We are live on ! Find out more
IYH icon

iShares US Healthcare ETF

475 hedge funds and large institutions have $1.44B invested in iShares US Healthcare ETF in 2023 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 148 increasing their positions, 144 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more call options, than puts

Call options by funds: $1.48M | Put options by funds: $680K

3% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 144

0% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 46

0.47% less ownership

Funds ownership: 234.28%233.81% (-0.47%)

3% less funds holding

Funds holding: 488475 (-13)

7% less capital invested

Capital invested by funds: $1.56B → $1.44B (-$112M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
475
Holders Change
-13
Holders Change %
-2.66%
% of All Funds
7.57%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
46
Increased
148
Reduced
144
Closed
46
Calls
$1.48M
Puts
$680K
Net Calls
+$795K
Net Calls Change
-$908K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$129M -$5.19M -94,600 -4%
Bank of America
2
Bank of America
North Carolina
$112M +$1.58M +28,830 +1%
LPL Financial
3
LPL Financial
California
$109M +$1.02M +18,615 +0.9%
UBS Group
4
UBS Group
Switzerland
$81M -$14.5M -264,345 -15%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$67.1M -$1.69M -30,735 -2%
Wells Fargo
6
Wells Fargo
California
$64.4M -$4.06M -73,930 -6%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$62.5M -$8.97M -163,450 -12%
Goldman Sachs
8
Goldman Sachs
New York
$41.8M -$247K -4,505 -0.6%
Osaic Holdings
9
Osaic Holdings
Arizona
$34.4M -$7.54M -137,470 -18%
Ameriprise
10
Ameriprise
Minnesota
$30.1M -$723K -13,185 -2%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$29.9M +$17.3M +315,220 +135%
RJA
12
Raymond James & Associates
Florida
$27.5M +$164K +2,995 +0.6%
JP Morgan Chase
13
JP Morgan Chase
New York
$25M +$1.62M +29,495 +7%
OC
14
Oakworth Capital
Alabama
$22.4M +$78.7K +1,435 +0.4%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$21.2M -$607K -11,060 -3%
PCH
16
PGIM Custom Harvest
New Jersey
$20.5M +$4.85M +88,420 +31%
HighTower Advisors
17
HighTower Advisors
Illinois
$19M -$1.57M -28,660 -8%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$16.7M +$2M +36,495 +14%
AWG
19
Alpha Wave Global
New York
$15.2M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
20
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$13.7M
CCM
21
Consolidated Capital Management
California
$11.8M +$6.25M +113,935 +111%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$11.8M -$2.92M -53,275 -20%
UCFA
23
United Capital Financial Advisors
Texas
$11.5M -$560K -10,200 -5%
Manulife (Manufacturers Life Insurance)
24
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11M
OIA
25
OneDigital Investment Advisors
Kansas
$10.6M +$4.01M +73,160 +61%

IYH Hedge Fund Activity: Q1 2023 in Review

475 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q1 2023, worth a combined $1.44B — down 7.2% from $1.56B a quarter earlier.

Fund positioning in IYH was balanced in Q1 2023: 46 funds opened new positions, 46 closed out, 148 added to existing stakes and 144 trimmed.

The largest buyer was Money Concepts Capital, adding an estimated $19.3M. The largest seller was UBS Group, cutting an estimated $14.5M.

  • 475 institutional investors held iShares US Healthcare ETF (IYH) as of Q1 2023, down from 488 in Q4 2022.
  • Funds reported $1.44B of iShares US Healthcare ETF stock for Q1 2023, down 7.2% quarter-over-quarter.
  • 46 funds opened new iShares US Healthcare ETF positions in Q1 2023 and 46 closed out, a net change of 0 holders.
  • The largest iShares US Healthcare ETF buyer in Q1 2023 was Money Concepts Capital, an estimated $19.3M added.
  • The largest iShares US Healthcare ETF seller in Q1 2023 was UBS Group, an estimated $14.5M sold.

Based on aggregated 13F filings for Q1 2023.