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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
US Bancorp
101
US Bancorp
Minnesota
$1.65M +$517K +8,602 +48%
LWANC
102
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.65M +$268K +4,456 +20%
EWA
103
EP Wealth Advisors
California
$1.65M -$7.04M -117,079 -81%
JWCA
104
J.W. Cole Advisors
Florida
$1.6M +$117K +1,938 +8%
WA
105
Wealthstar Advisors
Texas
$1.56M +$22.9K +381 +2%
MPCL
106
My Personal CFO LLC
Washington
$1.53M
VA
107
Valmark Advisers
Ohio
$1.53M +$41K +682 +3%
Jane Street
108
Jane Street
New York
$1.5M +$1.22M +20,325 +531%
PIMG
109
Patriot Investment Management Group
Tennessee
$1.49M +$60 +1 +0%
Carson Wealth (CWM LLC)
110
Carson Wealth (CWM LLC)
Nebraska
$1.48M +$147K +2,445 +11%
SWA
111
SOA Wealth Advisors
New York
$1.45M -$13.4K -223 -0.9%
NAS
112
NWF Advisory Services
California
$1.43M +$17.7K +295 +1%
VCM
113
Virtue Capital Management
Tennessee
$1.43M +$1.46M +24,321 New
DC
114
Davenport & Co
Virginia
$1.42M +$81.8K +1,360 +6%
SB
115
Simmons Bank
Arkansas
$1.41M -$35.5K -590 -3%
PD
116
Planning Directions
Pennsylvania
$1.4M -$903K -15,020 -40%
CB
117
Commerce Bank
Missouri
$1.4M
TRCT
118
Tower Research Capital (TRC)
New York
$1.37M +$1.31M +21,862 +11,211%
WA
119
WESPAC Advisors
California
$1.36M -$3.61K -60 -0.3%
MOS
120
MGO One Seven
Ohio
$1.34M +$417K +6,935 +47%
IAP
121
Indie Asset Partners
Indiana
$1.33M +$43.6K +725 +3%
Northern Trust
122
Northern Trust
Illinois
$1.31M +$50.5K +840 +4%
VCM
123
Vivaldi Capital Management
Illinois
$1.28M +$189K +3,138 +17%
NP
124
NorthRock Partners
Minnesota
$1.28M +$31.9K +530 +3%
D
125
Dentgroup
Louisiana
$1.28M -$27.8K -462 -2%

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.