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iShares US Healthcare ETF

497 hedge funds and large institutions have $1.42B invested in iShares US Healthcare ETF in 2025 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 130 increasing their positions, 170 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more call options, than puts

Call options by funds: $471K | Put options by funds: $262K

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

0% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 42

0.46% less ownership

Funds ownership: 44.93%44.47% (-0.46%)

2% less funds holding

Funds holding: 506497 (-9)

11% less capital invested

Capital invested by funds: $1.6B → $1.42B (-$178M)

24% less repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 170

Holders
497
Holders Change
-9
Holders Change %
-1.78%
% of All Funds
6.66%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
42
Increased
130
Reduced
170
Closed
42
Calls
$471K
Puts
$262K
Net Calls
+$209K
Net Calls Change
-$83K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$130M -$4.32M -70,669 -3%
Bank of America
2
Bank of America
North Carolina
$104M -$12M -196,813 -10%
LPL Financial
3
LPL Financial
California
$101M +$4.71M +77,068 +5%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$89M +$10.3M +167,985 +13%
UBS Group
5
UBS Group
Switzerland
$80M -$3.58M -58,534 -4%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$67.8M -$4.14M -67,702 -6%
Wells Fargo
7
Wells Fargo
California
$63.7M +$2.95M +48,247 +5%
PCH
8
PGIM Custom Harvest
New Jersey
$58.2M -$661K -10,816 -1%
Raymond James Financial
9
Raymond James Financial
Florida
$46.2M +$1.61M +26,270 +4%
Goldman Sachs
10
Goldman Sachs
New York
$38.4M +$9.9M +161,946 +35%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$30.8M +$1.94M +31,752 +7%
OC
12
Oakworth Capital
Alabama
$24M +$830K +13,577 +4%
Osaic Holdings
13
Osaic Holdings
Arizona
$22.8M +$1.74M +28,502 +8%
JSSH
14
J. Safra Sarasin Holding
$20.7M +$10.6M +173,430 +104%
KAS
15
Kestra Advisory Services
Texas
$19.1M -$400K -6,552 -2%
HighTower Advisors
16
HighTower Advisors
Illinois
$18.9M +$166K +2,724 +0.9%
Ameriprise
17
Ameriprise
Minnesota
$18.8M -$796K -13,023 -4%
CCM
18
Consolidated Capital Management
California
$15.7M -$2.64M -43,277 -14%
FWCM
19
Ferguson Wellman Capital Management
Oregon
$12.1M +$11.7M +191,032 +2,375%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$11.4M +$2.05M +33,486 +22%
JP Morgan Chase
21
JP Morgan Chase
New York
$10M -$4.01M -65,670 -29%
OIA
22
OneDigital Investment Advisors
Kansas
$9.44M -$1.14M -18,687 -11%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$8.36M -$11.7K -192 -0.1%
AWM
24
Adams Wealth Management
Utah
$7.87M +$7.9M +129,292 New
CI
25
CacheTech Inc
Utah
$7.87M +$7.9M +129,292 New

IYH Hedge Fund Activity: Q1 2025 in Review

497 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q1 2025, worth a combined $1.42B — down 11% from $1.6B a quarter earlier.

Fund positioning in IYH was balanced in Q1 2025: 42 funds opened new positions, 42 closed out, 130 added to existing stakes and 170 trimmed.

The largest buyer was Ferguson Wellman Capital Management, adding an estimated $11.7M. The largest seller was Two Sigma Investments, cutting an estimated $16.3M.

  • 497 institutional investors held iShares US Healthcare ETF (IYH) as of Q1 2025, down from 506 in Q4 2024.
  • Funds reported $1.42B of iShares US Healthcare ETF stock for Q1 2025, down 11% quarter-over-quarter.
  • 42 funds opened new iShares US Healthcare ETF positions in Q1 2025 and 42 closed out, a net change of 0 holders.
  • The largest iShares US Healthcare ETF buyer in Q1 2025 was Ferguson Wellman Capital Management, an estimated $11.7M added.
  • The largest iShares US Healthcare ETF seller in Q1 2025 was Two Sigma Investments, an estimated $16.3M sold.

Based on aggregated 13F filings for Q1 2025.