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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
PWLP
251
Prio Wealth Limited Partnership
Massachusetts
$438K
AWM
252
Alterna Wealth Management
Texas
$437K
WWM
253
Waterway Wealth Management
Texas
$434K +$1.26K +21 +0.3%
MCM
254
Manchester Capital Management
Vermont
$434K
NSIM
255
North Star Investment Management
Illinois
$433K
HWM
256
HB Wealth Management
Georgia
$427K +$38.2K +635 +10%
SXL
257
Summit X LLC
Missouri
$423K -$122K -2,032 -23%
AMG
258
Advisors Management Group
Wisconsin
$415K -$9.62K -160 -2%
CWA
259
Continuum Wealth Advisors
New York
$412K
CIA
260
Concurrent Investment Advisors
Florida
$412K +$19.2K +319 +5%
FUBT
261
First United Bank & Trust
Maryland
$405K -$15K -250 -4%
AIM
262
Athena Investment Management
California
$405K -$601 -10 -0.2%
WEG
263
World Equity Group
Illinois
$404K +$393K +6,528 New
EIA
264
Eldridge Investment Advisors
New Hampshire
$403K +$60 +1 +0%
BAAM
265
Baker Avenue Asset Management
California
$394K +$60 +1 +0%
EL
266
EQ LLC
Washington
$389K -$29.8K -495 -7%
KWM
267
Keebeck Wealth Management
Illinois
$387K -$1.5K -25 -0.4%
PA
268
Procyon Advisors
Connecticut
$387K
AFO
269
Arrowroot Family Office
California
$385K -$2.17K -36 -0.6%
PHAM
270
Palisades Hudson Asset Management
Florida
$383K +$902 +15 +0.2%
Franklin Resources
271
Franklin Resources
California
$379K
CW
272
CIC Wealth
Maryland
$370K -$278K -4,615 -44%
LL
273
LWMG LLC
Minnesota
$370K +$143K +2,373 +66%
PA
274
PFG Advisors
Arizona
$367K +$28.7K +478 +9%
ECM
275
Evergreen Capital Management
Washington
$360K +$60 +1 +0%

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.