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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
HBW
426
Hazlett, Burt & Watson
West Virginia
$36K
CWM
427
Compass Wealth Management
Connecticut
$35.6K
OSNBOA
428
Old Second National Bank of Aurora
Illinois
$33.7K
BAM
429
Bellevue Asset Management
Washington
$30.9K
RDFA
430
Ritter Daniher Financial Advisory
Ohio
$30.9K
TC
431
Truvestments Capital
Florida
$30.9K
LF
432
LifeSteps Financial
California
$30.9K +$30.1K +500 New
RA
433
Rise Advisors
New York
$28.7K +$180 +3 +0.7%
CTC
434
Central Trust Company
Missouri
$28.5K -$2.41K -40 -8%
FWP
435
FAS Wealth Partners
Kansas
$28.2K +$6.32K +105 +30%
A
436
Allianz
Germany
$26.3K +$25.6K +425 New
HNB
437
Hilltop National Bank
Wyoming
$26.3K +$25.6K +425 New
TLA
438
Tanglewood Legacy Advisors
Texas
$25.4K -$31.3K -520 -56%
CLOS
439
Compagnie Lombard Odier SCmA
Switzerland
$25.1K
CTWM
440
Cherry Tree Wealth Management
Minnesota
$23.2K
CHA
441
Carmichael Hill & Associates
Maryland
$22.3K
FPFS
442
First Personal Financial Services
North Carolina
$21.4K
GT
443
Glenmede Trust
Pennsylvania
$21.4K
JWA
444
JFS Wealth Advisors
Pennsylvania
$21K
EWM
445
Evermay Wealth Management
Virginia
$20.4K
FFA
446
Founders Financial Alliance
North Carolina
$20.1K
SWC
447
Spectrum Wealth Counsel
Indiana
$20.1K
ADL
448
Asset Dedication LLC
California
$20K
KFS
449
Kelly Financial Services
Massachusetts
$19.2K -$8.12K -135 -30%
CPA
450
Clear Point Advisors
New York
$19.2K

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.