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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
AIM
476
Anchor Investment Management
South Carolina
$4.02K
MWM
477
Mascoma Wealth Management
New Hampshire
$3.4K
ATC
478
Adirondack Trust Company
New York
$3.1K
CSWM
479
Cassady Schiller Wealth Management
Ohio
$3.1K
LFG
480
Larson Financial Group
Missouri
$2.64K -$120 -2 -4%
BTI
481
Blue Trust Inc
Georgia
$2.17K
PTC
482
Private Trust Company
Ohio
$1.55K +$1.5K +25 New
VCM
483
Viewpoint Capital Management
Washington
$1.24K
MHR
484
Matthew Hamilton Rosenberg
$921
FIA
485
FPC Investment Advisory
California
$296 +$301 +5 New
GI
486
Gradient Investments
Minnesota
$11
GBWM
487
Granite Bay Wealth Management
New Hampshire
-$35.9M -660,665 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
488
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$11.7M -205,000 Closed
CW
489
Connectus Wealth
Ohio
-$10.7M -186,540 Closed
AWM
490
AE Wealth Management
Kansas
-$5.56M -95,110 Closed
PCA
491
Prosperity Capital Advisors
Ohio
-$1.4M -24,460 Closed
TF
492
Trek Financial
Arizona
-$1.38M -24,160 Closed
WMWM
493
Whitaker-Myers Wealth Managers
Ohio
-$1.09M -19,065 Closed
GM
494
GeoWealth Management
Illinois
-$833K -14,550 Closed
WF
495
Williams Financial
Vermont
-$574K -10,025 Closed
Susquehanna International Group
496
Susquehanna International Group
Pennsylvania
-$591K -9,835 Closed
KCM
497
KM Capital Management
Texas
-$520K -9,085 Closed
MSAM
498
Moloney Securities Asset Management
Missouri
-$460K -8,035 Closed
SG
499
Sharper & Granite
California
-$290K -5,065 Closed
WAL
500
W Advisors LLC
Tennessee
-$286K -4,995 Closed

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.