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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
CFG
126
Citizens Financial Group
Rhode Island
$1.24M +$21.4K +355 +2%
Carson Wealth (CWM LLC)
127
Carson Wealth (CWM LLC)
Nebraska
$1.2M -$269K -4,471 -19%
WANY
128
Wealthspire Advisors (New York)
New York
$1.19M +$543K +9,024 +86%
SC
129
Scotia Capital
Ontario, Canada
$1.14M -$15.6K -260 -1%
FDCDDQ
130
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.13M -$26.5K -440 -2%
RIA
131
Regal Investment Advisors
Michigan
$1.1M -$1.75K -29 -0.2%
FTS
132
Fifth Third Securities
Ohio
$1.06M +$1.04M +17,332 New
GJIA
133
Glass Jacobson Investment Advisors
Maryland
$1.05M +$24.7K +411 +2%
MCM
134
MAI Capital Management
Ohio
$1.05M +$17.7K +295 +2%
AWA
135
Arkadios Wealth Advisors
Georgia
$1.05M +$378K +6,282 +58%
BDFN
136
Bond & Devick Financial Network
Minnesota
$1.04M +$40.9K +680 +4%
WA
137
WESPAC Advisors
California
$1.03M -$309K -5,140 -23%
KFP
138
KMG Fiduciary Partners
Ohio
$1.03M -$13.5K -225 -1%
RFA
139
Rollins Financial Advisors
New York
$1.03M -$174K -2,884 -15%
SFS
140
Sowell Financial Services
Arkansas
$1.02M -$8.96K -149 -0.9%
WFAG
141
Worth Financial Advisory Group
North Carolina
$1.01M +$46.7K +776 +5%
KCM
142
Kennicott Capital Management
California
$1.01M
SS
143
Sunbelt Securities
Texas
$1.01M +$2.11K +35 +0.2%
BCWM
144
Bartlett & Co Wealth Management
Ohio
$1M -$24.8K -412 -2%
AFC
145
AFT Forsyth & Company
Florida
$994K +$20.3K +337 +2%
GVAG
146
Great Valley Advisor Group
Delaware
$971K +$2.53K +42 +0.3%
SMWM
147
Silvia McColl Wealth Management
California
$968K
CV
148
Counterweight Ventures
North Carolina
$967K +$13K +216 +1%
FPCP
149
Fort Point Capital Partners
California
$958K +$60 +1 +0%
Qube Research & Technologies (QRT)
150
Qube Research & Technologies (QRT)
United Kingdom
$949K +$721K +11,991 +343%

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.