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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
FFA
451
Founders Financial Alliance
North Carolina
$19.9K
SWC
452
Spectrum Wealth Counsel
Indiana
$19.9K
HPC
453
HM Payson & Co
Maine
$19.3K +$19K +315 New
CPA
454
Clear Point Advisors
New York
$19K
KFS
455
Kelly Financial Services
Massachusetts
$19K
HCM
456
Hollencrest Capital Management
California
$18.7K
HWM
457
HighMark Wealth Management
Minnesota
$18.4K
EWM
458
EPG Wealth Management
Georgia
$16.8K -$16.5K -275 Closed
MTIC
459
Missouri Trust & Investment Company
Missouri
$16.8K -$1.5K -25 -8%
HFM
460
Hartford Financial Management
Connecticut
$15.6K
AWM
461
Aberdeen Wealth Management
Illinois
$15.3K
DI
462
DAGCO Inc
Ohio
$15.3K
CHA
463
Carmichael Hill & Associates
Maryland
$15.1K -$6.86K -114 -32%
MG
464
Mather Group
Illinois
$13.6K +$13.2K +220 New
HWP
465
Highline Wealth Partners
California
$13.5K
WT
466
Whittier Trust
California
$13.5K
WWP
467
WR Wealth Planners
Missouri
$13.2K -$301 -5 -2%
IWP
468
IAG Wealth Partners
Wisconsin
$12.6K
Simplex Trading
469
Simplex Trading
Illinois
$12K +$12K +200 New
CTA
470
Colonial Trust Advisors
South Carolina
$11.3K
FGA
471
Fortis Group Advisors
New Jersey
$10.4K
OIA
472
Optimum Investment Advisors
Illinois
$10.1K
TSMHT
473
Thurston Springer Miller Herd & Titak
Indiana
$10.1K +$9.93K +165 New
LOIP
474
Live Oak Investment Partners
Texas
$9.74K
CAL
475
Capital Analysts LLC
Pennsylvania
$9K

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.