We are live on ! Find out more
IYH icon

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
Morgan Stanley
1
Morgan Stanley
New York
$149M +$15.8M +284,230 +12%
LPL Financial
2
LPL Financial
California
$117M +$5.24M +94,320 +5%
Bank of America
3
Bank of America
North Carolina
$109M -$6.72M -120,880 -6%
UBS Group
4
UBS Group
Switzerland
$83.4M +$315K +5,670 +0.4%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$68.3M -$569K -10,245 -0.8%
Wells Fargo
6
Wells Fargo
California
$64.8M -$1.32M -23,685 -2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$54.6M -$9.46M -170,200 -15%
Goldman Sachs
8
Goldman Sachs
New York
$50.5M +$7.47M +134,430 +18%
Osaic Holdings
9
Osaic Holdings
Arizona
$35.1M -$84.5K -1,520 -0.2%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$31.6M +$849K +15,280 +3%
JP Morgan Chase
11
JP Morgan Chase
New York
$31.4M +$5.68M +102,255 +22%
Manulife (Manufacturers Life Insurance)
12
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$29M +$17.6M +315,970 +157%
RJA
13
Raymond James & Associates
Florida
$26.7M -$1.49M -26,840 -5%
Ameriprise
14
Ameriprise
Minnesota
$25M -$5.88M -105,885 -19%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$24.8M +$669K +12,035 +3%
OC
16
Oakworth Capital
Alabama
$22.9M -$52.5K -945 -0.2%
PCH
17
PGIM Custom Harvest
New Jersey
$22.3M +$1.27M +22,770 +6%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$20.7M -$1.02M -18,385 -5%
HighTower Advisors
19
HighTower Advisors
Illinois
$20.4M +$929K +16,715 +5%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$13.4M +$1.34M +24,050 +11%
CCM
21
Consolidated Capital Management
California
$12.1M -$21.4K -385 -0.2%
OIA
22
OneDigital Investment Advisors
Kansas
$11.9M +$975K +17,550 +9%
UCFA
23
United Capital Financial Advisors
Texas
$11.8M -$66.4K -1,195 -0.6%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
24
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$11.5M -$2.5M -45,000 -18%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$10.3M -$6.79M -122,190 -40%

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.