Who owns iShares U.S. Healthcare ETF (IYH)
Which tracked institutional funds hold IYH, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IYH company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
77 tracked funds added or opened IYH while 38 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
IYH’s largest tracked holder by dollar value, UBS Group AG, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes IYH more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in IYH divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 510 tracked filers holding IYH, 194 increased or opened the position and 215 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in IYH between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 16
- Ninety One SA (Pty) Ltd$7M
- MANUFACTURERS LIFE INSURANCE COMPANY, THE$3M
- J.W. COLE ADVISORS, INC.$3M
- MARSHALL WACE, LLP$3M
- Simplicity Wealth,LLC$3M
- Y-Intercept (Hong Kong) Ltd$1M
Full exits 22
- PINKERTON WEALTH, LLC$56M
- HighTower Advisors, LLC$18M
- PARK AVENUE SECURITIES LLC$11M
- PEAPACK GLADSTONE FINANCIAL CORP$7M
- TWO SIGMA INVESTMENTS, LP$7M
- PRINCIPAL FINANCIAL GROUP INC$6M
Largest adds
- UBS Group AG$17M
- OAKWORTH CAPITAL, INC.$15M
- LPL Financial LLC$12M
- MORGAN STANLEY$10M
- RAYMOND JAMES FINANCIAL INC$9M
- BANK OF AMERICA CORP /DE/$8M
Largest trims
- SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$8M
- GFS Advisors, LLC$4M
- GOLDMAN SACHS GROUP INC$3M
- WELLS FARGO & COMPANY/MN$3M
- Private Advisor Group, LLC$3M
- Mariner, LLC$2M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| UBS Group AG added | 2,577,753 | $173M | 13.1% | 2026-Q2 |
| MORGAN STANLEY trimmed | 2,203,857 | $148M | 11.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,527,301 | $102M | 7.7% | 2026-Q2 |
| LPL Financial LLC added | 1,482,478 | $99M | 7.5% | 2026-Q2 |
| PGIM Custom Harvest LLC trimmed | 1,054,594 | $71M | 5.3% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 1,029,546 | $69M | 5.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 915,094 | $61M | 4.6% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 849,727 | $57M | 4.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 756,281 | $51M | 3.8% | 2026-Q2 |
| OAKWORTH CAPITAL, INC. added | 609,679 | $41M | 3.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 590,123 | $40M | 3.0% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 420,482 | $28M | 2.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 373,872 | $25M | 1.9% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 322,764 | $22M | 1.6% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 278,971 | $19M | 1.4% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 192,084 | $13M | 1.0% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 183,420 | $12M | 0.9% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 165,234 | $11M | 0.8% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 163,818 | $11M | 0.8% | 2026-Q2 |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC added | 157,311 | $11M | 0.8% | 2026-Q2 |
| ARKANSAS FINANCIAL GROUP, INC. added | 156,064 | $10M | 0.8% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 126,850 | $9M | 0.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 116,724 | $8M | 0.6% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 115,423 | $8M | 0.6% | 2026-Q2 |
| SP Asset Management LLC trimmed | 102,390 | $7M | 0.5% | 2026-Q2 |
| Ninety One SA (Pty) Ltd new | 102,200 | $7M | 0.5% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 95,379 | $6M | 0.5% | 2026-Q2 |
| First Citizens Financial Corp trimmed | 92,717 | $6M | 0.5% | 2026-Q2 |
| Zurich Insurance Group Ltd/FI added | 90,190 | $6M | 0.5% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 81,135 | $5M | 0.4% | 2026-Q2 |
| Equitable Holdings, Inc. added | 79,645 | $5M | 0.4% | 2026-Q2 |
| Gerald Baker Financial Group LLC added | 79,533 | $5M | 0.4% | 2026-Q2 |
| FORTE ASSET MANAGEMENT LLC added | 77,580 | $5M | 0.4% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 77,115 | $5M | 0.4% | 2026-Q2 |
| Stillwater Capital Advisors, LLC trimmed | 73,540 | $5M | 0.4% | 2026-Q2 |
| PETTYJOHN, WOOD & WHITE, INC trimmed | 71,435 | $5M | 0.4% | 2026-Q2 |
| HC Advisors, LLC trimmed | 69,580 | $5M | 0.4% | 2026-Q2 |
| Capital Investment Advisors, LLC trimmed | 68,063 | $5M | 0.3% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 64,414 | $4M | 0.3% | 2026-Q2 |
| Lighthouse Financial LLC trimmed | 63,024 | $4M | 0.3% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 56,535 | $4M | 0.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 55,543 | $4M | 0.3% | 2026-Q2 |
| National Philanthropic Trust added | 54,427 | $4M | 0.3% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 53,838 | $4M | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 53,412 | $4M | 0.3% | 2026-Q2 |
| FMR LLC added | 53,041 | $4M | 0.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 52,744 | $4M | 0.3% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 50,890 | $3M | 0.3% | 2026-Q2 |
| Creative Planning trimmed | 50,058 | $3M | 0.3% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 49,200 | $3M | 0.2% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 47,015 | $3M | 0.2% | 2026-Q2 |
| RAINEY & RANDALL WEALTH ADVISORS INC. trimmed | 46,017 | $3M | 0.2% | 2026-Q2 |
| Ethos Financial Group, LLC trimmed | 45,001 | $3M | 0.2% | 2026-Q2 |
| Mine & Arao Wealth Creation & Management, LLC. added | 44,401 | $3M | 0.2% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 42,844 | $3M | 0.2% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 42,584 | $3M | 0.2% | 2026-Q2 |
| LOM Asset Management Ltd added | 42,439 | $3M | 0.2% | 2026-Q2 |
| Smartleaf Asset Management LLC | 41,095 | $3M | 0.2% | 2026-Q2 |
| Conservest Capital Advisors, Inc. added | 40,897 | $3M | 0.2% | 2026-Q2 |
| Simplicity Wealth,LLC new | 39,866 | $3M | 0.2% | 2026-Q2 |
| Laurel Wealth Advisors LLC added | 38,497 | $3M | 0.2% | 2026-Q2 |
| MONEY CONCEPTS CAPITAL CORP added | 37,430 | $3M | 0.2% | 2026-Q2 |
| CreativeOne Wealth, LLC added | 35,947 | $2M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 35,075 | $2M | 0.2% | 2026-Q2 |
| Gladstone Institutional Advisory LLC added | 34,361 | $2M | 0.2% | 2026-Q2 |
| Essex LLC trimmed | 34,140 | $2M | 0.2% | 2026-Q2 |
| Arax Advisory Partners added | 33,629 | $2M | 0.2% | 2026-Q2 |
| Empirical Asset Management, LLC trimmed | 33,476 | $2M | 0.2% | 2026-Q2 |
| NWF Advisory Services Inc. trimmed | 32,437 | $2M | 0.2% | 2026-Q2 |
| Quest 10 Wealth Builders, Inc. trimmed | 31,694 | $2M | 0.2% | 2026-Q2 |
| Arkadios Wealth Advisors trimmed | 31,113 | $2M | 0.2% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 29,989 | $2M | 0.2% | 2026-Q2 |
| JOHNSON INVESTMENT COUNSEL INC added | 29,840 | $2M | 0.2% | 2026-Q2 |
| MGO ONE SEVEN LLC trimmed | 29,712 | $2M | 0.2% | 2026-Q2 |
| Fifth Third Securities, Inc. added | 29,587 | $2M | 0.1% | 2026-Q2 |
| AUA CAPITAL MANAGEMENT, LLC trimmed | 29,093 | $2M | 0.1% | 2026-Q2 |
| Audent Global Asset Management, LLC trimmed | 28,844 | $2M | 0.1% | 2026-Q2 |
| Corient Private Wealth LP added | 27,762 | $2M | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 27,592 | $2M | 0.1% | 2026-Q2 |
| MMBG INVESTMENT ADVISORS CO. | 27,470 | $2M | 0.1% | 2026-Q2 |
| CIBC WORLD MARKET INC. trimmed | 27,014 | $2M | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 26,480 | $2M | 0.1% | 2026-Q2 |
| CORRADO ADVISORS, LLC added | 26,382 | $2M | 0.1% | 2026-Q2 |
| DAVENPORT & Co LLC trimmed | 26,354 | $2M | 0.1% | 2026-Q2 |
| &PARTNERS trimmed | 25,697 | $2M | 0.1% | 2026-Q2 |
| US BANCORP \DE\ added | 24,895 | $2M | 0.1% | 2026-Q2 |
| Pathstone Holdings, LLC added | 24,268 | $2M | 0.1% | 2026-Q2 |
| NORTHERN TRUST CORP added | 24,146 | $2M | 0.1% | 2026-Q2 |
| TD Waterhouse Canada Inc. trimmed | 23,911 | $2M | 0.1% | 2026-Q2 |
| COMMERCE BANK trimmed | 23,592 | $2M | 0.1% | 2026-Q2 |
| Virtue Capital Management, LLC trimmed | 23,458 | $2M | 0.1% | 2026-Q2 |
| Merkkuri Wealth Advisors LLC added | 23,126 | $2M | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 23,087 | $2M | 0.1% | 2026-Q2 |
| Focus Partners Wealth added | 22,802 | $2M | 0.1% | 2026-Q2 |
| Valmark Advisers, Inc. trimmed | 22,724 | $2M | 0.1% | 2026-Q2 |
| Mariner, LLC trimmed | 22,070 | $1M | 0.1% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 21,998 | $1M | 0.1% | 2026-Q2 |
| Kovack Advisors, Inc. added | 21,917 | $1M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP trimmed | 21,642 | $1M | 0.1% | 2026-Q2 |
| Sankala Group LLC added | 21,008 | $2M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.