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iShares US Healthcare ETF
IYH

Overview Fund Activity

470 hedge funds and large institutions have $1.44B invested in iShares US Healthcare ETF in 2023 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 147 increasing their positions, 144 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
Holders Change
-14
Holders Change %
-2.89%
% of All Funds
7.52%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
45
Increased
147
Reduced
144
Closed
46
Calls
$1.48M
Puts
$680K
Net Calls
+$795K
Net Calls Change
-$908K

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$29.9M
2
Citadel Advisors
Citadel Advisors
Florida
$8.95M
3
CCM
Consolidated Capital Management
California
$11.8M
4
PCH
PGIM Custom Harvest
New Jersey
$20.5M
5
OIA
OneDigital Investment Advisors
Kansas
$10.6M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$81M
2
MFS
Mirabella Financial Services
United Kingdom
$0
3
B
Barings
North Carolina
$0
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$62.5M
5
Osaic Holdings
Osaic Holdings
Arizona
$34.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC
251
Park National Corp
Ohio
$410K – – –
CAS
252
Coppell Advisory Solutions
Texas
$407K +$394K +7,295 +2,918%
CASC
253
Coppell Advisory Solutions Corp
Texas
$407K +$394K +7,295 +2,918%
PAM
254
PVG Asset Management
Colorado
$401K +$401K +7,350 New
GLLW
255
Graves Light Lenhart Wealth
Virginia
$399K – – –
GWM
256
Geneos Wealth Management
Colorado
$398K +$31.1K +570 +8%
PWLP
257
Prio Wealth Limited Partnership
Massachusetts
$393K – – –
HNB
258
Huntington National Bank
Ohio
$389K -$432K – –
SWM
259
Spire Wealth Management
Virginia
$386K +$182K +3,325 +89%
CIAS
260
Capital Investment Advisory Services
North Carolina
$386K -$19.1K -350 -5%
AWM
261
Alterna Wealth Management
Texas
$385K -$66.1K -1,210 -15%
Bank of New York Mellon
262
Bank of New York Mellon
New York
$384K +$19.7K +360 +5%
MCM
263
Manchester Capital Management
Vermont
$383K – – –
FHA
264
First Horizon Advisors
Tennessee
$382K -$70.2K -1,285 -16%
NSIM
265
North Star Investment Management
Illinois
$382K -$41K -750 -10%
M&T Bank
266
M&T Bank
New York
$381K – – –
FSA
267
Fort Sheridan Advisors
Illinois
$370K – – –
HWM
268
HB Wealth Management
Georgia
$370K – – –
HI
269
Harbour Investments
Wisconsin
$367K +$273 +5 +0.1%
LC
270
LCNB Corp
Ohio
$362K – – –
WA
271
Wealth Alliance
New York
$360K +$59K +1,080 +20%
AIM
272
Athena Investment Management
California
$358K – – –
PWP
273
Principle Wealth Partners
Connecticut
$357K – – –
WANY
274
Wealthspire Advisors (New York)
New York
$351K -$1.91K -35 -0.5%
BAAM
275
Baker Avenue Asset Management
California
$348K -$90.7K -1,660 -21%
9 10
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