We are live on ! Find out more
IYH icon

iShares US Healthcare ETF
IYH

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: 480 → 484 (+4)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (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

Top Buyers

Rank Fund Capital Flow
1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$120M
2
Fidelity International
Fidelity International
Bermuda
+$42.1M
3
LPL Financial
LPL Financial
California
+$10.3M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$7.75M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$7.21M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$188M
2
GBWM
Granite Bay Wealth Management
New Hampshire
-$35.9M
3
Goldman Sachs
Goldman Sachs
New York
-$25.3M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$11.7M
5
CW
Connectus Wealth
Ohio
-$10.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
351
Summit Financial Strategies
Ohio
$236K – – –
FSA
352
Fort Sheridan Advisors
Illinois
$236K – – –
CMI
353
Clare Market Investments
Texas
$232K – – –
NCM
354
Narwhal Capital Management
Georgia
$232K – – –
GPA
355
Guidance Point Advisors
Massachusetts
$231K +$1.32K +22 +0.6%
KWM
356
Kaydan Wealth Management
Michigan
$228K +$60 +1 +0%
RW
357
REDW Wealth
New Mexico
$226K – – –
PWMAG
358
Pinnacle Wealth Management Advisory Group
New Jersey
$223K – – –
SSWM
359
Smith Salley Wealth Management
North Carolina
$217K – – –
QCM
360
Quantinno Capital Management
New York
$217K +$210K +3,500 New
ANTB
361
AMG National Trust Bank
Colorado
$217K – – –
BCP
362
Berkeley Capital Partners
Georgia
$217K +$210K +3,500 New
Qube Research & Technologies (QRT)
363
Qube Research & Technologies (QRT)
United Kingdom
$216K -$882K -14,674 -81%
CWM
364
Collaborative Wealth Management
Florida
$215K -$9.62K -160 -4%
AF
365
Advisornet Financial
Minnesota
$215K +$120 +2 +0.1%
HI
366
Harbour Investments
Wisconsin
$214K -$171K -2,841 -45%
CFD
367
Creative Financial Designs
Indiana
$210K +$361 +6 +0.2%
OSAM
368
O'Shaughnessy Asset Management
Connecticut
$209K – – –
GAG
369
GM Advisory Group
New York
$208K +$203K +3,368 New
OWA
370
One Wealth Advisors
California
$207K -$136K -2,255 -40%
PMFA
371
Plante Moran Financial Advisors
Michigan
$206K – – –
PA
372
Parallel Advisors
California
$192K -$7.4K -123 -4%
FRA
373
Front Row Advisors
California
$190K – – –
WT
374
Washington Trust
Rhode Island
$184K – – –
FAM
375
Family Asset Management
South Carolina
$179K -$18.9K -315 -10%
13 14
15
16 17

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.