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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
Morgan Stanley
1
Morgan Stanley
New York
$130M -$13.4M -239,475 -9%
Bank of America
2
Bank of America
North Carolina
$107M +$2.37M +42,390 +2%
LPL Financial
3
LPL Financial
California
$106M -$7.15M -127,980 -6%
GBWM
4
Granite Bay Wealth Management
New Hampshire
$102M +$102M +1,821,255 New
UBS Group
5
UBS Group
Switzerland
$78.3M -$2.21M -39,525 -3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$59.9M -$6.14M -109,815 -9%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$59.7M +$30.2M +541,225 +96%
Wells Fargo
8
Wells Fargo
California
$57.8M -$4.84M -86,540 -7%
Goldman Sachs
9
Goldman Sachs
New York
$48.5M -$109K -1,950 -0.2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$48.2M -$4.57M -81,720 -8%
Osaic Holdings
11
Osaic Holdings
Arizona
$36.3M +$2.54M +45,405 +7%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$28M +$8.25M +147,575 +40%
JP Morgan Chase
13
JP Morgan Chase
New York
$27.9M -$2.48M -44,315 -8%
PCH
14
PGIM Custom Harvest
New Jersey
$27.6M +$6.35M +113,565 +29%
RJA
15
Raymond James & Associates
Florida
$26.5M +$791K +14,155 +3%
BA
16
Bellwether Advisors
Nebraska
$25.7M +$26.5M +474,900 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$24M +$91.7K +1,640 +0.4%
OC
18
Oakworth Capital
Alabama
$21.3M -$844K -15,095 -4%
Ameriprise
19
Ameriprise
Minnesota
$19.3M -$5.01M -89,665 -20%
HighTower Advisors
20
HighTower Advisors
Illinois
$16.8M -$3.05M -54,485 -15%
CCM
21
Consolidated Capital Management
California
$11.5M -$177K -3,170 -1%
UCFA
22
United Capital Financial Advisors
Texas
$11.5M +$118K +2,110 +1%
KAS
23
Kestra Advisory Services
Texas
$11.3M +$8.24M +147,425 +240%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
24
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$11.1M
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$10.9M -$2.07M -37,105 -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.