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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
WIM
426
Westside Investment Management
California
$39.3K
PP
427
Pacifica Partners
Canada
$38.3K
LFG
428
Larson Financial Group
Missouri
$36.3K +$33.1K +550 +1,279%
HBW
429
Hazlett, Burt & Watson
West Virginia
$36K
CWM
430
Compass Wealth Management
Connecticut
$35.2K
AAP
431
Arax Advisory Partners
Colorado
$34.6K +$34K +565 New
OSNBOA
432
Old Second National Bank of Aurora
Illinois
$33.4K
CC
433
Cultivar Capital
Texas
$30.9K +$30.4K +505 New
BAM
434
Bellevue Asset Management
Washington
$30.6K
TWP
435
Triad Wealth Partners
Kansas
$30.6K +$30.1K +500 New
RA
436
Rise Advisors
New York
$28.4K +$60 +1 +0.2%
CTC
437
Central Trust Company
Missouri
$28.2K
FWP
438
FAS Wealth Partners
Kansas
$27.9K +$60 +1 +0.2%
A
439
Allianz
Germany
$26K
HNB
440
Hilltop National Bank
Wyoming
$26K
RDFA
441
Ritter Daniher Financial Advisory
Ohio
$24.5K -$6.02K -100 -20%
HH
442
HWG Holdings
Texas
$24.2K +$23.8K +395 New
CAS
443
Coppell Advisory Solutions
Texas
$23.8K +$23.3K +388 New
CTWM
444
Cherry Tree Wealth Management
Minnesota
$23K
FPFS
445
First Personal Financial Services
North Carolina
$21.1K
GT
446
Glenmede Trust
Pennsylvania
$21.1K
JWA
447
JFS Wealth Advisors
Pennsylvania
$20.8K
ADL
448
Asset Dedication LLC
California
$20.2K
EWM
449
Evermay Wealth Management
Virginia
$20.2K
CB
450
Chris Bulman
California
$20.2K +$19.9K +330 New

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.