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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
Corient Private Wealth
101
Corient Private Wealth
Florida
$1.6M -$136K -2,254 -8%
SAM
102
Smartleaf Asset Management
Massachusetts
$1.6M +$1.57M +26,087 New
MWA
103
Merkkuri Wealth Advisors
New York
$1.55M +$1.52M +25,348 New
MPCL
104
My Personal CFO LLC
Washington
$1.52M
MCC
105
Money Concepts Capital
Florida
$1.5M -$151K -2,506 -9%
Mercer Global Advisors
106
Mercer Global Advisors
Colorado
$1.47M -$237K -3,947 -14%
NAS
107
NWF Advisory Services
California
$1.45M +$37.1K +617 +3%
GCP
108
GSA Capital Partners
United Kingdom
$1.45M -$476K -7,910 -25%
Northern Trust
109
Northern Trust
Illinois
$1.44M +$144K +2,400 +11%
MOS
110
MGO One Seven
Ohio
$1.44M +$109K +1,812 +8%
DC
111
Davenport & Co
Virginia
$1.43M +$24.3K +404 +2%
PIMG
112
Patriot Investment Management Group
Tennessee
$1.42M -$60.1K -999 -4%
IAP
113
Indie Asset Partners
Indiana
$1.41M +$90.2K +1,500 +7%
SB
114
Simmons Bank
Arkansas
$1.4M
CL
115
Choreo LLC
Illinois
$1.39M +$445K +7,399 +48%
CB
116
Commerce Bank
Missouri
$1.38M
TWC
117
TD Waterhouse Canada
Ontario, Canada
$1.34M +$82.8K +1,376 +7%
VA
118
Valmark Advisers
Ohio
$1.33M -$185K -3,070 -12%
VCM
119
Vivaldi Capital Management
Illinois
$1.31M +$6.02K +100 +0.5%
NA
120
NewEdge Advisors
Louisiana
$1.28M +$72K +1,197 +6%
SWA
121
SOA Wealth Advisors
New York
$1.27M -$166K -2,758 -12%
PD
122
Planning Directions
Pennsylvania
$1.27M -$118K -1,964 -9%
D
123
Dentgroup
Louisiana
$1.26M -$7.22K -120 -0.6%
PA
124
Pinnacle Associates
New York
$1.26M
NP
125
NorthRock Partners
Minnesota
$1.26M -$9.63K -160 -0.8%

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.