ISHARES U.S. HEALTHCARE ETF (IYH) Institutional Ownership Changes & 13F Activity
ISHARES U.S. HEALTHCARE ETF (IYH). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Hsbc Holdings Plc, Raymond James Financial Inc, Audent Global Asset Management, Llc, Nwf Advisory Services Inc., and Independent Financial Group, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Redwood Investment Management, Llc | Buy | +3,551 | — | 3,551 | $231.00 | Q4 2025 | Aug 26, 2026 |
| Kerr Financial Planning Corp | Sell | -1,036 | -80.4% | 252 | $16.35K | Q4 2025 | Jul 01, 2026 |
| Independent Financial Group, Llc | Buy | +25,921 | +79.4% | 58,579 | $3.81M | Q4 2025 | May 15, 2026 |
| National Philanthropic Trust | Buy | +207 | +0.4% | 54,647 | $3.56M | Q4 2025 | May 15, 2026 |
| Vision Retirement, Llc | Buy | +628 | — | 628 | $40.88K | Q4 2025 | May 07, 2026 |
| Medallion Wealth Advisors, Llc | Sell | -292 | -5.7% | 4,791 | $311.90K | Q4 2025 | Apr 24, 2026 |
| Pw Nova Financial Services Llc | Buy | +3,946 | — | 3,946 | $258.00K | Q4 2025 | Apr 09, 2026 |
| Audent Global Asset Management, Llc | Buy | +73,773 | — | 73,773 | $4.80M | Q4 2025 | Mar 10, 2026 |
| Hsbc Holdings Plc | Buy | +1,237,489 | — | 1,237,489 | $80.56M | Q4 2025 | Mar 06, 2026 |
| Bayban | Buy | +640 | — | 640 | $41.66K | Q4 2025 | Mar 05, 2026 |
| Shp Wealth Management | Buy | +215 | — | 215 | $14.00K | Q4 2025 | Mar 04, 2026 |
| Nwf Advisory Services Inc. | Buy | +29,815 | — | 29,815 | $1.94M | Q4 2025 | Mar 03, 2026 |
| Strategic Investment Solutions, Inc. | Buy | +805 | — | 805 | $52.39K | Q4 2025 | Feb 27, 2026 |
| Td Capital Management Llc | Buy | +226 | — | 226 | $14.70K | Q4 2025 | Feb 26, 2026 |
| Anchor Investment Management, Llc | Buy | +51 | — | 51 | $3.34K | Q4 2025 | Feb 26, 2026 |
| Astoria Portfolio Advisors Llc. | Buy | +10,993 | — | 10,993 | $727.74K | Q4 2025 | Feb 24, 2026 |
| Sunbelt Securities, Inc. | Buy | +11,916 | — | 11,916 | $775.74K | Q4 2025 | Feb 20, 2026 |
| Corient Private Wealth Llc | Buy | +25,664 | — | 25,664 | $1.67M | Q4 2025 | Feb 19, 2026 |
| Jacobs Equity Llc | Buy | +8,091 | — | 8,091 | $526.72K | Q4 2025 | Feb 19, 2026 |
| Raymond James Financial Inc | Buy | +632,605 | — | 632,605 | $41.18M | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +24,922 | — | 24,922 | $1.62M | Q4 2025 | Feb 18, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +20,786 | — | 20,786 | $1.35M | Q4 2025 | Feb 18, 2026 |
| Adams Wealth Management | Buy | +17,161 | — | 17,161 | $1.12M | Q4 2025 | Feb 18, 2026 |
| Cachetech Inc. | Buy | +17,161 | — | 17,161 | $1.12M | Q4 2025 | Feb 18, 2026 |
| Coastal Bridge Advisors, Llc | Buy | +11,060 | — | 11,060 | $720.01K | Q4 2025 | Feb 18, 2026 |
| Wealthspire Retirement, Llc | Buy | +10,190 | — | 10,190 | $663.37K | Q4 2025 | Feb 18, 2026 |
| First Citizens Bank & Trust Co | Buy | +9,175 | — | 9,175 | $597.29K | Q4 2025 | Feb 18, 2026 |
| Mercer Global Advisors Inc | Buy | +8,308 | — | 8,308 | $540.88K | Q4 2025 | Feb 18, 2026 |
| Ep Wealth Advisors, Llc | Buy | +8,272 | — | 8,272 | $538.51K | Q4 2025 | Feb 18, 2026 |
| Ameriflex Group, Inc. | Buy | +7,029 | — | 7,029 | $457.62K | Q4 2025 | Feb 18, 2026 |
Frequently asked questions about IYH activity
Which institutional owners are buying IYH?
Institutional owners buying IYH include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in IYH activity?
"Buy" means an investor increased their reported position in IYH compared to the prior reporting period. This reflects growing exposure to ISHARES U.S. HEALTHCARE ETF (IYH) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in IYH increasing?
Institutional interest in IYH can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.