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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
BPC
301
Banque Pictet & Cie
Switzerland
$310K
CSIC
302
Clifford Swan Investment Counsel
California
$310K
MM
303
Meridian Management
Arkansas
$310K
REMPR
304
Roof Eidam Maycock Peralta (REMP)
California
$310K
MFG
305
Merit Financial Group
Georgia
$306K +$311K +5,171 New
FPAS
306
Focus Partners Advisor Solutions
Missouri
$304K +$21.7K +361 +8%
KP
307
Keel Point
Alabama
$300K -$550K -9,148 -65%
FLPIM
308
F.L. Putnam Investment Management
Massachusetts
$300K +$11.7K +195 +4%
FHC
309
First Heartland Consultants
Missouri
$296K +$1.08K +18 +0.4%
HTIM
310
Harbour Trust & Investment Management
Indiana
$294K -$31.9K -530 -10%
IP
311
Ignite Planners
California
$293K +$241 +4 +0.1%
TFF
312
The Family Firm
Maryland
$292K +$722 +12 +0.3%
SCM
313
Steele Capital Management
Iowa
$291K +$39.1K +650 +16%
M&T Bank
314
M&T Bank
New York
$289K
FLA
315
Financial Life Advisors
Texas
$288K -$571K -9,490 -67%
CA
316
CoreCap Advisors
Michigan
$287K +$279K +4,640 New
MCM
317
Mendel Capital Management
Arkansas
$287K -$6.19K -103 -2%
CPIG
318
Chicago Partners Investment Group
Illinois
$283K +$241 +4 +0.1%
KF
319
KKM Financial
Illinois
$281K -$4.51K -75 -2%
SCG
320
Sonata Capital Group
Washington
$279K
CIG
321
Cascade Investment Group
Colorado
$279K
BCM
322
Brookstone Capital Management
Illinois
$277K +$50.6K +841 +23%
DAM
323
Derbend Asset Management
Georgia
$276K -$4.03K -67 -1%
PIAS
324
PCA Investment Advisory Services
Ohio
$275K +$60 +1 +0%
LFAS
325
Level Four Advisory Services
Texas
$272K -$229K -3,808 -80%

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.