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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
CV
151
Counterweight Ventures
North Carolina
$964K -$160K -2,661 -15%
CL
152
Choreo LLC
Illinois
$951K +$60 +1 +0%
Kayne Anderson Rudnick Investment Management
153
Kayne Anderson Rudnick Investment Management
California
$950K -$101K -1,677 -10%
PMAM
154
Picton Mahoney Asset Management
Ontario, Canada
$947K +$469K +7,800 +104%
SMWM
155
Silvia McColl Wealth Management
California
$940K
GIA
156
Gladstone Institutional Advisory
Florida
$935K -$615K -10,233 -40%
TW
157
TritonPoint Wealth
Maryland
$896K -$142K -2,360 -13%
HTC
158
Haverford Trust Company
Pennsylvania
$883K
CAM
159
Cresset Asset Management
Illinois
$873K +$434K +7,225 +105%
MGIA
160
Moneta Group Investment Advisors
Missouri
$858K +$247K +4,101 +42%
PS
161
Principal Securities
Iowa
$838K -$84.2K -1,400 -9%
AAS
162
Ameritas Advisory Services
Nebraska
$826K +$11.7K +195 +1%
SMC
163
Smith, Moore & Co
Missouri
$825K -$11.2K -187 -1%
PCIA
164
Prime Capital Investment Advisors
Kansas
$813K -$129K -2,138 -14%
RWA
165
Redhawk Wealth Advisors
Minnesota
$808K +$34K +566 +5%
VFG
166
V2 Financial group
Illinois
$805K -$120K -2,000 -13%
WWA
167
WCG Wealth Advisors
Nevada
$804K +$781K +12,995 New
KA
168
Kovack Advisors
Florida
$799K +$120 +2 +0%
SCA
169
Snowden Capital Advisors
New York
$793K -$39.5K -656 -5%
CBA
170
Coastal Bridge Advisors
Connecticut
$777K
SI
171
Stephens Inc
Arkansas
$764K +$4.21K +70 +0.6%
BPA
172
Beacon Pointe Advisors
California
$750K -$19.5K -325 -3%
SRWM
173
Shira Ridge Wealth Management
California
$749K -$25.6K -426 -3%
CBFP
174
Cedar Brook Financial Partners
Ohio
$748K +$145K +2,406 +25%
HA
175
HFG Advisors
Ohio
$747K

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.