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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
PA
126
Pinnacle Associates
New York
$1.28M
TWC
127
TD Waterhouse Canada
Ontario, Canada
$1.26M +$704K +11,710 +132%
AA
128
Apriem Advisors
California
$1.25M -$120 -2 -0%
CFG
129
Citizens Financial Group
Rhode Island
$1.23M +$1.68K +28 +0.1%
NA
130
NewEdge Advisors
Louisiana
$1.22M -$262K -4,350 -18%
RFA
131
Rollins Financial Advisors
New York
$1.21M -$68.6K -1,141 -5%
SC
132
Scotia Capital
Ontario, Canada
$1.17M +$60.4K +1,005 +6%
FDCDDQ
133
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.16M +$28K +465 +3%
AFA
134
American Financial Advisors
Georgia
$1.13M -$13.7K -227 -1%
RIA
135
Regal Investment Advisors
Michigan
$1.11M +$81K +1,347 +8%
KFP
136
KMG Fiduciary Partners
Ohio
$1.06M +$31.6K +525 +3%
SFS
137
Sowell Financial Services
Arkansas
$1.04M +$1.02M +16,878 New
MCM
138
MAI Capital Management
Ohio
$1.04M +$1.38K +23 +0.1%
GJIA
139
Glass Jacobson Investment Advisors
Maryland
$1.04M +$20.9K +348 +2%
BCWM
140
Bartlett & Co Wealth Management
Ohio
$1.04M -$20.4K -340 -2%
KCM
141
Kennicott Capital Management
California
$1.02M +$992K +16,490 New
SS
142
Sunbelt Securities
Texas
$1.01M +$346K +5,755 +54%
BDFN
143
Bond & Devick Financial Network
Minnesota
$1.01M +$13.5K +225 +1%
HI
144
Hudock Inc
Pennsylvania
$1M -$18.5K -308 -2%
Pathstone Holdings
145
Pathstone Holdings
New Jersey
$995K -$4.09K -68 -0.4%
AFC
146
AFT Forsyth & Company
Florida
$983K -$27.9K -464 -3%
Renaissance Technologies
147
Renaissance Technologies
New York
$978K +$469K +7,800 +98%
GVAG
148
Great Valley Advisor Group
Delaware
$978K +$272K +4,529 +40%
WFAG
149
Worth Financial Advisory Group
North Carolina
$973K -$11.6K -193 -1%
FPCP
150
Fort Point Capital Partners
California
$968K -$8.42K -140 -0.9%

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.