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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
Janney Montgomery Scott
76
Janney Montgomery Scott
Pennsylvania
$2.2M -$5K -90 -0.2%
Baird Financial Group
77
Baird Financial Group
Wisconsin
$2.19M +$1.26M +22,625 +138%
VCM
78
Virtue Capital Management
Tennessee
$2.15M +$2.15M +38,720 New
RRWA
79
Rainey & Randall Wealth Advisors
Florida
$2.1M +$54.2K +975 +3%
IA
80
IFG Advisory
Georgia
$2.05M -$24.4K -440 -1%
Creative Planning
81
Creative Planning
Kansas
$2.01M +$238K +4,285 +14%
Citadel Advisors
82
Citadel Advisors
Florida
$1.99M -$7.13M -128,355 -78%
OPWM
83
Oxinas Partners Wealth Management
Indiana
$1.92M +$46.4K +835 +3%
PD
84
Planning Directions
Pennsylvania
$1.89M +$189K +3,405 +11%
Mercer Global Advisors
85
Mercer Global Advisors
Colorado
$1.88M +$86.4K +1,555 +5%
JIC
86
Johnson Investment Counsel
Ohio
$1.88M +$221K +3,985 +14%
Susquehanna International Group
87
Susquehanna International Group
Pennsylvania
$1.87M -$1.16M -20,815 -38%
CA
88
Corrado Advisors
New Jersey
$1.81M +$53.9K +970 +3%
CAG
89
Csenge Advisory Group
Florida
$1.79M +$231K +4,155 +15%
LNC
90
Lincoln National Corp
Pennsylvania
$1.78M +$250K +4,500 +17%
Fidelity Investments
91
Fidelity Investments
Massachusetts
$1.76M +$234K +4,210 +15%
MLIC
92
Mandatum Life Insurance Company
Finland
$1.74M
SHFP
93
Second Half Financial Partners
Florida
$1.72M +$1.71M +30,755 New
WS
94
Wedbush Securities
California
$1.72M +$278 +5 +0%
ACM
95
AUA Capital Management
Pennsylvania
$1.71M -$122K -2,200 -7%
IWP
96
Icon Wealth Partners
Texas
$1.61M +$7.5K +135 +0.5%
NFC
97
Northeast Financial Consultants
Connecticut
$1.61M
MIA
98
MMBG Investment Advisors
Florida
$1.61M
D
99
Dentgroup
Louisiana
$1.58M -$5.56K -100 -0.4%
PIMG
100
Patriot Investment Management Group
Tennessee
$1.55M -$13.1K -235 -0.8%

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.