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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
KM
101
Kalos Management
Georgia
$1.54M +$49.2K +885 +3%
MCC
102
Money Concepts Capital
Florida
$1.53M -$19.7M -354,330 -93%
PFS
103
Prospera Financial Services
Texas
$1.52M -$7.99M -143,720 -84%
BlackRock
104
BlackRock
New York
$1.52M +$29.7K +535 +2%
RF
105
Rollins Financial
Georgia
$1.46M -$470K -8,460 -24%
CIBC World Market
106
CIBC World Market
Ontario, Canada
$1.46M -$340K -6,110 -19%
FFN
107
Focus Financial Network
Minnesota
$1.44M -$11.4K -205 -0.8%
GIA
108
Gladstone Institutional Advisory
Florida
$1.44M +$1.39K +25 +0.1%
CAPTRUST Financial Advisors
109
CAPTRUST Financial Advisors
North Carolina
$1.42M +$83.4K +1,500 +6%
MPCL
110
My Personal CFO LLC
Washington
$1.39M
Jane Street
111
Jane Street
New York
$1.38M +$266K +4,790 +24%
WA
112
WESPAC Advisors
California
$1.37M +$123K +2,220 +10%
AFA
113
American Financial Advisors
Georgia
$1.37M -$225K -4,050 -14%
VA
114
Valmark Advisers
Ohio
$1.36M +$15.3K +275 +1%
CAM
115
Cresset Asset Management
Illinois
$1.36M +$759K +13,665 +129%
SWA
116
SOA Wealth Advisors
New York
$1.36M -$1.95K -35 -0.1%
TW
117
Transform Wealth
Colorado
$1.36M +$54.5K +980 +4%
NAS
118
NWF Advisory Services
California
$1.35M
SB
119
Simmons Bank
Arkansas
$1.34M -$1.95K -35 -0.1%
Mariner
120
Mariner
Kansas
$1.33M +$92K +1,655 +8%
CB
121
Commerce Bank
Missouri
$1.32M -$68.1K -1,225 -5%
KP
122
Keel Point
Alabama
$1.29M -$1.65M -29,635 -56%
Corient Private Wealth
123
Corient Private Wealth
Florida
$1.29M +$288K +5,185 +29%
KWM
124
Keebeck Wealth Management
Illinois
$1.28M +$409K +7,365 +48%
PCA
125
Prosperity Capital Advisors
Ohio
$1.27M +$115K +2,070 +10%

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.