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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
Morgan Stanley
1
Morgan Stanley
New York
$204M -$188M -3,123,500 -49%
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$124M +$120M +1,998,520 New
Bank of America
3
Bank of America
North Carolina
$109M -$8.39M -139,522 -7%
LPL Financial
4
LPL Financial
California
$94.7M +$10.3M +171,569 +13%
UBS Group
5
UBS Group
Switzerland
$92.5M -$1.62M -26,964 -2%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$90.2M -$1.42M -23,627 -2%
Wells Fargo
7
Wells Fargo
California
$67.8M +$1.69M +28,146 +3%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$54.2M +$1.12M +18,557 +2%
Fidelity International
9
Fidelity International
Bermuda
$43.5M +$42.1M +700,685 New
BA
10
Bellwether Advisors
Nebraska
$35M -$2.78M -46,210 -8%
PCH
11
PGIM Custom Harvest
New Jersey
$31.5M -$1.37M -22,701 -4%
Goldman Sachs
12
Goldman Sachs
New York
$31.4M -$25.3M -420,993 -45%
Osaic Holdings
13
Osaic Holdings
Arizona
$30.7M -$426K -7,084 -1%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$29.2M +$7.75M +128,915 +38%
RJA
15
Raymond James & Associates
Florida
$28.9M +$1.15M +19,110 +4%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$24.4M -$424K -7,057 -2%
OC
17
Oakworth Capital
Alabama
$24.3M +$229K +3,805 +1%
Ameriprise
18
Ameriprise
Minnesota
$23.7M +$4.33M +72,002 +23%
KAS
19
Kestra Advisory Services
Texas
$21M +$1.57M +26,122 +8%
HighTower Advisors
20
HighTower Advisors
Illinois
$19.2M -$863K -14,353 -4%
CCM
21
Consolidated Capital Management
California
$12.3M -$268K -4,458 -2%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$11.5M +$7.21M +119,925 +180%
JP Morgan Chase
23
JP Morgan Chase
New York
$11.2M -$1.45M -24,060 -12%
RFM
24
Royal Fund Management
Florida
$10.9M +$782K +13,010 +8%
OIA
25
OneDigital Investment Advisors
Kansas
$9.62M -$1.39M -23,085 -13%

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.