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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
RIA
401
Realta Investment Advisors
Delaware
$76.7K -$24.6K -409 -25%
DFA
402
DHJJ Financial Advisors
Illinois
$76.6K
CA
403
Continuum Advisory
Idaho
$73.5K
SWM
404
Sugarloaf Wealth Management
Georgia
$72.3K
AWM
405
Avior Wealth Management
Nebraska
$63.5K -$28.6K -476 -31%
CFO
406
CVA Family Office
Colorado
$63.4K
PCM
407
Perritt Capital Management
Illinois
$61.7K +$120 +2 +0.2%
RA
408
Ransom Advisory
Rhode Island
$61.3K
TCG
409
Transcendent Capital Group
Oklahoma
$61.3K
DCM
410
Davis Capital Management
Florida
$61K
PA
411
PSI Advisors
Florida
$57.2K +$8.84K +147 +19%
HWA
412
HHM Wealth Advisors
Tennessee
$54.5K
EWA
413
EverSource Wealth Advisors
Alabama
$52.5K
DSC
414
Duncker Streett & Co
Missouri
$52.1K
SIS
415
Strategic Investment Solutions
Illinois
$49.6K +$47.5K +789 New
ATPW
416
Ashton Thomas Private Wealth
Arizona
$49.4K +$48.6K +807 New
FFA
417
Frazier Financial Advisors
Ohio
$48.5K +$60 +1 +0.1%
NRC
418
New Republic Capital
North Carolina
$48.1K
NFSG
419
Newbridge Financial Services Group
Florida
$47.8K +$60 +1 +0.1%
FM
420
Family Management
New York
$46K
T
421
Tidemark
California
$43.2K -$60.3K -1,002 -59%
BCMLT
422
Beacon Capital Management LLC (Tennessee)
Tennessee
$42.1K +$30.5K +507 +282%
RIL
423
Rothschild Investment LLC
Illinois
$41.4K
Russell Investments Group
424
Russell Investments Group
United Kingdom
$40.5K -$28.1K -467 -41%
RWA
425
Redmont Wealth Advisors
Illinois
$39.5K

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.