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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
VCM
501
Virtue Capital Management
Tennessee
-$1.43M -24,321 Closed
AA
502
Apriem Advisors
California
-$1.25M -20,143 Closed
HI
503
Hudock Inc
Pennsylvania
-$1M -16,172 Closed
Renaissance Technologies
504
Renaissance Technologies
New York
-$978K -15,800 Closed
PMAM
505
Picton Mahoney Asset Management
Ontario, Canada
-$947K -15,300 Closed
CBFP
506
Cedar Brook Financial Partners
Ohio
-$748K -12,081 Closed
HA
507
HFG Advisors
Ohio
-$747K -12,075 Closed
KWA
508
Kellett Wealth Advisors
Ohio
-$623K -10,069 Closed
CI
509
CX Institutional
Indiana
-$580K -9,370 Closed
TSS
510
Two Sigma Securities
New York
-$469K -7,572 Closed
BFAG
511
Blackston Financial Advisory Group
Florida
-$455K -7,355 Closed
WWM
512
Waterway Wealth Management
Texas
-$434K -7,011 Closed
WEG
513
World Equity Group
Illinois
-$404K -6,528 Closed
FAIM
514
Financial Advocates Investment Management
Washington
-$661K -6,489 Closed
SAG
515
SageView Advisory Group
California
-$634K -5,907 Closed
EFS
516
Essex Financial Services
Connecticut
-$310K -5,010 Closed
FLA
517
Financial Life Advisors
Texas
-$288K -4,660 Closed
CA
518
CoreCap Advisors
Michigan
-$287K -4,640 Closed
CIG
519
Cascade Investment Group
Colorado
-$279K -4,500 Closed
CCG
520
Capital CS Group
California
-$245K -3,965 Closed
VCP
521
Verus Capital Partners
Arizona
-$243K -3,930 Closed
CMI
522
Clare Market Investments
Texas
-$232K -3,750 Closed
OWA
523
One Wealth Advisors
California
-$207K -3,340 Closed
AWM
524
Angeles Wealth Management
California
-$82.3K -1,330 Closed
SL
525
Salomon & Ludwin
Virginia
-$61.9K -1,000 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.