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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
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$9.5M +$693K +11,525 +8%
SFG
27
Sowa Financial Group
Rhode Island
$8.79M -$7.39M -122,856 -80%
PGFC
28
Peapack-Gladstone Financial Corp
New Jersey
$8.67M -$112K -1,869 -1%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$8.46M -$19.2K -320 -0.2%
GLA
30
Great Lakes Advisors
Illinois
$7.89M -$135K -2,247 -2%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$7.36M -$159K -2,647 -2%
UCFA
32
United Capital Financial Advisors
Texas
$7.31M -$364K -6,053 -5%
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$7.27M +$274K +4,554 +4%
FCFC
34
First Citizens Financial Corp
Iowa
$6.86M +$178K +2,967 +3%
SAM
35
SP Asset Management
California
$6.33M +$4.39K +73 +0.1%
SCA
36
Stillwater Capital Advisors
Pennsylvania
$6.25M -$59.8K -994 -1%
CA
37
Cetera Advisors
Colorado
$6.2M +$3.63M +60,444 +152%
E
38
ETFidea
New York
$5.97M +$24.7K +410 +0.4%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$5.87M -$1.61M -26,720 -22%
PAG
40
Private Advisor Group
New Jersey
$5.32M -$5.59K -93 -0.1%
PWW
41
Pettyjohn Wood & White
Virginia
$5.08M -$99.2K -1,650 -2%
SPIA
42
Steward Partners Investment Advisory
New York
$5.04M -$335K -5,565 -6%
CIA
43
Capital Investment Advisors
Georgia
$4.93M -$146K -2,420 -3%
MML Investors Services
44
MML Investors Services
Massachusetts
$4.93M -$561K -9,334 -10%
AFG
45
Arkansas Financial Group
Arkansas
$4.33M +$33.4K +556 +0.8%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$4.25M -$129K -2,140 -3%
Stifel Financial
47
Stifel Financial
Missouri
$4.07M +$387K +6,427 +11%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$3.92M +$3.81M +63,327 New
Citigroup
49
Citigroup
New York
$3.8M -$166K -2,755 -4%
CWM
50
Congress Wealth Management
Massachusetts
$3.78M +$10.6K +176 +0.3%

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.