iShares US Healthcare ETF
474 hedge funds and large institutions have $1.45B invested in iShares US Healthcare ETF in 2023 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 126 increasing their positions, 151 reducing their positions, and 36 closing their positions.
51% more call options, than puts
Call options by funds: $3.02M | Put options by funds: $2M
14% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 36
2.03% more ownership
Funds ownership: 233.05% → 235.08% (+2%)
0% more funds holding
Funds holding: 474 → 474 (0)
3% less capital invested
Capital invested by funds: $1.49B → $1.45B (-$39.8M)
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: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$30.2M |
| 2 |
BA
Bellwether Advisors
Lincoln,
Nebraska
|
+$26.5M |
| 3 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
+$10.8M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$9.11M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$8.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$29M |
| 2 |
Morgan Stanley
New York
|
-$13.4M |
| 3 |
LPL Financial
San Diego,
California
|
-$7.15M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$6.14M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$5.01M |
IYH Hedge Fund Activity: Q3 2023 in Review
474 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q3 2023, worth a combined $1.45B — down 2.7% from $1.49B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new IYH positions and 36 closed out — a net gain of 5 holders — while 126 added to existing stakes and 151 trimmed.
The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $30.2M. The largest seller was Manulife (Manufacturers Life Insurance), exiting entirely with an estimated $29M sold.
- 474 institutional investors held iShares US Healthcare ETF (IYH) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $1.45B of iShares US Healthcare ETF stock for Q3 2023, down 2.7% quarter-over-quarter.
- 41 funds opened new iShares US Healthcare ETF positions in Q3 2023 and 36 closed out, a net change of +5 holders.
- The largest iShares US Healthcare ETF buyer in Q3 2023 was Northwestern Mutual Wealth Management, an estimated $30.2M 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.