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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
FPAS
301
Focus Partners Advisor Solutions
Missouri
$298K -$3.01K -50 -1%
FSA
302
Fort Sheridan Advisors
Illinois
$295K +$60.2K +1,000 +26%
FLPIM
303
F.L. Putnam Investment Management
Massachusetts
$294K -$3.19K -53 -1%
HTIM
304
Harbour Trust & Investment Management
Indiana
$291K
Koshinski Asset Management
305
Koshinski Asset Management
Illinois
$290K -$30.7K -510 -10%
HWM
306
HB Wealth Management
Georgia
$287K -$133K -2,215 -32%
LC
307
LCNB Corp
Ohio
$283K -$180K -3,000 -39%
BCM
308
Brookstone Capital Management
Illinois
$282K -$421 -7 -0.2%
MWM
309
Modera Wealth Management
New Jersey
$281K -$47.6K -791 -15%
RRA
310
Round Rock Advisors
Connecticut
$281K -$245K -4,080 -47%
KF
311
KKM Financial
Illinois
$278K
SCG
312
Sonata Capital Group
Washington
$276K
MCM
313
Mendel Capital Management
Arkansas
$276K -$8.18K -136 -3%
RMDI
314
R.M. Davis Inc
Maine
$276K +$271K +4,500 New
TSWM
315
Tyler-Stone Wealth Management
Ohio
$275K +$20.1K +334 +8%
TCA
316
Transcend Capital Advisors
New Jersey
$270K +$265K +4,407 New
AF
317
Allworth Financial
California
$264K +$60 +1 +0%
M&T Bank
318
M&T Bank
New York
$263K -$22.9K -380 -8%
CSC
319
Caldwell Sutter Capital
California
$261K
TFF
320
The Family Firm
Maryland
$259K -$28.9K -481 -10%
PIAS
321
PCA Investment Advisory Services
Ohio
$256K -$15.8K -263 -6%
CBT
322
Central Bank & Trust
Kentucky
$254K +$249K +4,141 New
ACA
323
Aptus Capital Advisors
Alabama
$251K -$225K -3,735 -48%
AIA
324
Arbor Investment Advisors
North Carolina
$250K +$10.8K +179 +5%
SFG
325
Sunburst Financial Group
Alabama
$248K

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.