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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
ATC
151
Argent Trust Co
Tennessee
$870K +$901K +16,115 New
SMWM
152
Silvia McColl Wealth Management
California
$853K
BDFN
153
Bond & Devick Financial Network
Minnesota
$845K +$9.78K +175 +1%
RIA
154
Regal Investment Advisors
Michigan
$844K +$77.4K +1,385 +10%
VFG
155
V2 Financial group
Illinois
$810K
GT
156
Glenview Trust
Kentucky
$801K -$10.1K -180 -1%
AI
157
Arrien Investments
Idaho
$799K -$30.2K -540 -4%
EWA
158
EP Wealth Advisors
California
$794K -$2.83M -50,585 -77%
PCIA
159
Prime Capital Investment Advisors
Kansas
$792K +$244K +4,365 +42%
DADC
160
D.A. Davidson & Co
Montana
$788K +$22.1K +395 +3%
Prudential Financial
161
Prudential Financial
New Jersey
$780K +$57.6K +1,030 +8%
DLCIG
162
D.L. Carlson Investment Group
New Hampshire
$779K -$152K -2,720 -16%
HTC
163
Haverford Trust Company
Pennsylvania
$761K
SXL
164
Summit X LLC
Missouri
$758K +$13.4K +240 +2%
KP
165
Keel Point
Alabama
$756K -$506K -9,045 -39%
HA
166
HFG Advisors
Ohio
$755K -$33.5K -600 -4%
SS
167
Sunbelt Securities
Texas
$750K +$192K +3,435 +33%
SWP
168
ShoreHaven Wealth Partners
New Jersey
$740K -$153K -2,740 -17%
MCM
169
MAI Capital Management
Ohio
$738K +$1.96K +35 +0.3%
SMC
170
Smith, Moore & Co
Missouri
$730K
HI
171
Hudock Inc
Pennsylvania
$712K -$13.1K -235 -2%
KA
172
Kovack Advisors
Florida
$711K -$14K -250 -2%
GRP
173
Global Retirement Partners
California
$706K -$29.9K -535 -4%
MCCA
174
Mill Creek Capital Advisors
Pennsylvania
$699K
MSAM
175
Moloney Securities Asset Management
Missouri
$698K -$141K -2,525 -16%

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.