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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
Lido Advisors
76
Lido Advisors
California
$2.34M -$90K -1,496 -4%
OPWM
77
Oxinas Partners Wealth Management
Indiana
$2.29M +$70.6K +1,174 +3%
PAS
78
Park Avenue Securities
New York
$2.24M +$104K +1,731 +5%
IA
79
IFG Advisory
Georgia
$2.24M -$281K -4,666 -11%
AAS
80
Avantax Advisory Services
Texas
$2.21M +$16.7K +277 +0.8%
Janney Montgomery Scott
81
Janney Montgomery Scott
Pennsylvania
$2.21M -$478K -7,951 -18%
Fidelity Investments
82
Fidelity Investments
Massachusetts
$2.17M +$159K +2,636 +8%
JIC
83
Johnson Investment Counsel
Ohio
$2.14M -$9.02K -150 -0.4%
EAM
84
Empirical Asset Management
Massachusetts
$2.11M +$2.05M +34,050 New
GT
85
Glenview Trust
Kentucky
$2.1M -$225K -3,745 -10%
EL
86
Essex LLC
Illinois
$2.09M -$24.1K -400 -1%
CA
87
Corrado Advisors
New Jersey
$1.99M +$1.93M +32,175 New
GCP
88
GSA Capital Partners
United Kingdom
$1.95M -$98.3K -1,635 -5%
CAG
89
Csenge Advisory Group
Florida
$1.95M +$106K +1,758 +6%
MLIC
90
Mandatum Life Insurance Company
Finland
$1.88M
ACM
91
AUA Capital Management
Pennsylvania
$1.84M -$156K -2,595 -8%
Baird Financial Group
92
Baird Financial Group
Wisconsin
$1.84M -$564K -9,374 -24%
MIA
93
MMBG Investment Advisors
Florida
$1.8M
NFC
94
Northeast Financial Consultants
Connecticut
$1.78M
Corient Private Wealth
95
Corient Private Wealth
Florida
$1.76M +$75.5K +1,256 +5%
PFS
96
Prospera Financial Services
Texas
$1.76M +$2.17K +36 +0.1%
CAM
97
Creekmur Asset Management
Illinois
$1.75M -$122K -2,029 -7%
Mercer Global Advisors
98
Mercer Global Advisors
Colorado
$1.73M -$11.2K -187 -0.7%
CAPTRUST Financial Advisors
99
CAPTRUST Financial Advisors
North Carolina
$1.68M +$232K +3,855 +17%
MCC
100
Money Concepts Capital
Florida
$1.67M +$100K +1,671 +7%

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.