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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
IA
326
IFP Advisors
Florida
$248K +$4.21K +70 +2%
PNC
327
Park National Corp
Ohio
$245K
HGERS
328
Householder Group Estate & Retirement Specialist
Arizona
$244K +$1.14K +19 +0.5%
Bank Julius Baer & Co
329
Bank Julius Baer & Co
Switzerland
$242K -$24.1K -401 -10%
IWM
330
IHT Wealth Management
Illinois
$242K -$96.3K -1,600 -29%
TAM
331
Trillium Asset Management
Massachusetts
$241K
PP
332
Patten & Patten
Tennessee
$239K +$4.51K +75 +2%
KWS
333
Keystone Wealth Services
California
$238K -$2.41K -40 -1%
NP
334
Nilsine Partners
Colorado
$237K
KIA
335
KCM Investment Advisors
California
$235K
IWA
336
Icon Wealth Advisors
Texas
$234K +$224K +3,730 New
MFGM
337
Marshall Financial Group (Maryland)
Maryland
$234K -$13.4K -223 -6%
SFS
338
Summit Financial Strategies
Ohio
$234K
GPA
339
Guidance Point Advisors
Massachusetts
$233K +$5.11K +85 +2%
CIAS
340
CFS Investment Advisory Services
New Jersey
$233K +$228K +3,795 New
CA
341
Clearstead Advisors
Ohio
$231K +$227K +3,771 New
NCM
342
Narwhal Capital Management
Georgia
$230K
PBC
343
Pavion Blue Capital
California
$228K -$9.51K -158 -4%
KWM
344
Kaydan Wealth Management
Michigan
$226K
RW
345
REDW Wealth
New Mexico
$224K
BCFS
346
Butensky & Cohen Financial Security
Florida
$223K -$26.5K -440 -11%
APW
347
Aurora Private Wealth
New Jersey
$223K -$20K -332 -8%
RWM
348
Ritholtz Wealth Management
New York
$222K +$218K +3,631 New
PWMAG
349
Pinnacle Wealth Management Advisory Group
New Jersey
$221K
SSWM
350
Smith Salley Wealth Management
North Carolina
$215K

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.