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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
AEPWM
376
Atlantic Edge Private Wealth Management
Florida
$150K
BFEC
377
Benjamin F. Edwards & Company
Missouri
$148K
HDIM
378
Hanson & Doremus Investment Management
Vermont
$147K
SMA
379
Sage Mountain Advisors
Georgia
$142K
GWSG
380
GPS Wealth Strategies Group
Colorado
$137K
KFI
381
Key Financial Inc
Pennsylvania
$133K +$120 +2 +0.1%
CWM
382
Cranbrook Wealth Management
Michigan
$132K
NRG
383
Nemes Rush Group
Michigan
$129K
CF
384
Centaurus Financial
California
$129K
NS
385
NBC Securities
Alabama
$129K
BlackRock
386
BlackRock
New York
$126K -$18.6K -310 -13%
BWM
387
BigSur Wealth Management
Florida
$124K
MRCM
388
M&R Capital Management
New Jersey
$124K
AAG
389
Accordant Advisory Group
Maryland
$120K +$117K +1,940 New
BNP Paribas Financial Markets
390
BNP Paribas Financial Markets
France
$112K +$12.3K +204 +13%
T
391
Tidemark
California
$106K +$60.3K +1,002 +142%
AA
392
AlphaMark Advisors
Kentucky
$103K -$1.5K -25 -1%
RIA
393
Realta Investment Advisors
Delaware
$103K +$99.8K +1,660 New
MIM
394
MTM Investment Management
South Carolina
$101K
S
395
SignatureFD
Georgia
$100K -$5.11K -85 -5%
FHA
396
First Horizon Advisors
Tennessee
$98.4K
LI
397
LRI Investments
Florida
$94.4K +$91.7K +1,525 New
FFA
398
Farther Finance Advisors
California
$93.9K -$48K -799 -34%
AWM
399
Avior Wealth Management
Nebraska
$93.6K +$76.8K +1,277 +543%
MWM
400
MGB Wealth Management
Texas
$92.8K

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.