We are live on ! Find out more
IYH icon

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
HCM
451
Hollencrest Capital Management
California
$18.9K
MTIC
452
Missouri Trust & Investment Company
Missouri
$18.6K
HWM
453
HighMark Wealth Management
Minnesota
$18.5K
EWM
454
EPG Wealth Management
Georgia
$17K
HFM
455
Hartford Financial Management
Connecticut
$15.8K
AWM
456
Aberdeen Wealth Management
Illinois
$15.5K
DI
457
DAGCO Inc
Ohio
$15.5K +$15K +250 New
HWP
458
Highline Wealth Partners
California
$13.6K
WT
459
Whittier Trust
California
$13.6K
WWP
460
WR Wealth Planners
Missouri
$13.6K +$13.2K +220 New
IWP
461
IAG Wealth Partners
Wisconsin
$12.7K
CTA
462
Colonial Trust Advisors
South Carolina
$11.5K
BCMLT
463
Beacon Capital Management LLC (Tennessee)
Tennessee
$11.1K +$902 +15 +9%
FGA
464
Fortis Group Advisors
New Jersey
$10.5K -$10.2K -170 -50%
OIA
465
Optimum Investment Advisors
Illinois
$10.2K
PWM
466
Provident Wealth Management
Tennessee
$9.9K +$9.62K +160 New
CAL
467
Capital Analysts LLC
Pennsylvania
$9K
CMP
468
Coston McIsaac & Partners
Maine
$9K +$241 +4 +3%
SC
469
SouthState Corp
Florida
$7.12K
PCM
470
Penserra Capital Management
California
$7K +$7.52K +125 New
DPW
471
DiNuzzo Private Wealth
Pennsylvania
$6.19K
RFA
472
Register Financial Advisors
Georgia
$6.19K +$6.01K +100 New
Bessemer Group
473
Bessemer Group
New Jersey
$6K
ACA
474
American Capital Advisory
Idaho
$5.46K +$1.2K +20 New
TCWA
475
Turtle Creek Wealth Advisors
Texas
$4.33K +$4.21K +70 New

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.