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iShares US Healthcare ETF
IYH

Overview Fund Activity

498 hedge funds and large institutions have $1.59B invested in iShares US Healthcare ETF in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 126 increasing their positions, 156 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
-9
Holders Change %
-1.78%
% of All Funds
6.63%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
59
Increased
126
Reduced
156
Closed
57
Calls
$309K
Puts
$17K
Net Calls
+$292K
Net Calls Change
-$1.38M

Top Buyers

1
Two Sigma Investments
Two Sigma Investments
New York
$16.8M
2
JSSH
J. Safra Sarasin Holding
$9.68M
3
Bank of America
Bank of America
North Carolina
$111M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$75.4M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$68.8M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$234M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$5.44M
3
BA
Bellwether Advisors
Nebraska
$786K
4
Fidelity International
Fidelity International
Bermuda
$0
5
UBS Group
UBS Group
Switzerland
$79.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIC
226
Archer Investment Corporation
Indiana
$502K -$82.8K -1,421 -14%
Focus Partners Wealth
227
Focus Partners Wealth
Massachusetts
$500K +$123K +2,104 +32%
CAGAS
228
Capital Advisory Group Advisory Services
Minnesota
$496K +$2.27K +39 +0.5%
GWM
229
Geneos Wealth Management
Colorado
$490K +$5.89K +101 +1%
TNB
230
Thomasville National Bank
Georgia
$487K – – –
WANY
231
Wealthspire Advisors (New York)
New York
$484K -$699K -11,990 -59%
MCCA
232
Mill Creek Capital Advisors
Pennsylvania
$481K -$35.3K -605 -7%
LWM
233
Laidlaw Wealth Management
New York
$475K +$12.5K +215 +3%
PA
234
Procyon Advisors
Connecticut
$474K – – –
WCG
235
Weaver Consulting Group
California
$473K +$143K +2,450 +43%
HIA
236
Harbor Investment Advisory
Maryland
$470K – – –
FWCM
237
Ferguson Wellman Capital Management
Oregon
$469K – – –
OC
238
Oppenheimer & Co
New York
$466K -$68K -1,167 -13%
ACA
239
Aptus Capital Advisors
Alabama
$449K +$2.74K +47 +0.6%
WS
240
Wedbush Securities
California
$448K -$237K -4,074 -35%
CFGS
241
Concourse Financial Group Securities
Alabama
$446K -$20.2K -335 -4%
WTC
242
WhitTier Trust Company
Nevada
$444K – – –
EP
243
Essential Planning
New Hampshire
$442K +$442K +7,150 New
PWP
244
Principle Wealth Partners
Connecticut
$439K – – –
MP
245
Moment Partners
California
$430K +$430K +7,375 New
AWM
246
Alterna Wealth Management
Texas
$411K – – –
MAG
247
MRA Advisory Group
New Jersey
$402K -$88.9K -1,525 -18%
AWM
248
Apollon Wealth Management
South Carolina
$396K -$8.39K -144 -2%
MCM
249
Manchester Capital Management
Vermont
$395K – – –
CRC
250
Curi RMB Capital
Illinois
$392K +$392K +6,721 New
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10
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