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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
OFG
201
Oxford Financial Group
Indiana
$616K +$605K +10,055 New
AIC
202
Archer Investment Corporation
Indiana
$615K +$60 +1 +0%
MA
203
Montag & Associates
Georgia
$613K
AIA
204
Armor Investment Advisors
North Carolina
$612K
USCWA
205
U.S. Capital Wealth Advisors
Texas
$607K -$68K -1,130 -10%
GFL
206
Granite FO LLC
New Hampshire
$598K +$60 +1 +0%
HF
207
HRT Financial
New York
$594K +$584K +9,708 New
GWM
208
Gray Wealth Management
Maine
$581K +$120 +2 +0%
HNB
209
Huntington National Bank
Ohio
$579K
CBA
210
Coastal Bridge Advisors
Connecticut
$577K -$188K -3,130 -25%
SFS
211
Symphony Financial Services
Ohio
$569K +$564K +9,374 New
CIBC Private Wealth Group
212
CIBC Private Wealth Group
Georgia
$568K -$27K -448 -5%
TW
213
Transform Wealth
Colorado
$562K -$68.5K -1,139 -11%
RWP
214
RWA Wealth Partners
Massachusetts
$554K -$90.2K -1,500 -14%
Kovitz Investment Group Partners
215
Kovitz Investment Group Partners
Illinois
$545K
RJT
216
Raymond James Trust
Florida
$544K -$25.7K -428 -5%
MCCA
217
Mill Creek Capital Advisors
Pennsylvania
$543K -$19.6K -325 -4%
GWM
218
Geneos Wealth Management
Colorado
$540K +$8.24K +137 +2%
OC
219
Oppenheimer & Co
New York
$538K +$52.6K +875 +11%
SWP
220
Stratos Wealth Partners
Ohio
$528K -$13.1K -217 -2%
MAG
221
MRA Advisory Group
New Jersey
$516K +$361 +6 +0.1%
TNB
222
Thomasville National Bank
Georgia
$512K
CAGAS
223
Capital Advisory Group Advisory Services
Minnesota
$507K +$12.2K +203 +3%
CAG
224
Csenge Advisory Group
Florida
$506K -$1.4M -23,194 -74%
MCA
225
Millennium Capital Advisors
Arkansas
$502K

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.