We are live on ! Find out more
IYH icon

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
VBFG
76
Vishria Bird Financial Group
Tennessee
$2.48M -$11.4K -190 -0.5%
Fidelity Investments
77
Fidelity Investments
Massachusetts
$2.23M +$90.7K +1,507 +4%
Lido Advisors
78
Lido Advisors
California
$2.19M -$126K -2,096 -6%
JIC
79
Johnson Investment Counsel
Ohio
$2.16M +$33.1K +550 +2%
IA
80
IFG Advisory
Georgia
$2.11M -$102K -1,698 -5%
SPC
81
Sigma Planning Corp
Michigan
$2.1M -$753K -12,508 -27%
Janney Montgomery Scott
82
Janney Montgomery Scott
Pennsylvania
$2.07M -$107K -1,783 -5%
CA
83
Corrado Advisors
New Jersey
$2.03M +$58.8K +977 +3%
AWS
84
Atria Wealth Solutions
New York
$1.94M -$497K -8,265 -21%
EL
85
Essex LLC
Illinois
$1.93M -$136K -2,267 -7%
GT
86
Glenview Trust
Kentucky
$1.9M -$169K -2,815 -8%
Jones Financial Companies
87
Jones Financial Companies
Missouri
$1.89M +$1.52M +25,256 +455%
PFS
88
Prospera Financial Services
Texas
$1.85M +$109K +1,812 +6%
MLIC
89
Mandatum Life Insurance Company
Finland
$1.84M -$19.1K -317 -1%
ACM
90
AUA Capital Management
Pennsylvania
$1.82M
CAM
91
Creekmur Asset Management
Illinois
$1.81M +$75.3K +1,251 +4%
OPWM
92
Oxinas Partners Wealth Management
Indiana
$1.79M -$463K -7,689 -21%
MIA
93
MMBG Investment Advisors
Florida
$1.78M
Baird Financial Group
94
Baird Financial Group
Wisconsin
$1.71M -$104K -1,726 -6%
LWANC
95
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.7M +$71.7K +1,191 +4%
US Bancorp
96
US Bancorp
Minnesota
$1.7M +$66.3K +1,102 +4%
AAS
97
Avantax Advisory Services
Texas
$1.7M -$483K -8,020 -22%
JWCA
98
J.W. Cole Advisors
Florida
$1.66M +$59.9K +996 +4%
CAPTRUST Financial Advisors
99
CAPTRUST Financial Advisors
North Carolina
$1.66M -$1.56K -26 -0.1%
NFC
100
Northeast Financial Consultants
Connecticut
$1.63M -$132K -2,200 -8%

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.