We are live on ! Find out more
IYH icon

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
CWM
501
Certus Wealth Management
California
-$285K -4,985 Closed
XSC
502
X-Square Capital
Puerto Rico
-$252K -4,405 Closed
SWM
503
SeaCrest Wealth Management
New York
-$228K -3,920 Closed
CSPIA
504
Cary Street Partners Investment Advisory
Virginia
-$206K -3,600 Closed
SAM
505
Secure Asset Management
Michigan
-$204K -3,565 Closed
OWA
506
Outlook Wealth Advisors
Texas
-$202K -3,525 Closed
VNA
507
Valley National Advisers
Pennsylvania
-$187K -3,270 Closed
TWM
508
Tradition Wealth Management
Minnesota
-$100K -1,750 Closed
AC
509
AlphaCore Capital
California
-$71.6K -1,250 Closed
RFA
510
Resurgent Financial Advisors
Georgia
-$57.2K -1,000 Closed
LA
511
LM Advisors
California
-$53K -925 Closed
CIA
512
Cape Investment Advisory
Georgia
-$22K -385 Closed
FBC
513
Fairfield, Bush & Co
Connecticut
-$14.3K -250 Closed
GIA
514
Goodwin Investment Advisory
Georgia
-$13.5K -235 Closed
Fifth Third Bancorp
515
Fifth Third Bancorp
Ohio
-$11.4K -200 Closed
PFA
516
Pathway Financial Advisers
Indiana
-$8.28K -145 Closed
IHWM
517
Iron Horse Wealth Management
Iowa
-$6.59K -115 Closed
CPG
518
Cornerstone Planning Group
New Jersey
-$6.01K -105 Closed
TF
519
Tompkins Financial
New York
-$4.58K -80 Closed
TFA
520
Toth Financial Advisory
Virginia
-$3.72K -65 Closed
RCM
521
Raleigh Capital Management
North Carolina
-$3.18K -55 Closed
IGWM
522
ICA Group Wealth Management
Colorado
-$1.43K -25 Closed
GPFA
523
Game Plan Financial Advisors
Ohio
-$286 -5 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.