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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
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$3.17M -$36K -638 -1%
LF
52
Lighthouse Financial
Florida
$3.12M +$44.4K +787 +1%
RRWA
53
Rainey & Randall Wealth Advisors
Florida
$3.08M -$4.51K -80 -0.1%
NPT
54
National Philanthropic Trust
Pennsylvania
$3.07M
Stifel Financial
55
Stifel Financial
Missouri
$3.07M -$173K -3,065 -5%
Truist Financial
56
Truist Financial
North Carolina
$2.96M +$264K +4,680 +10%
AWM
57
Adams Wealth Management
Utah
$2.93M -$4.36M -77,378 -60%
CI
58
CacheTech Inc
Utah
$2.93M -$4.36M -77,378 -60%
Creative Planning
59
Creative Planning
Kansas
$2.93M +$202K +3,573 +7%
Thrivent Financial for Lutherans
60
Thrivent Financial for Lutherans
Minnesota
$2.82M -$4.76M -84,345 -63%
EFG
61
Ethos Financial Group
Pennsylvania
$2.74M -$153K -2,716 -5%
Mariner
62
Mariner
Kansas
$2.7M -$343K -6,082 -11%
Citadel Advisors
63
Citadel Advisors
Florida
$2.61M -$755K -13,384 -22%
CWM
64
Congress Wealth Management
Massachusetts
$2.55M +$519K +9,198 +26%
SCM
65
Sheridan Capital Management
California
$2.51M -$128K -2,272 -5%
CIBC World Market
66
CIBC World Market
Ontario, Canada
$2.48M -$40.8K -723 -2%
MAWCM
67
Mine & Arao Wealth Creation & Management
California
$2.46M -$30.4K -539 -1%
Fidelity Investments
68
Fidelity Investments
Massachusetts
$2.45M +$276K +4,894 +13%
CCA
69
Conservest Capital Advisors
Pennsylvania
$2.36M +$77.7K +1,377 +3%
Corient Private Wealth
70
Corient Private Wealth
Florida
$2.27M +$1.64M +29,110 +263%
LAM
71
LOM Asset Management
$2.25M +$2.25M +39,878 New
JWCA
72
J.W. Cole Advisors
Florida
$2.22M +$1.58M +28,047 +248%
IFG
73
Independent Financial Group
California
$2.05M +$137K +2,422 +7%
EAM
74
Empirical Asset Management
Massachusetts
$2.04M -$49.6K -880 -2%
Janney Montgomery Scott
75
Janney Montgomery Scott
Pennsylvania
$2.04M +$173K +3,061 +9%

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.