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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
LWANC
126
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.24M +$124K +2,225 +11%
FA
127
Fortis Advisors
Pennsylvania
$1.19M +$2.22K +40 +0.2%
GCP
128
GSA Capital Partners
United Kingdom
$1.14M -$125K -2,245 -10%
AA
129
Apriem Advisors
California
$1.13M
DC
130
Davenport & Co
Virginia
$1.11M +$125K +2,250 +13%
CFG
131
Citizens Financial Group
Rhode Island
$1.11M -$48.9K -880 -4%
OWA
132
One Wealth Advisors
California
$1.06M +$108K +1,945 +12%
SFS
133
Security Financial Services
Indiana
$1.05M -$42.5K -765 -4%
SC
134
Scotia Capital
Ontario, Canada
$1.05M +$30.6K +550 +3%
Northern Trust
135
Northern Trust
Illinois
$1.04M +$78.6K +1,415 +8%
US Bancorp
136
US Bancorp
Minnesota
$1.02M -$4.45K -80 -0.4%
T
137
TCWP
Ohio
$1.01M +$2.22K +40 +0.2%
FDCDDQ
138
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.01M -$33.9K -610 -3%
Kayne Anderson Rudnick Investment Management
139
Kayne Anderson Rudnick Investment Management
California
$990K -$119K -2,140 -11%
AFC
140
AFT Forsyth & Company
Florida
$980K -$36.1K -650 -4%
Carson Wealth (CWM LLC)
141
Carson Wealth (CWM LLC)
Nebraska
$976K +$252K +4,540 +35%
KFP
142
KMG Fiduciary Partners
Ohio
$974K +$74.7K +1,345 +8%
DLCIG
143
D.L. Carlson Investment Group
New Hampshire
$960K +$12.2K +220 +1%
PA
144
Pinnacle Associates
New York
$953K
FPCP
145
Fort Point Capital Partners
California
$925K -$3.11M -55,920 -77%
SWP
146
ShoreHaven Wealth Partners
New Jersey
$922K +$85.3K +1,535 +10%
BCWM
147
Bartlett & Co Wealth Management
Ohio
$920K -$50.3K -905 -5%
BC
148
Bartlett & Co
Ohio
$920K -$50.3K -905 -5%
VCM
149
Vivaldi Capital Management
Illinois
$915K
WFAG
150
Worth Financial Advisory Group
North Carolina
$891K -$80.9K -1,455 -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.