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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
BA
276
Bristlecone Advisors
Washington
$334K
GFP
277
Gryphon Financial Partners
Ohio
$330K
TIAA Trust, National Association
278
TIAA Trust, National Association
North Carolina
$330K
FCI
279
Financial Counselors Inc
Kansas
$329K -$1.44K -24 -0.4%
TA
280
TPG Advisors
Illinois
$329K +$323K +5,375 New
SWA
281
Sax Wealth Advisors
New Jersey
$329K +$323K +5,370 New
SG
282
Sharper & Granite
California
$327K +$322K +5,345 New
C
283
Certuity
Florida
$326K
CKAIS
284
Christensen King & Associates Investment Services
Washington
$322K
CIA
285
Concurrent Investment Advisors
Florida
$322K -$84.2K -1,399 -21%
AHC
286
Adell Harriman & Carpenter
Texas
$322K
RDWM
287
Red Door Wealth Management
Tennessee
$321K
MFG
288
Merit Financial Group
Georgia
$321K +$3.79K +63 +1%
WA
289
Waverly Advisors
Alabama
$317K +$311K +5,173 New
GPA
290
Garrison Point Advisors
California
$315K
IP
291
Ignite Planners
California
$311K +$20.6K +343 +7%
DADC
292
D.A. Davidson & Co
Montana
$310K -$3.85K -64 -1%
SCM
293
Steele Capital Management
Iowa
$309K +$21.1K +350 +7%
SWP
294
ShoreHaven Wealth Partners
New Jersey
$308K -$4.93K -82 -2%
BPWM
295
Badgley Phelps Wealth Managers
Washington
$308K
BPC
296
Banque Pictet & Cie
Switzerland
$306K
MM
297
Meridian Management
Arkansas
$306K
REMPR
298
Roof Eidam Maycock Peralta (REMP)
California
$306K
CW
299
CreativeOne Wealth
Kansas
$303K -$300K -4,983 -50%
CPIG
300
Chicago Partners Investment Group
Illinois
$302K +$301 +5 +0.1%

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.