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iShares US Healthcare ETF

493 hedge funds and large institutions have $1.48B invested in iShares US Healthcare ETF in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 128 increasing their positions, 156 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

38% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 40

2% more funds holding

Funds holding: 484493 (+9)

3.02% less ownership

Funds ownership: 47.61%44.59% (-3%)

12% less capital invested

Capital invested by funds: $1.68B → $1.48B (-$208M)

18% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 156

Holders
493
Holders Change
+9
Holders Change %
+1.86%
% of All Funds
7.12%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
55
Increased
128
Reduced
156
Closed
40
Calls
$1.84M
Puts
Net Calls
+$1.84M
Net Calls Change
-$1.04M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
226
Procyon Advisors
Connecticut
$499K +$114K +1,890 +30%
HIA
227
Harbor Investment Advisory
Maryland
$494K
FWCM
228
Ferguson Wellman Capital Management
Oregon
$493K -$35.9K -597 -7%
KCFA
229
Key Client Fiduciary Advisors
New Jersey
$490K +$902 +15 +0.2%
LWM
230
Laidlaw Wealth Management
New York
$488K
WTC
231
WhitTier Trust Company
Nevada
$483K
SC
232
Savant Capital
Illinois
$480K +$4.51K +75 +1%
NA
233
Navellier & Associates
Nevada
$479K +$471K +7,824 New
CFGS
234
Concourse Financial Group Securities
Alabama
$474K
PWP
235
Principle Wealth Partners
Connecticut
$462K
BPA
236
Beacon Pointe Advisors
California
$451K -$287K -4,765 -39%
VWA
237
Visionary Wealth Advisors
Illinois
$448K -$74.2K -1,233 -14%
P
238
&Partners
Tennessee
$447K +$438K +7,288 New
FMC
239
First Merchants Corp
Indiana
$440K -$18K -300 -4%
SWM
240
Spire Wealth Management
Virginia
$437K -$23.9K -398 -5%
AWM
241
Alterna Wealth Management
Texas
$432K
AWM
242
Apollon Wealth Management
South Carolina
$423K -$21K -349 -5%
KP
243
Keel Point
Alabama
$422K +$107K +1,771 +37%
SXL
244
Summit X LLC
Missouri
$421K +$1.44K +24 +0.4%
PWLP
245
Prio Wealth Limited Partnership
Massachusetts
$420K -$13.5K -225 -3%
MCM
246
Manchester Capital Management
Vermont
$415K -$13.6K -226 -3%
AMG
247
Advisors Management Group
Wisconsin
$411K
LL
248
LWMG LLC
Minnesota
$410K +$43.6K +724 +12%
CWA
249
Continuum Wealth Advisors
New York
$408K
FFN
250
Focus Financial Network
Minnesota
$407K -$70K -1,163 -15%

IYH Hedge Fund Activity: Q2 2024 in Review

493 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q2 2024, worth a combined $1.48B — down 12% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new IYH positions and 40 closed out — a net gain of 15 holders — while 128 added to existing stakes and 156 trimmed.

The largest buyer was Perbak Capital Partners, opening a new position worth an estimated $25.7M. The largest seller was Manulife (Manufacturers Life Insurance), exiting entirely with an estimated $124M sold.

  • 493 institutional investors held iShares US Healthcare ETF (IYH) as of Q2 2024, up from 484 in Q1 2024.
  • Funds reported $1.48B of iShares US Healthcare ETF stock for Q2 2024, down 12% quarter-over-quarter.
  • 55 funds opened new iShares US Healthcare ETF positions in Q2 2024 and 40 closed out, a net change of +15 holders.
  • The largest iShares US Healthcare ETF buyer in Q2 2024 was Perbak Capital Partners, an estimated $25.7M added.
  • The largest iShares US Healthcare ETF seller in Q2 2024 was Manulife (Manufacturers Life Insurance), an estimated $124M sold.

Based on aggregated 13F filings for Q2 2024.