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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
GRP
326
Global Retirement Partners
California
$268K -$366K -6,090 -58%
CSC
327
Caldwell Sutter Capital
California
$264K
AF
328
Allworth Financial
California
$263K +$13K +216 +5%
Cerity Partners
329
Cerity Partners
New York
$257K +$241 +4 +0.1%
TSWM
330
Tyler-Stone Wealth Management
Ohio
$257K -$79.6K -1,323 -24%
PI
331
PFG Investments
New York
$255K +$248K +4,119 New
BCFS
332
Butensky & Cohen Financial Security
Florida
$253K -$36.4K -605 -13%
MFGM
333
Marshall Financial Group (Maryland)
Maryland
$250K +$361 +6 +0.1%
SFG
334
Sunburst Financial Group
Alabama
$249K
PNC
335
Park National Corp
Ohio
$248K
IA
336
IFP Advisors
Florida
$246K -$66.5K -1,105 -22%
HGERS
337
Householder Group Estate & Retirement Specialist
Arizona
$246K -$4.39K -73 -2%
CCG
338
Capital CS Group
California
$245K +$238K +3,965 New
Bank Julius Baer & Co
339
Bank Julius Baer & Co
Switzerland
$245K
APW
340
Aurora Private Wealth
New Jersey
$244K -$9.44K -157 -4%
TAM
341
Trillium Asset Management
Massachusetts
$244K
VCP
342
Verus Capital Partners
Arizona
$243K +$236K +3,930 New
KWS
343
Keystone Wealth Services
California
$243K
AIA
344
Arbor Investment Advisors
North Carolina
$241K +$7.22K +120 +3%
CT
345
Caldwell Trust
Florida
$241K -$49.9K -830 -18%
OCM
346
Objective Capital Management
Ohio
$240K +$180 +3 +0.1%
PBC
347
Pavion Blue Capital
California
$240K
NP
348
Nilsine Partners
Colorado
$239K
KIA
349
KCM Investment Advisors
California
$237K
PP
350
Patten & Patten
Tennessee
$237K -$22.6K -375 -9%

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.