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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
CBA
176
Coastal Bridge Advisors
Connecticut
$703K
SRWM
177
Shira Ridge Wealth Management
California
$703K -$29.2K -525 -4%
SCA
178
Snowden Capital Advisors
New York
$701K -$89.5K -1,610 -11%
GVAG
179
Great Valley Advisor Group
Delaware
$695K -$21.7K -390 -3%
KFS
180
Kelly Financial Services
Massachusetts
$694K +$8.34K +150 +1%
CFGS
181
Concourse Financial Group Securities
Alabama
$690K +$8.89K +160 +1%
FWCM
182
Ferguson Wellman Capital Management
Oregon
$682K +$131K +2,350 +24%
AF
183
Apexium Financial
Texas
$677K -$26.4K -475 -4%
CAM
184
Cozad Asset Management
Illinois
$666K
GJIA
185
Glass Jacobson Investment Advisors
Maryland
$665K +$659K +11,860 New
AIM
186
Acropolis Investment Management
Missouri
$662K -$67.8K -1,220 -9%
NRI
187
NFP Retirement Inc
California
$662K
USCWA
188
U.S. Capital Wealth Advisors
Texas
$654K +$27.2K +490 +4%
William Blair & Company
189
William Blair & Company
Illinois
$650K +$16.4K +295 +3%
AWA
190
Arkadios Wealth Advisors
Georgia
$645K +$5.56K +100 +0.9%
BRWA
191
B. Riley Wealth Advisors
Florida
$643K +$37K +665 +6%
AIA
192
Armor Investment Advisors
North Carolina
$642K -$72.8K -1,310 -10%
CWM
193
Cornerstone Wealth Management
Missouri
$631K -$10.6K -190 -2%
SB
194
Strategic Blueprint
Georgia
$626K +$106K +1,900 +20%
CIC
195
Carnegie Investment Counsel
Ohio
$623K
MA
196
Mutual Advisors
Nebraska
$620K +$66.4K +1,195 +12%
WC
197
Waterloo Capital
Texas
$620K -$126K -2,260 -17%
GWM
198
Gray Wealth Management
Maine
$620K -$18.9K -340 -3%
AAS
199
Ameritas Advisory Services
Nebraska
$611K -$8.06K -145 -1%
AA
200
Ancora Advisors
Ohio
$610K

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.