Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s iShares US Healthcare ETF IYH Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s Portfolio IYH Stock Details IYH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-205,000	Closed	-$11.7M	–	1055
2023 Q4	$11.7M	Hold	205,000	–	–	0.04%	261
2023 Q3	$11.1M	Hold	205,000	–	–	0.05%	229
2023 Q2	$11.5M	Sell	205,000 -45,000	-18%	-$2.5M	0.05%	271
2023 Q1	$13.7M	Hold	250,000	–	–	0.07%	188
2022 Q4	$14.2M	Buy	+250,000	New	+$13.8M	0.07%	219

Other funds holding IYH

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's IYH Position: Q1 2024 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold out of iShares US Healthcare ETF (IYH) in Q1 2024, closing a stake of 205,000 shares — an estimated $11.7M sold.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in IYH in Q4 2022 and held it in 5 quarters. The position peaked at $14.2M in Q4 2022. 484 funds tracked by Wall St. Rank hold IYH as of Q1 2024.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund reported no remaining iShares US Healthcare ETF position as of Q1 2024 after selling out during the quarter.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold 205,000 iShares US Healthcare ETF shares in Q1 2024, an estimated $11.7M.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in iShares US Healthcare ETF in Q4 2022 and held it in 5 quarters.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's iShares US Healthcare ETF position peaked at $14.2M in Q4 2022.
484 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2024.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q1 2024, filed 13 May 2024.