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iShares US Healthcare ETF

514 hedge funds and large institutions have $1.52B invested in iShares US Healthcare ETF in 2024 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 128 increasing their positions, 170 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

8,350% more call options, than puts

Call options by funds: $1.69M | Put options by funds: $20K

81% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 27

4% more funds holding

Funds holding: 493514 (+21)

3% more capital invested

Capital invested by funds: $1.48B → $1.52B (+$47.3M)

0.7% less ownership

Funds ownership: 44.59%43.89% (-0.7%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

25% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 170

Holders
514
Holders Change
+21
Holders Change %
+4.26%
% of All Funds
7.38%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
49
Increased
128
Reduced
170
Closed
27
Calls
$1.69M
Puts
$20K
Net Calls
+$1.67M
Net Calls Change
-$168K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$141M +$1.71M +26,825 +1%
Bank of America
2
Bank of America
North Carolina
$114M -$6.94M -108,657 -6%
LPL Financial
3
LPL Financial
California
$104M +$3.9M +61,062 +4%
UBS Group
4
UBS Group
Switzerland
$96M -$338K -5,297 -0.4%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$76.6M -$774K -12,117 -1%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$69.6M -$14.3M -223,084 -17%
Wells Fargo
7
Wells Fargo
California
$64.9M -$868K -13,590 -1%
PCH
8
PGIM Custom Harvest
New Jersey
$57.3M -$1.69M -26,470 -3%
Goldman Sachs
9
Goldman Sachs
New York
$36.2M +$3.71M +58,008 +12%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$27.4M +$20.8M +326,233 +332%
RJA
11
Raymond James & Associates
Florida
$26.8M -$941K -14,722 -3%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$25.3M -$1.19M -18,612 -5%
OC
13
Oakworth Capital
Alabama
$24.5M -$1.07M -16,810 -4%
Ameriprise
14
Ameriprise
Minnesota
$23.5M -$222K -3,467 -1%
Osaic Holdings
15
Osaic Holdings
Arizona
$22.6M -$7.93M -124,052 -26%
KAS
16
Kestra Advisory Services
Texas
$21.9M -$214K -3,352 -1%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$21.3M -$21.5K -336 -0.1%
CCM
18
Consolidated Capital Management
California
$19.6M +$1.68M +26,349 +10%
HighTower Advisors
19
HighTower Advisors
Illinois
$19.3M -$444K -6,949 -2%
BA
20
Bellwether Advisors
Nebraska
$17.9M -$6.49M -101,619 -27%
JP Morgan Chase
21
JP Morgan Chase
New York
$13.3M +$118K +1,854 +0.9%
OIA
22
OneDigital Investment Advisors
Kansas
$12.7M +$1.54M +24,085 +14%
Fidelity International
23
Fidelity International
Bermuda
$10.3M +$10.2M +159,107 New
PCP
24
Perbak Capital Partners
United Kingdom
$9.94M -$17.6M -274,934 -64%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$9.75M -$77K -1,205 -0.8%

IYH Hedge Fund Activity: Q3 2024 in Review

514 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q3 2024, worth a combined $1.52B — up 3.2% from $1.48B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new IYH positions and 27 closed out — a net gain of 22 holders — while 128 added to existing stakes and 170 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $20.8M. The largest seller was Perbak Capital Partners, cutting an estimated $17.6M.

  • 514 institutional investors held iShares US Healthcare ETF (IYH) as of Q3 2024, up from 493 in Q2 2024.
  • Funds reported $1.52B of iShares US Healthcare ETF stock for Q3 2024, up 3.2% quarter-over-quarter.
  • 49 funds opened new iShares US Healthcare ETF positions in Q3 2024 and 27 closed out, a net change of +22 holders.
  • The largest iShares US Healthcare ETF buyer in Q3 2024 was Bank of Montreal, an estimated $20.8M added.
  • The largest iShares US Healthcare ETF seller in Q3 2024 was Perbak Capital Partners, an estimated $17.6M sold.

Based on aggregated 13F filings for Q3 2024.