We are live on ! Find out more
IYH icon

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
CMP
476
Coston McIsaac & Partners
Maine
$9K
SC
477
SouthState Corp
Florida
$7.05K
SIS
478
Sound Income Strategies
Florida
$6.86K +$6.74K +112 New
TLA
479
Tanglewood Legacy Advisors
Texas
$6.74K -$18K -300 -73%
DPW
480
DiNuzzo Private Wealth
Pennsylvania
$6.13K
RFA
481
Register Financial Advisors
Georgia
$6.13K
Bessemer Group
482
Bessemer Group
New Jersey
$6K
CWP
483
Concord Wealth Partners
Virginia
$4.08K +$4.03K +67 New
MWM
484
Mascoma Wealth Management
New Hampshire
$3.37K
AIM
485
Anchor Investment Management
South Carolina
$3.13K -$842 -14 -22%
CSWM
486
Cassady Schiller Wealth Management
Ohio
$3.06K
S
487
Sachetta
Massachusetts
$2.27K +$2.17K +36 New
BTI
488
Blue Trust Inc
Georgia
$2.17K
NCM
489
Northwest Capital Management
Oregon
$1.84K -$36.9K -613 -95%
AssetMark Inc
490
AssetMark Inc
California
$1.84K +$1.8K +30 New
HT
491
Headlands Technologies
Illinois
$1.65K +$1.62K +27 New
VCM
492
Viewpoint Capital Management
Washington
$1.23K
MHR
493
Matthew Hamilton Rosenberg
$914
GC
494
Gould Capital
Washington
$735 +$722 +12 New
FIA
495
FPC Investment Advisory
California
$317
FHC
496
First Heartland Consultants
Missouri
$298 +$5.59K +93 +2%
Manulife (Manufacturers Life Insurance)
497
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$124M -1,998,520 Closed
Fidelity International
498
Fidelity International
Bermuda
-$43.5M -700,685 Closed
LNC
499
Lincoln National Corp
Pennsylvania
-$2.49M -40,250 Closed
WA
500
Wealthstar Advisors
Texas
-$1.56M -25,136 Closed

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.