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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
SAG
201
SageView Advisory Group
California
$634K +$30.2K +502 +9%
ASBI
202
American State Bank (Iowa)
Iowa
$632K
TP
203
Tranquility Partners
Tennessee
$631K -$20.7K -345 -3%
NRI
204
NFP Retirement Inc
California
$631K
KWA
205
Kellett Wealth Advisors
Ohio
$623K +$19.8K +329 +3%
CWP
206
CFM Wealth Partners
Texas
$623K
AIC
207
Archer Investment Corporation
Indiana
$621K
MA
208
Mutual Advisors
Nebraska
$619K -$75.6K -1,257 -11%
MA
209
Montag & Associates
Georgia
$619K
AIA
210
Armor Investment Advisors
North Carolina
$618K -$88.4K -1,470 -13%
CWA
211
Cascade Wealth Advisors
Washington
$618K +$636K +10,580 New
CW
212
CreativeOne Wealth
Kansas
$614K +$346K +5,752 +138%
CIBC Private Wealth Group
213
CIBC Private Wealth Group
Georgia
$602K +$20.5K +341 +4%
GWM
214
Gray Wealth Management
Maine
$587K -$107K -1,779 -16%
CI
215
CX Institutional
Indiana
$580K +$563K +9,370 New
RJT
216
Raymond James Trust
Florida
$576K +$18.6K +310 +3%
CAMG
217
CWA Asset Management Group
Florida
$568K -$5.06M -84,207 -90%
MCCA
218
Mill Creek Capital Advisors
Pennsylvania
$568K -$226K -3,765 -29%
Kovitz Investment Group Partners
219
Kovitz Investment Group Partners
Illinois
$551K +$535K +8,900 New
SWP
220
Stratos Wealth Partners
Ohio
$547K +$49.3K +820 +10%
GWM
221
Geneos Wealth Management
Colorado
$537K -$20.1K -334 -4%
RRA
222
Round Rock Advisors
Connecticut
$536K +$60 +1 +0%
FWCM
223
Ferguson Wellman Capital Management
Oregon
$535K -$3.01K -50 -0.6%
CWM
224
Cornerstone Wealth Management
Missouri
$532K -$1.86K -31 -0.4%
VWA
225
Visionary Wealth Advisors
Illinois
$529K

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.