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iShares US Healthcare ETF

469 hedge funds and large institutions have $1.49B invested in iShares US Healthcare ETF in 2023 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 148 increasing their positions, 141 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
469
Holders Change
-1
Holders Change %
-0.21%
% of All Funds
7.4%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
42
Increased
148
Reduced
141
Closed
38
Calls
$3.67M
Puts
$617K
Net Calls
+$3.05M
Net Calls Change
+$2.26M
Name Holding Trade Value Shares
Change
Shares
Change %
HNB
251
Huntington National Bank
Ohio
$402K -$389K
IP
252
Ignite Planners
California
$401K -$75.1K -1,380 -16%
SWM
253
Spire Wealth Management
Virginia
$399K +$3.36K +60 +0.8%
SAG
254
SageView Advisory Group
California
$399K +$399K +7,115 New
CIAS
255
Capital Investment Advisory Services
North Carolina
$397K +$561 +10 +0.1%
PWLP
256
Prio Wealth Limited Partnership
Massachusetts
$397K -$7.01K -125 -2%
AWM
257
Alterna Wealth Management
Texas
$395K
MCM
258
Manchester Capital Management
Vermont
$393K
NSIM
259
North Star Investment Management
Illinois
$392K
M&T Bank
260
M&T Bank
New York
$391K
FSA
261
Fort Sheridan Advisors
Illinois
$380K
HWM
262
HB Wealth Management
Georgia
$380K
CWM
263
Certus Wealth Management
California
$375K +$375K +6,695 New
CWA
264
Continuum Wealth Advisors
New York
$373K -$51K -910 -12%
WANY
265
Wealthspire Advisors (New York)
New York
$372K +$11.8K +210 +3%
PA
266
PFG Advisors
Arizona
$372K +$38.4K +685 +12%
LC
267
LCNB Corp
Ohio
$371K
AIM
268
Athena Investment Management
California
$367K
PWP
269
Principle Wealth Partners
Connecticut
$366K
BFEC
270
Benjamin F. Edwards & Company
Missouri
$364K +$7.57K +135 +2%
FHA
271
First Horizon Advisors
Tennessee
$359K -$33.1K -590 -8%
BAAM
272
Baker Avenue Asset Management
California
$357K
PA
273
Procyon Advisors
Connecticut
$350K
JWCA
274
J.W. Cole Advisors
Florida
$350K -$1.27M -22,625 -78%
KIA
275
KCM Investment Advisors
California
$349K