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iShares US Healthcare ETF

484 hedge funds and large institutions have $1.68B invested in iShares US Healthcare ETF in 2024 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 145 increasing their positions, 157 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

969% more call options, than puts

Call options by funds: $3.17M | Put options by funds: $297K

32% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 37

2% more capital invested

Capital invested by funds: $1.65B → $1.68B (+$33.7M)

1% more funds holding

Funds holding: 480484 (+4)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

8% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 157

213.46% less ownership

Funds ownership: 261.07%47.61% (-213%)

Holders
484
Holders Change
+4
Holders Change %
+0.83%
% of All Funds
6.97%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
49
Increased
145
Reduced
157
Closed
37
Calls
$3.17M
Puts
$297K
Net Calls
+$2.88M
Net Calls Change
+$2.25M
Name Holding Trade Value Shares
Change
Change in
Stake
MAG
226
MRA Advisory Group
New Jersey
$521K -$36.7K -610 -7%
TNB
227
Thomasville National Bank
Georgia
$517K
MCA
228
Millennium Capital Advisors
Arkansas
$508K +$27.1K +450 +6%
HNB
229
Huntington National Bank
Ohio
$502K
DWP
230
Daymark Wealth Partners
Ohio
$500K
CAGAS
231
Capital Advisory Group Advisory Services
Minnesota
$500K +$152K +2,523 +45%
HIA
232
Harbor Investment Advisory
Maryland
$499K
KCFA
233
Key Client Fiduciary Advisors
New Jersey
$494K +$21.4K +356 +5%
LWM
234
Laidlaw Wealth Management
New York
$493K -$179K -2,980 -27%
OC
235
Oppenheimer & Co
New York
$490K -$26.9K -447 -5%
WTC
236
WhitTier Trust Company
Nevada
$487K
ACA
237
Aptus Capital Advisors
Alabama
$485K +$471K +7,835 New
SC
238
Savant Capital
Illinois
$480K -$32K -532 -6%
CFGS
239
Concourse Financial Group Securities
Alabama
$479K
LC
240
LCNB Corp
Ohio
$472K
Comerica Bank
241
Comerica Bank
Texas
$472K -$161K -2,683 -26%
TSS
242
Two Sigma Securities
New York
$469K -$36.3K -603 -7%
SF
243
Summit Financial
New Jersey
$468K +$455K +7,566 New
PWP
244
Principle Wealth Partners
Connecticut
$466K
SWM
245
Spire Wealth Management
Virginia
$466K -$2.23K -37 -0.5%
FMC
246
First Merchants Corp
Indiana
$463K -$28K -465 -6%
BFAG
247
Blackston Financial Advisory Group
Florida
$455K -$158K -2,625 -26%
KWM
248
Keating Wealth Management
Colorado
$451K
AWM
249
Apollon Wealth Management
South Carolina
$449K +$155K +2,581 +55%
FFN
250
Focus Financial Network
Minnesota
$441K -$791K -13,152 -63%

IYH Hedge Fund Activity: Q1 2024 in Review

484 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q1 2024, worth a combined $1.68B — up 2% from $1.65B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new IYH positions and 37 closed out — a net gain of 12 holders — while 145 added to existing stakes and 157 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), opening a new position worth an estimated $120M. The largest seller was Morgan Stanley, cutting an estimated $188M.

  • 484 institutional investors held iShares US Healthcare ETF (IYH) as of Q1 2024, up from 480 in Q4 2023.
  • Funds reported $1.68B of iShares US Healthcare ETF stock for Q1 2024, up 2% quarter-over-quarter.
  • 49 funds opened new iShares US Healthcare ETF positions in Q1 2024 and 37 closed out, a net change of +12 holders.
  • The largest iShares US Healthcare ETF buyer in Q1 2024 was Manulife (Manufacturers Life Insurance), an estimated $120M added.
  • The largest iShares US Healthcare ETF seller in Q1 2024 was Morgan Stanley, an estimated $188M sold.

Based on aggregated 13F filings for Q1 2024.