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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
AEPWM
376
Atlantic Edge Private Wealth Management
Florida
$149K
BFEC
377
Benjamin F. Edwards & Company
Missouri
$147K
HDIM
378
Hanson & Doremus Investment Management
Vermont
$145K
SMA
379
Sage Mountain Advisors
Georgia
$141K
GWSG
380
GPS Wealth Strategies Group
Colorado
$136K
KFI
381
Key Financial Inc
Pennsylvania
$132K +$180 +3 +0.1%
CWM
382
Cranbrook Wealth Management
Michigan
$131K
NRG
383
Nemes Rush Group
Michigan
$128K
CF
384
Centaurus Financial
California
$127K -$1.2K -20 -1%
NS
385
NBC Securities
Alabama
$127K
BlackRock
386
BlackRock
New York
$125K
BWM
387
BigSur Wealth Management
Florida
$123K
MRCM
388
M&R Capital Management
New Jersey
$123K
AAG
389
Accordant Advisory Group
Maryland
$119K
LIA
390
Lynx Investment Advisory
District of Columbia
$112K +$110K +1,834 New
MIM
391
MTM Investment Management
South Carolina
$99.6K
S
392
SignatureFD
Georgia
$99.3K
AA
393
AlphaMark Advisors
Kentucky
$99K -$3.01K -50 -3%
FHA
394
First Horizon Advisors
Tennessee
$97.4K
LI
395
LRI Investments
Florida
$93.4K
MWM
396
MGB Wealth Management
Texas
$93.3K
FFA
397
Farther Finance Advisors
California
$93.2K -$120 -2 -0.1%
BNP Paribas Financial Markets
398
BNP Paribas Financial Markets
France
$92.2K -$18K -299 -17%
RWMG
399
Redwood Wealth Management Group
New Jersey
$83K +$81.5K +1,355 New
TFGT
400
TS Financial Group (TSFG)
Illinois
$83K

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.