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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
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$8.45M +$73.9K +1,229 +0.9%
PGFC
27
Peapack-Gladstone Financial Corp
New Jersey
$8.4M -$172K -2,862 -2%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$7.88M +$668K +11,103 +9%
GLA
29
Great Lakes Advisors
Illinois
$7.82M +$9.51K +158 +0.1%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$7.35M +$7.22M +119,939 New
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$7.17M -$114K -1,897 -2%
UCFA
32
United Capital Financial Advisors
Texas
$7.07M -$160K -2,654 -2%
PAG
33
Private Advisor Group
New Jersey
$6.81M +$1.52M +25,238 +29%
FCFC
34
First Citizens Financial Corp
Iowa
$6.79M +$241 +4 +0%
SFG
35
Sowa Financial Group
Rhode Island
$6.67M +$4.7M +78,193 +255%
GS
36
GTS Securities
New York
$6.57M +$6.45M +107,163 New
SAM
37
SP Asset Management
California
$6.28M +$8.66K +144 +0.1%
SCA
38
Stillwater Capital Advisors
Pennsylvania
$6.11M -$76.7K -1,275 -1%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$6.06M +$226K +3,755 +4%
E
40
ETFidea
New York
$5.97M +$55.8K +928 +1%
Jane Street
41
Jane Street
New York
$5.86M +$4.3M +71,532 +296%
SA
42
Sanctuary Advisors
Indiana
$5.74M +$5.89M +97,971 New
SPIA
43
Steward Partners Investment Advisory
New York
$5M +$9.02K +150 +0.2%
PWW
44
Pettyjohn Wood & White
Virginia
$4.88M -$142K -2,360 -3%
CIA
45
Capital Investment Advisors
Georgia
$4.83M -$50.4K -837 -1%
AFG
46
Arkansas Financial Group
Arkansas
$4.49M +$202K +3,353 +5%
MML Investors Services
47
MML Investors Services
Massachusetts
$4.35M -$521K -8,656 -11%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$4.02M +$141K +2,339 +4%
Stifel Financial
49
Stifel Financial
Missouri
$3.95M -$83.1K -1,382 -2%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$3.87M -$333K -5,534 -8%

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.