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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
VBFG
76
Vishria Bird Financial Group
Tennessee
$2.14M
Baird Financial Group
77
Baird Financial Group
Wisconsin
$2.14M +$29.1K +520 +1%
Janney Montgomery Scott
78
Janney Montgomery Scott
Pennsylvania
$2.12M +$1.4K +25 +0.1%
AGAM
79
Audent Global Asset Management
California
$2.12M -$234K -4,190 -10%
Lido Advisors
80
Lido Advisors
California
$2.11M -$104K -1,860 -5%
RRWA
81
Rainey & Randall Wealth Advisors
Florida
$2.11M +$85.5K +1,530 +4%
AAS
82
Avantax Advisory Services
Texas
$2.09M -$101K -1,800 -4%
CAG
83
Csenge Advisory Group
Florida
$2.01M +$293K +5,240 +16%
MCC
84
Money Concepts Capital
Florida
$1.99M -$14.3K -255 -0.9%
IA
85
IFG Advisory
Georgia
$1.97M -$1.96K -35 -0.1%
EH
86
Equitable Holdings
New York
$1.95M -$331K -5,930 -14%
PD
87
Planning Directions
Pennsylvania
$1.95M +$128K +2,290 +7%
FAIM
88
Financial Advocates Investment Management
Washington
$1.92M +$10.8M +193,930 New
OPWM
89
Oxinas Partners Wealth Management
Indiana
$1.91M +$60.9K +1,090 +3%
JIC
90
Johnson Investment Counsel
Ohio
$1.89M +$78.8K +1,410 +4%
KCM
91
KM Capital Management
Texas
$1.78M -$535K -9,575 -22%
Fidelity Investments
92
Fidelity Investments
Massachusetts
$1.77M +$76.8K +1,375 +4%
CL
93
Choreo LLC
Illinois
$1.77M -$2.13M -38,140 -54%
CA
94
Corrado Advisors
New Jersey
$1.72M -$23.2K -415 -1%
LNC
95
Lincoln National Corp
Pennsylvania
$1.71M -$6.99K -125 -0.4%
MLIC
96
Mandatum Life Insurance Company
Finland
$1.67M
ACM
97
AUA Capital Management
Pennsylvania
$1.66M +$10.6K +190 +0.6%
WS
98
Wedbush Securities
California
$1.61M -$43.6K -780 -3%
CIBC World Market
99
CIBC World Market
Ontario, Canada
$1.61M +$205K +3,665 +14%
Mercer Global Advisors
100
Mercer Global Advisors
Colorado
$1.57M -$243K -4,340 -13%

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.