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iShares US Healthcare ETF
IYH

Overview Fund Activity

470 hedge funds and large institutions have $1.55B invested in iShares US Healthcare ETF in 2023 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 125 increasing their positions, 149 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
Holders Change
+1
Holders Change %
+0.21%
% of All Funds
7.49%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
42
Increased
125
Reduced
149
Closed
36
Calls
$3.03M
Puts
$2M
Net Calls
+$1.03M
Net Calls Change
-$2.03M

Top Buyers

1
GBWM
Granite Bay Wealth Management
New Hampshire
$102M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$59.7M
3
BA
Bellwether Advisors
Nebraska
$25.7M
4
Citadel Advisors
Citadel Advisors
Florida
$10.7M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$28M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
2
Morgan Stanley
Morgan Stanley
New York
$130M
3
LPL Financial
LPL Financial
California
$106M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$59.9M
5
Ameriprise
Ameriprise
Minnesota
$19.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
226
Certus Wealth Management
California
$517K +$155K +2,870 +43%
TWC
227
TD Waterhouse Canada
Ontario, Canada
$502K -$206K -3,690 -29%
SWP
228
Stratos Wealth Partners
Ohio
$483K -$18.9K -350 -4%
RJT
229
Raymond James Trust
Florida
$476K -$56.2K -1,040 -11%
PFO
230
Pathstone Family Office
New Jersey
$470K +$260K +4,815 +124%
VWA
231
Visionary Wealth Advisors
Illinois
$462K – – –
OC
232
Oppenheimer & Co
New York
$458K +$18.6K +345 +4%
Koshinski Asset Management
233
Koshinski Asset Management
Illinois
$455K +$15.9K +295 +4%
TNB
234
Thomasville National Bank
Georgia
$451K +$5.94K +110 +1%
LWM
235
Laidlaw Wealth Management
New York
$448K -$40.2K -745 -8%
Marshall Wace
236
Marshall Wace
United Kingdom
$447K +$447K +8,270 New
SC
237
Savant Capital
Illinois
$446K -$52.9K -980 -11%
KCFA
238
Key Client Fiduciary Advisors
New Jersey
$442K +$3.24K +60 +0.7%
CW
239
CreativeOne Wealth
Kansas
$441K -$13.8K -255 -3%
DWP
240
Daymark Wealth Partners
Ohio
$437K +$437K +8,085 New
HIA
241
Harbor Investment Advisory
Maryland
$435K – – –
CIBC Private Wealth Group
242
CIBC Private Wealth Group
Georgia
$432K +$432K +7,990 New
FMC
243
First Merchants Corp
Indiana
$429K – – –
WTC
244
WhitTier Trust Company
Nevada
$425K – – –
HFA
245
High Falls Advisors
New York
$416K -$123K -2,275 -23%
LC
246
LCNB Corp
Ohio
$412K +$54K +1,000 +15%
PNC
247
Park National Corp
Ohio
$405K – – –
GLLW
248
Graves Light Lenhart Wealth
Virginia
$398K – – –
EL
249
EQ LLC
Washington
$391K +$144K +2,670 +58%
SWM
250
Spire Wealth Management
Virginia
$387K +$1.62K +30 +0.4%
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