
JP Morgan Private Wealth Advisors
California
$2.33M -$218K -3,895 -8%
Creative Planning
73
Creative Planning
Kansas
$2.21M +$277K +4,955 +14%
VCM
74
Virtue Capital Management
Tennessee
$2.15M
CA
75
Cetera Advisors
Colorado
$2.15M -$3.85M -68,820 -63%

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.