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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
Truist Financial
51
Truist Financial
North Carolina
$3.77M -$456K -7,584 -11%
Mariner
52
Mariner
Kansas
$3.72M +$31.2K +519 +0.9%
CAN
53
Cetera Advisor Networks
California
$3.6M -$638K -10,609 -15%
National Bank of Canada
54
National Bank of Canada
Quebec, Canada
$3.59M +$131K +2,181 +4%
SCM
55
Sheridan Capital Management
California
$3.58M -$367K -6,108 -10%
HA
56
HC Advisors
Georgia
$3.49M +$156K +2,595 +5%
ASN
57
Advisory Services Network
Georgia
$3.48M -$855K -14,217 -20%
NPT
58
National Philanthropic Trust
Pennsylvania
$3.37M
AI
59
Arrien Investments
Idaho
$3.28M +$2.41M +40,048 +309%
Deutsche Bank
60
Deutsche Bank
Germany
$3.19M +$3.1M +51,615 New
Citadel Advisors
61
Citadel Advisors
Florida
$3.17M +$3.08M +51,291 New
IWC
62
Integrated Wealth Concepts
Massachusetts
$3.17M +$723K +12,015 +31%
EH
63
Equitable Holdings
New York
$3.1M +$145K +2,403 +5%
RRWA
64
Rainey & Randall Wealth Advisors
Florida
$2.98M +$135K +2,240 +5%
IFG
65
Independent Financial Group
California
$2.97M -$114K -1,895 -4%
SPC
66
Sigma Planning Corp
Michigan
$2.89M +$1.72M +28,667 +159%
Creative Planning
67
Creative Planning
Kansas
$2.8M -$21.1K -351 -0.8%
MAWCM
68
Mine & Arao Wealth Creation & Management
California
$2.79M -$195K -3,243 -7%
AGAM
69
Audent Global Asset Management
California
$2.58M +$241K +4,004 +11%
CIBC World Market
70
CIBC World Market
Ontario, Canada
$2.57M +$667K +11,092 +36%
CCA
71
Conservest Capital Advisors
Pennsylvania
$2.57M +$12.9K +214 +0.5%
PWM
72
Perigon Wealth Management
California
$2.53M -$10.6K -177 -0.4%
VBFG
73
Vishria Bird Financial Group
Tennessee
$2.51M +$59.8K +995 +3%
LNC
74
Lincoln National Corp
Pennsylvania
$2.49M +$593K +9,865 +32%
AWS
75
Atria Wealth Solutions
New York
$2.47M +$175K +2,911 +8%

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.