We are live on ! Find out more
IYH icon

iShares US Healthcare ETF
IYH

488 hedge funds and large institutions have $1.56B invested in iShares US Healthcare ETF in 2022 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 165 increasing their positions, 105 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more call options, than puts

Call options by funds: $1.99M | Put options by funds: $284K

308% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 24

57% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 105

19% more capital invested

Capital invested by funds: $1.31B → $1.56B (+$245M)

15% more funds holding

Funds holding: 426 → 488 (+62)

10.61% more ownership

Funds ownership: 223.67% → 234.28% (+11%)

25% less funds holding in top 10

Funds holding in top 10: 8 → 6 (-2)

Holders
488
Holders Change
+62
Holders Change %
+14.55%
% of All Funds
7.84%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
98
Increased
165
Reduced
105
Closed
24
Calls
$1.99M
Puts
$284K
Net Calls
+$1.7M
Net Calls Change
-$574K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$24.1M
2
JP Morgan Chase
JP Morgan Chase
New York
+$20.7M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$19.2M
4
AWG
Alpha Wave Global
New York
+$15.4M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$13.8M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$52.2M
2
Goldman Sachs
Goldman Sachs
New York
-$19.5M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$13.9M
4
Prudential Financial
Prudential Financial
New Jersey
-$12.7M
5
FWCM
Ferguson Wellman Capital Management
Oregon
-$6.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
AC
126
Allstate Corporation
Illinois
$1.22M -$64.3K -1,165 -5%
AIM
127
Allstate Investment Management
Illinois
$1.22M +$1.19M +21,545 New
IWA
128
IBEX Wealth Advisors
New Jersey
$1.22M -$1.1M -19,960 -48%
ASN
129
Advisory Services Network
Georgia
$1.22M +$232K +4,200 +24%
CFG
130
Citizens Financial Group
Rhode Island
$1.2M +$1.93K +35 +0.2%
FA
131
Fortis Advisors
Pennsylvania
$1.2M +$7.73K +140 +0.7%
Mariner
132
Mariner
Kansas
$1.19M +$128K +2,325 +12%
AA
133
Apriem Advisors
California
$1.14M -$3.31K -60 -0.3%
AAS
134
Ameritas Advisory Services
Nebraska
$1.14M +$474K +8,590 +74%
Kayne Anderson Rudnick Investment Management
135
Kayne Anderson Rudnick Investment Management
California
$1.13M -$65.7K -1,190 -6%
F
136
F3Logic
Minnesota
$1.11M -$41.7K -755 -4%
GBS
137
Gallagher Benefit Services
Illinois
$1.11M +$1.08M +19,490 New
FDCDDQ
138
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.09M – – –
WA
139
WESPAC Advisors
California
$1.07M +$162K +2,935 +18%
BC
140
Bartlett & Co
Ohio
$1.03M – – –
BCWM
141
Bartlett & Co Wealth Management
Ohio
$1.03M – – –
PA
142
Pinnacle Associates
New York
$1.02M +$276 +5 +0%
AFC
143
AFT Forsyth & Company
Florida
$1.02M +$43.3K +785 +5%
DLCIG
144
D.L. Carlson Investment Group
New Hampshire
$1.01M -$84.4K -1,530 -8%
US Bancorp
145
US Bancorp
Minnesota
$1.01M -$293K -5,315 -23%
Northern Trust
146
Northern Trust
Illinois
$998K +$93.8K +1,700 +11%
DC
147
Davenport & Co
Virginia
$997K -$9.38K -170 -1%
WFAG
148
Worth Financial Advisory Group
North Carolina
$972K +$945K +17,125 New
SWP
149
ShoreHaven Wealth Partners
New Jersey
$962K +$47.7K +865 +5%
KWM
150
Keebeck Wealth Management
Illinois
$950K +$333K +6,030 +56%
4 5
6
7 8

IYH Hedge Fund Activity: Q4 2022 in Review

488 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q4 2022, worth a combined $1.56B — up 19% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new IYH positions and 24 closed out — a net gain of 74 holders — while 165 added to existing stakes and 105 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $24.1M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $52.2M.

  • 488 institutional investors held iShares US Healthcare ETF (IYH) as of Q4 2022, up from 426 in Q3 2022.
  • Funds reported $1.56B of iShares US Healthcare ETF stock for Q4 2022, up 19% quarter-over-quarter.
  • 98 funds opened new iShares US Healthcare ETF positions in Q4 2022 and 24 closed out, a net change of +74 holders.
  • The largest iShares US Healthcare ETF buyer in Q4 2022 was Morgan Stanley, an estimated $24.1M added.
  • The largest iShares US Healthcare ETF seller in Q4 2022 was Manulife (Manufacturers Life Insurance), an estimated $52.2M sold.

Based on aggregated 13F filings for Q4 2022.