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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
CWM
251
Cornerstone Wealth Management
Missouri
$406K -$118K -1,964 -23%
AIM
252
Athena Investment Management
California
$401K
EIA
253
Eldridge Investment Advisors
New Hampshire
$399K
NSIM
254
North Star Investment Management
Illinois
$395K -$32.8K -545 -8%
FUBT
255
First United Bank & Trust
Maryland
$393K -$7.76K -129 -2%
BAAM
256
Baker Avenue Asset Management
California
$390K
AFO
257
Arrowroot Family Office
California
$388K +$7.34K +122 +2%
PHAM
258
Palisades Hudson Asset Management
Florida
$379K +$782 +13 +0.2%
KWM
259
Keebeck Wealth Management
Illinois
$378K -$4.45K -74 -1%
CWA
260
Cascade Wealth Advisors
Washington
$378K -$274K -4,550 -43%
Franklin Resources
261
Franklin Resources
California
$375K
D.E. Shaw & Co
262
D.E. Shaw & Co
New York
$365K +$359K +5,960 New
EL
263
EQ LLC
Washington
$363K -$21.3K -354 -6%
PA
264
PFG Advisors
Arizona
$359K -$3.49K -58 -1%
FC
265
Fairscale Capital
New Hampshire
$357K +$340K +5,657 New
ECM
266
Evergreen Capital Management
Washington
$356K
CIAS
267
Capital Investment Advisory Services
North Carolina
$354K +$5.66K +94 +2%
MFIM
268
Mesirow Financial Investment Management
Illinois
$351K +$241 +4 +0.1%
SSB
269
Sandy Spring Bank
Maryland
$351K -$1.5K -25 -0.4%
GLLW
270
Graves Light Lenhart Wealth
Virginia
$347K
WCG
271
Weaver Consulting Group
California
$347K
CSIC
272
Clifford Swan Investment Counsel
California
$346K +$38.9K +647 +13%
FMWA
273
Forvis Mazars Wealth Advisors
Missouri
$345K
IC
274
IEQ Capital
California
$335K
CCM
275
Colorado Capital Management
Colorado
$334K

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.