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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
SSB
276
Sandy Spring Bank
Maryland
$356K +$10.2K +170 +3%
MFIM
277
Mesirow Financial Investment Management
Illinois
$355K +$112K +1,858 +48%
GLLW
278
Graves Light Lenhart Wealth
Virginia
$352K -$97.7K -1,625 -22%
CIAS
279
Capital Investment Advisory Services
North Carolina
$352K -$29.3K -487 -8%
WCG
280
Weaver Consulting Group
California
$350K
FMWA
281
Forvis Mazars Wealth Advisors
Missouri
$348K
Jones Financial Companies
282
Jones Financial Companies
Missouri
$343K +$327K +5,444 +5,185%
IWM
283
IHT Wealth Management
Illinois
$343K -$6.38K -106 -2%
CCM
284
Colorado Capital Management
Colorado
$338K
IC
285
IEQ Capital
California
$338K
BA
286
Bristlecone Advisors
Washington
$337K +$90.2K +1,500 +38%
FCI
287
Financial Counselors Inc
Kansas
$334K
TIAA Trust, National Association
288
TIAA Trust, National Association
North Carolina
$333K -$45.1K -750 -12%
GFP
289
Gryphon Financial Partners
Ohio
$333K
MWM
290
Modera Wealth Management
New Jersey
$333K -$26.4K -439 -8%
C
291
Certuity
Florida
$330K +$320K +5,325 New
Koshinski Asset Management
292
Koshinski Asset Management
Illinois
$326K +$317K +5,266 New
CKAIS
293
Christensen King & Associates Investment Services
Washington
$326K +$60 +1 +0%
AHC
294
Adell Harriman & Carpenter
Texas
$325K -$15K -250 -5%
RDWM
295
Red Door Wealth Management
Tennessee
$324K
GPA
296
Garrison Point Advisors
California
$318K -$3.61K -60 -1%
DADC
297
D.A. Davidson & Co
Montana
$317K -$58.6K -975 -16%
SWP
298
ShoreHaven Wealth Partners
New Jersey
$317K -$31.9K -530 -9%
BPWM
299
Badgley Phelps Wealth Managers
Washington
$311K -$51.1K -849 -14%
EFS
300
Essex Financial Services
Connecticut
$310K +$301K +5,010 New

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.