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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
TFGT
401
TS Financial Group (TSFG)
Illinois
$84K -$3.01K -50 -4%
AWM
402
Angeles Wealth Management
California
$82.3K
DFA
403
DHJJ Financial Advisors
Illinois
$77.4K
SWM
404
Sugarloaf Wealth Management
Georgia
$73K
CA
405
Continuum Advisory
Idaho
$72.3K +$72.2K +1,200 New
Russell Investments Group
406
Russell Investments Group
United Kingdom
$69.9K -$3.97K -66 -6%
CFO
407
CVA Family Office
Colorado
$64.1K
PCM
408
Perritt Capital Management
Illinois
$62.2K +$301 +5 +0.5%
SL
409
Salomon & Ludwin
Virginia
$61.9K
TCG
410
Transcendent Capital Group
Oklahoma
$61.9K
RA
411
Ransom Advisory
Rhode Island
$61.9K +$60.1K +1,000 New
DCM
412
Davis Capital Management
Florida
$61.4K -$1.2K -20 -2%
HWA
413
HHM Wealth Advisors
Tennessee
$55.1K
DSC
414
Duncker Streett & Co
Missouri
$52.6K -$60.1K -1,000 -54%
EWA
415
EverSource Wealth Advisors
Alabama
$49.1K
FFA
416
Frazier Financial Advisors
Ohio
$48.9K
PA
417
PSI Advisors
Florida
$48.7K -$180 -3 -0.4%
NRC
418
New Republic Capital
North Carolina
$48.6K -$1.8K -30 -4%
NFSG
419
Newbridge Financial Services Group
Florida
$48.2K +$241 +4 +0.5%
FM
420
Family Management
New York
$46.4K
RIL
421
Rothschild Investment LLC
Illinois
$41.8K
RWA
422
Redmont Wealth Advisors
Illinois
$39.9K +$38.8K +645 New
NCM
423
Northwest Capital Management
Oregon
$39.8K -$147K -2,452 -79%
WIM
424
Westside Investment Management
California
$39.7K +$3.07K +51 +9%
PP
425
Pacifica Partners
Canada
$38.6K +$28.6K +475 +297%

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.