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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
Morgan Stanley
1
Morgan Stanley
New York
$132M -$69.2M -1,149,665 -35%
Bank of America
2
Bank of America
North Carolina
$114M +$5.59M +92,937 +5%
LPL Financial
3
LPL Financial
California
$94.6M +$776K +12,901 +0.8%
UBS Group
4
UBS Group
Switzerland
$90.8M -$752K -12,497 -0.8%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$79.3M +$25.2M +418,048 +48%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$72.9M -$16.1M -267,000 -18%
Wells Fargo
7
Wells Fargo
California
$62M -$5.03M -83,553 -8%
PCH
8
PGIM Custom Harvest
New Jersey
$55.6M +$24M +399,144 +79%
Goldman Sachs
9
Goldman Sachs
New York
$30.5M -$591K -9,819 -2%
Osaic Holdings
10
Osaic Holdings
Arizona
$28.9M -$1.48M -24,650 -5%
PCP
11
Perbak Capital Partners
United Kingdom
$26.2M +$25.7M +427,851 New
RJA
12
Raymond James & Associates
Florida
$26.2M -$2.39M -39,707 -8%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$24.9M +$763K +12,689 +3%
OC
14
Oakworth Capital
Alabama
$24.1M +$82.5K +1,371 +0.3%
BA
15
Bellwether Advisors
Nebraska
$23.1M -$11.4M -189,583 -33%
Ameriprise
16
Ameriprise
Minnesota
$22.4M -$1.04M -17,235 -5%
KAS
17
Kestra Advisory Services
Texas
$20.6M +$66.4K +1,104 +0.3%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$20.1M -$8.7M -144,548 -31%
HighTower Advisors
19
HighTower Advisors
Illinois
$18.6M -$404K -6,715 -2%
CCM
20
Consolidated Capital Management
California
$16.9M +$4.67M +77,630 +39%
JP Morgan Chase
21
JP Morgan Chase
New York
$12.4M +$1.26M +20,874 +12%
OIA
22
OneDigital Investment Advisors
Kansas
$10.5M +$962K +15,985 +10%
RFM
23
Royal Fund Management
Florida
$10.4M -$391K -6,497 -4%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$9.3M -$103K -1,709 -1%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$9.27M -$2.12M -35,184 -19%

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.