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iShares US Healthcare ETF

513 hedge funds and large institutions have $1.47B invested in iShares US Healthcare ETF in 2026 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 158 increasing their positions, 162 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 162

1.56% less ownership

Funds ownership: 51.98%50.43% (-1.6%)

6% less funds holding

Funds holding: 544513 (-31)

21% less capital invested

Capital invested by funds: $1.86B → $1.47B (-$388M)

38% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 53

56% less funds holding in top 10

Funds holding in top 10: 94 (-5)

Holders
513
Holders Change
-31
Holders Change %
-5.7%
% of All Funds
6.32%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.05%
New
33
Increased
158
Reduced
162
Closed
53
Calls
$333K
Puts
Net Calls
+$333K
Net Calls Change
-$370K
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$156M +$85.6M +1,325,038 +110%
Morgan Stanley
2
Morgan Stanley
New York
$137M -$2.63M -40,667 -2%
Bank of America
3
Bank of America
North Carolina
$94.3M -$742K -11,488 -0.7%
LPL Financial
4
LPL Financial
California
$87M -$6.1M -94,437 -6%
PCH
5
PGIM Custom Harvest
New Jersey
$65.9M +$23.9M +370,188 +53%
Wells Fargo
6
Wells Fargo
California
$64.5M +$8.71M +134,785 +15%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$61.8M -$2.83M -43,853 -4%
PRS
8
Pinkerton Retirement Specialists
Idaho
$56.1M +$15.9M +245,351 +40%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$55.5M +$4.19M +64,913 +8%
Goldman Sachs
10
Goldman Sachs
New York
$42.8M +$5.86M +90,733 +15%
Raymond James Financial
11
Raymond James Financial
Florida
$41.4M +$2.53M +39,099 +6%
KAS
12
Kestra Advisory Services
Texas
$26M +$2.18M +33,731 +9%
OC
13
Oakworth Capital
Alabama
$25.7M +$427K +6,613 +2%
Osaic Holdings
14
Osaic Holdings
Arizona
$23.2M -$75.8K -1,173 -0.3%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$21.6M -$1.28M -19,822 -5%
HighTower Advisors
16
HighTower Advisors
Illinois
$17.8M +$1.36K +21 +0%
Ameriprise
17
Ameriprise
Minnesota
$16.8M -$2.36M -36,572 -12%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$12.7M +$778K +12,038 +6%
PAS
19
Park Avenue Securities
New York
$11.4M +$528K +8,179 +5%
Jones Financial Companies
20
Jones Financial Companies
Missouri
$10.6M +$1.04M +16,044 +10%
CCM
21
Consolidated Capital Management
California
$9.53M +$1.58M +24,403 +19%
CIA
22
Concurrent Investment Advisors
Florida
$9.16M +$784K +12,138 +9%
SEIA
23
Signature Estate & Investment Advisors
California
$8.98M -$11.7K -181 -0.1%
JP Morgan Chase
24
JP Morgan Chase
New York
$8.22M +$599K +9,266 +7%
AFG
25
Arkansas Financial Group
Arkansas
$8.14M +$555K +8,586 +7%