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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
ANTB
351
AMG National Trust Bank
Colorado
$215K
BCP
352
Berkeley Capital Partners
Georgia
$214K
IAIM
353
International Assets Investment Management
Florida
$214K +$210K +3,496 New
CWM
354
Collaborative Wealth Management
Florida
$213K
AF
355
Advisornet Financial
Minnesota
$212K +$60 +1 +0%
PI
356
PFG Investments
New York
$211K -$40.9K -679 -16%
HIP
357
HUB Investment Partners
Texas
$210K +$206K +3,430 New
CW
358
CIC Wealth
Maryland
$210K -$154K -2,565 -43%
CFD
359
Creative Financial Designs
Indiana
$208K +$421 +7 +0.2%
OSAM
360
O'Shaughnessy Asset Management
Connecticut
$207K
CFG
361
Cooper Financial Group
California
$207K +$203K +3,375 New
VFA
362
Valeo Financial Advisors
Indiana
$206K +$203K +3,370 New
GAG
363
GM Advisory Group
New York
$206K
MW
364
Maia Wealth
Colorado
$205K +$198K +3,294 New
ICP
365
Interchange Capital Partners
Pennsylvania
$205K +$201K +3,342 New
PMFA
366
Plante Moran Financial Advisors
Michigan
$204K
JPLA
367
Joseph P. Lucia & Associates
New York
$203K +$200K +3,320 New
CVA
368
Central Valley Advisors
California
$203K -$83.4K -1,386 -13%
CT
369
Caldwell Trust
Florida
$197K -$40.3K -670 -17%
HI
370
Harbour Investments
Wisconsin
$197K -$14.6K -243 -7%
FRA
371
Front Row Advisors
California
$188K
PA
372
Parallel Advisors
California
$176K -$13.5K -224 -7%
FAM
373
Family Asset Management
South Carolina
$175K -$2.41K -40 -1%
WT
374
Washington Trust
Rhode Island
$166K -$16.2K -270 -9%
GRP
375
Global Retirement Partners
California
$149K -$114K -1,895 -44%

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.