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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
EWA
176
EP Wealth Advisors
California
$708K -$907K -15,071 -57%
KPWS
177
Kestra Private Wealth Services
Texas
$707K +$41.9K +697 +6%
Cerity Partners
178
Cerity Partners
New York
$705K +$443K +7,362 +177%
AF
179
Apexium Financial
Texas
$698K
AWM
180
Axxcess Wealth Management
California
$697K +$40.6K +675 +6%
SA
181
SpiderRock Advisors
Delaware
$694K
QCM
182
Quantinno Capital Management
New York
$693K +$470K +7,807 +223%
BRWA
183
B. Riley Wealth Advisors
Florida
$679K +$526K +8,749 +374%
SCM
184
Sage Capital Management
New Jersey
$679K +$1.2K +20 +0.2%
WC
185
Waterloo Capital
Texas
$673K +$1.38K +23 +0.2%
William Blair & Company
186
William Blair & Company
Illinois
$673K +$13.2K +220 +2%
AIM
187
Acropolis Investment Management
Missouri
$649K -$31.6K -525 -5%
CIC
188
Carnegie Investment Counsel
Ohio
$649K -$60.1K -999 -9%
DLCIG
189
D.L. Carlson Investment Group
New Hampshire
$643K -$67.4K -1,120 -10%
MC
190
Moors & Cabot
Massachusetts
$640K +$1.56K +26 +0.2%
WB
191
WesBanco Bank
West Virginia
$636K -$5.11K -85 -0.8%
AA
192
Ancora Advisors
Ohio
$632K
MA
193
Mutual Advisors
Nebraska
$632K +$1.86K +31 +0.3%
HWA
194
Heritage Wealth Advisors
Virginia
$631K
ASBI
195
American State Bank (Iowa)
Iowa
$626K
TP
196
Tranquility Partners
Tennessee
$625K
NRI
197
NFP Retirement Inc
California
$624K
DWP
198
Daymark Wealth Partners
Ohio
$624K +$126K +2,094 +26%
Comerica Bank
199
Comerica Bank
Texas
$621K +$151K +2,507 +33%
CWP
200
CFM Wealth Partners
Texas
$616K

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.