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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
Citadel Advisors
51
Citadel Advisors
Florida
$3.77M +$618K +10,267 +20%
HA
52
HC Advisors
Georgia
$3.76M +$303K +5,040 +9%
Citigroup
53
Citigroup
New York
$3.76M
Mariner
54
Mariner
Kansas
$3.69M +$7.34K +122 +0.2%
National Bank of Canada
55
National Bank of Canada
Quebec, Canada
$3.55M -$41.8K -695 -1%
PWM
56
Perigon Wealth Management
California
$3.54M +$1.02M +16,953 +42%
SCM
57
Sheridan Capital Management
California
$3.45M -$72.3K -1,202 -2%
ASN
58
Advisory Services Network
Georgia
$3.39M -$50.7K -842 -1%
NPT
59
National Philanthropic Trust
Pennsylvania
$3.34M
Truist Financial
60
Truist Financial
North Carolina
$3.24M -$490K -8,140 -13%
Two Sigma Investments
61
Two Sigma Investments
New York
$3.17M +$3.12M +51,800 New
Deutsche Bank
62
Deutsche Bank
Germany
$3.16M
AI
63
Arrien Investments
Idaho
$3.15M -$91.7K -1,525 -3%
RRWA
64
Rainey & Randall Wealth Advisors
Florida
$3.14M +$182K +3,032 +6%
EH
65
Equitable Holdings
New York
$3.04M -$25.6K -426 -0.9%
IFG
66
Independent Financial Group
California
$3.02M +$71.3K +1,185 +2%
MAWCM
67
Mine & Arao Wealth Creation & Management
California
$2.81M +$49.4K +821 +2%
PAS
68
Park Avenue Securities
New York
$2.75M +$515K +8,562 +24%
IWC
69
Integrated Wealth Concepts
Massachusetts
$2.74M -$388K -6,446 -13%
Creative Planning
70
Creative Planning
Kansas
$2.71M -$62K -1,031 -2%
CIBC World Market
71
CIBC World Market
Ontario, Canada
$2.68M +$134K +2,231 +5%
CWM
72
Congress Wealth Management
Massachusetts
$2.63M -$1.09M -18,058 -30%
CCA
73
Conservest Capital Advisors
Pennsylvania
$2.57M
EAM
74
Empirical Asset Management
Massachusetts
$2.49M +$401K +6,670 +20%
AGAM
75
Audent Global Asset Management
California
$2.48M -$70.7K -1,175 -3%

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.