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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
TC
201
Telemus Capital
Michigan
$600K -$8.34K -150 -1%
MC
202
Moors & Cabot
Massachusetts
$598K
TP
203
Tranquility Partners
Tennessee
$591K
WB
204
WesBanco Bank
West Virginia
$587K -$1.95K -35 -0.3%
SS
205
Sunbelt Securities
Texas
$586K -$53.3K -960 -8%
OAP
206
One Advisory Partners
Kansas
$582K +$15K +270 +3%
HWA
207
Heritage Wealth Advisors
Virginia
$577K
PCIA
208
Prime Capital Investment Advisors
Kansas
$577K +$572K +10,300 New
ASBI
209
American State Bank (Iowa)
Iowa
$573K
CWP
210
CFM Wealth Partners
Texas
$564K
AIC
211
Archer Investment Corporation
Indiana
$562K +$15.3K +275 +3%
MA
212
Montag & Associates
Georgia
$561K
BCI
213
Brinker Capital Investments
Pennsylvania
$560K +$86.7K +1,560 +19%
OPS
214
Orion Portfolio Solutions
Nebraska
$560K +$86.7K +1,560 +19%
GPA
215
Guidance Point Advisors
Massachusetts
$559K +$1.67K +30 +0.3%
HFA
216
High Falls Advisors
New York
$559K -$278 -5 -0.1%
NP
217
NorthRock Partners
Minnesota
$555K -$370K -6,660 -40%
RJT
218
Raymond James Trust
Florida
$552K +$87.5K +1,575 +19%
EWA
219
EP Wealth Advisors
California
$552K +$2.25M +40,415 +163%
RRA
220
Round Rock Advisors
Connecticut
$548K +$278 +5 +0.1%
GFL
221
Granite FO LLC
New Hampshire
$548K
BFAG
222
Blackston Financial Advisory Group
Florida
$544K -$17.5K -315 -3%
CW
223
CIC Wealth
Maryland
$523K +$16.4K +295 +3%
SWP
224
Stratos Wealth Partners
Ohio
$520K -$141K -2,535 -21%
WF
225
Williams Financial
Vermont
$519K -$16.4K -295 -3%

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.