We are live on ! Find out more
IYH icon

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
MIA
101
MMBG Investment Advisors
Florida
$1.57M
IWP
102
Icon Wealth Partners
Texas
$1.56M +$8.38K +150 +0.5%
NFC
103
Northeast Financial Consultants
Connecticut
$1.55M
D
104
Dentgroup
Louisiana
$1.52M -$1.4K -25 -0.1%
Mariner
105
Mariner
Kansas
$1.5M +$227K +4,060 +17%
PIMG
106
Patriot Investment Management Group
Tennessee
$1.5M
PFS
107
Prospera Financial Services
Texas
$1.49M +$19.6K +350 +1%
BlackRock
108
BlackRock
New York
$1.47M +$2.24K +40 +0.1%
GIA
109
Gladstone Institutional Advisory
Florida
$1.4M +$10.6K +190 +0.7%
TW
110
Transform Wealth
Colorado
$1.37M +$55.9K +1,000 +4%
MPCL
111
My Personal CFO LLC
Washington
$1.34M
VA
112
Valmark Advisers
Ohio
$1.32M +$2.79K +50 +0.2%
CAM
113
Cresset Asset Management
Illinois
$1.31M
SWA
114
SOA Wealth Advisors
New York
$1.31M -$4.75K -85 -0.4%
WA
115
WESPAC Advisors
California
$1.3M -$18.4K -330 -1%
Corient Private Wealth
116
Corient Private Wealth
Florida
$1.3M +$61.8K +1,105 +5%
CAPTRUST Financial Advisors
117
CAPTRUST Financial Advisors
North Carolina
$1.3M -$69.9K -1,250 -5%
PCA
118
Prosperity Capital Advisors
Ohio
$1.3M +$69.6K +1,245 +5%
NAS
119
NWF Advisory Services
California
$1.29M -$14K -250 -1%
FFN
120
Focus Financial Network
Minnesota
$1.29M -$111K -1,995 -8%
MOS
121
MGO One Seven
Ohio
$1.27M +$1.05M +18,805 +393%
SB
122
Simmons Bank
Arkansas
$1.26M -$29.1K -520 -2%
RF
123
Rollins Financial
Georgia
$1.24M -$177K -3,175 -12%
CB
124
Commerce Bank
Missouri
$1.22M -$50.6K -905 -4%
LWANC
125
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.21M +$12.6K +225 +1%

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.