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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
Kayne Anderson Rudnick Investment Management
151
Kayne Anderson Rudnick Investment Management
California
$940K +$301 +5 +0%
WWA
152
WCG Wealth Advisors
Nevada
$900K +$102K +1,700 +13%
TW
153
TritonPoint Wealth
Maryland
$898K -$31.9K -530 -3%
CAM
154
Cresset Asset Management
Illinois
$889K +$24.4K +406 +3%
AAS
155
Ameritas Advisory Services
Nebraska
$888K +$35.3K +587 +4%
HTC
156
Haverford Trust Company
Pennsylvania
$874K
MGIA
157
Moneta Group Investment Advisors
Missouri
$863K +$13.6K +226 +2%
AFA
158
American Financial Advisors
Georgia
$828K -$282K -4,682 -26%
VFG
159
V2 Financial group
Illinois
$819K
SMC
160
Smith, Moore & Co
Missouri
$817K +$60 +1 +0%
SF
161
Summit Financial
New Jersey
$806K +$337K +5,595 +74%
RWA
162
Redhawk Wealth Advisors
Minnesota
$806K +$6.08K +101 +0.8%
WS
163
Wedbush Securities
California
$779K +$128K +2,129 +20%
Pathstone Holdings
164
Pathstone Holdings
New Jersey
$772K -$208K -3,460 -22%
Marshall Wace
165
Marshall Wace
United Kingdom
$765K +$751K +12,487 New
KA
166
Kovack Advisors
Florida
$765K -$25.6K -425 -3%
SEIA
167
Signature Estate & Investment Advisors
California
$762K +$748K +12,437 New
SI
168
Stephens Inc
Arkansas
$759K +$3.31K +55 +0.4%
SCA
169
Snowden Capital Advisors
New York
$749K -$35.8K -595 -5%
TRCT
170
Tower Research Capital (TRC)
New York
$748K -$593K -9,849 -45%
PCIA
171
Prime Capital Investment Advisors
Kansas
$733K -$70.7K -1,175 -9%
CAM
172
Cozad Asset Management
Illinois
$729K
PS
173
Principal Securities
Iowa
$723K -$104K -1,722 -13%
SRWM
174
Shira Ridge Wealth Management
California
$717K -$23.9K -398 -3%
GIA
175
Gladstone Institutional Advisory
Florida
$716K -$205K -3,414 -23%

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.