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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
CI
126
CX Institutional
Indiana
$1.15M +$1.19M +21,305 New
Northern Trust
127
Northern Trust
Illinois
$1.12M +$114K +2,035 +11%
Comerica Bank
128
Comerica Bank
Texas
$1.1M +$1.14M +20,430 New
AA
129
Apriem Advisors
California
$1.09M -$279 -5 -0%
WMWM
130
Whitaker-Myers Wealth Managers
Ohio
$1.08M +$260K +4,650 +30%
CFG
131
Citizens Financial Group
Rhode Island
$1.07M
DC
132
Davenport & Co
Virginia
$1.07M -$838 -15 -0.1%
FA
133
Fortis Advisors
Pennsylvania
$1.04M -$103K -1,835 -9%
SC
134
Scotia Capital
Ontario, Canada
$1.01M
US Bancorp
135
US Bancorp
Minnesota
$996K +$3.63K +65 +0.4%
AFA
136
American Financial Advisors
Georgia
$993K -$335K -5,990 -25%
FDCDDQ
137
Federation des caisses Desjardins du Quebec
Quebec, Canada
$966K -$5.59K -100 -0.6%
T
138
TCWP
Ohio
$963K -$10.1K -180 -1%
AFC
139
AFT Forsyth & Company
Florida
$953K +$9.5K +170 +1%
Carson Wealth (CWM LLC)
140
Carson Wealth (CWM LLC)
Nebraska
$953K +$12.6K +225 +1%
Kayne Anderson Rudnick Investment Management
141
Kayne Anderson Rudnick Investment Management
California
$950K -$5.03K -90 -0.5%
Qube Research & Technologies (QRT)
142
Qube Research & Technologies (QRT)
United Kingdom
$942K +$805K +14,395 +473%
PA
143
Pinnacle Associates
New York
$918K
KFP
144
KMG Fiduciary Partners
Ohio
$899K -$41.4K -740 -4%
SFS
145
Security Financial Services
Indiana
$897K -$120K -2,155 -11%
OWA
146
One Wealth Advisors
California
$894K -$128K -2,295 -12%
FPCP
147
Fort Point Capital Partners
California
$894K +$2.79K +50 +0.3%
BCWM
148
Bartlett & Co Wealth Management
Ohio
$890K
BC
149
Bartlett & Co
Ohio
$890K
WFAG
150
Worth Financial Advisory Group
North Carolina
$878K +$19.3K +345 +2%

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.