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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
CAM
176
Cozad Asset Management
Illinois
$736K -$601 -10 -0.1%
DLCIG
177
D.L. Carlson Investment Group
New Hampshire
$719K -$68.7K -1,143 -9%
CIC
178
Carnegie Investment Counsel
Ohio
$717K +$30.1K +500 +5%
AF
179
Apexium Financial
Texas
$705K -$3.31K -55 -0.5%
SA
180
SpiderRock Advisors
Delaware
$690K +$681K +11,325 New
AIM
181
Acropolis Investment Management
Missouri
$688K
SCM
182
Sage Capital Management
New Jersey
$685K +$1.44K +24 +0.2%
USCWA
183
U.S. Capital Wealth Advisors
Texas
$683K -$601 -10 -0.1%
WC
184
Waterloo Capital
Texas
$679K +$1.68K +28 +0.3%
KPWS
185
Kestra Private Wealth Services
Texas
$672K +$92K +1,530 +16%
AWA
186
Arkadios Wealth Advisors
Georgia
$669K +$301 +5 +0%
William Blair & Company
187
William Blair & Company
Illinois
$666K +$60 +1 +0%
AWM
188
Axxcess Wealth Management
California
$662K +$643K +10,700 New
FAIM
189
Financial Advocates Investment Management
Washington
$661K +$390K +6,489 New
CVA
190
Central Valley Advisors
California
$655K +$178K +2,958 +39%
WS
191
Wedbush Securities
California
$655K -$151K -2,513 -19%
RWP
192
RWA Wealth Partners
Massachusetts
$652K +$241 +4 +0%
WB
193
WesBanco Bank
West Virginia
$648K
WANY
194
Wealthspire Advisors (New York)
New York
$646K +$46.8K +778 +8%
MC
195
Moors & Cabot
Massachusetts
$645K +$1.38K +23 +0.2%
GFL
196
Granite FO LLC
New Hampshire
$642K -$180 -3 -0%
AA
197
Ancora Advisors
Ohio
$639K +$361 +6 +0.1%
TW
198
Transform Wealth
Colorado
$639K -$634K -10,538 -51%
HWA
199
Heritage Wealth Advisors
Virginia
$638K -$114K -1,900 -16%
BRWA
200
B. Riley Wealth Advisors
Florida
$635K -$537K -8,930 -79%

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.