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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 %
BFEC
276
Benjamin F. Edwards & Company
Missouri
$347K +$6.55K +120 +2%
CAGAS
277
Capital Advisory Group Advisory Services
Minnesota
$344K -$30K -550 -8%
PA
278
Procyon Advisors
Connecticut
$341K – – –
AF
279
Allworth Financial
California
$340K +$125K +2,280 +58%
KIA
280
KCM Investment Advisors
California
$340K – – –
PHAM
281
Palisades Hudson Asset Management
Florida
$333K -$5.73K -105 -2%
KC
282
Kenfarb & Co
Kentucky
$331K -$21.8K -400 -6%
FAM
283
Family Asset Management
South Carolina
$330K -$388K -7,105 -54%
PA
284
PFG Advisors
Arizona
$325K +$19.4K +355 +6%
WP
285
WealthShield Partners
North Carolina
$325K -$39.6K -725 -11%
GFP
286
Gryphon Financial Partners
Ohio
$324K -$63.1K -1,155 -16%
EDRH
287
Edmond de Rothschild Holding
Switzerland
$323K – – –
EWA
288
EP Wealth Advisors
California
$322K +$183K +14,125 +132%
BPWM
289
Badgley Phelps Wealth Managers
Washington
$321K – – –
I
290
INVST
Indiana
$317K – – –
WCG
291
Weaver Consulting Group
California
$315K -$101K -1,850 -24%
SSB
292
Sandy Spring Bank
Maryland
$313K – – –
AHC
293
Adell Harriman & Carpenter
Texas
$313K – – –
FMWA
294
Forvis Mazars Wealth Advisors
Missouri
$307K – – –
LPIC
295
LeJeune Puetz Investment Counsel
Michigan
$306K – – –
SG
296
Sharper & Granite
California
$304K – – –
GIA
297
Goodwin Investment Advisory
Georgia
$302K -$28.4K -520 -9%
SC
298
Sierra Capital
Florida
$301K – – –
API
299
Advisor Partners II
California
$299K +$3.82K +70 +1%
MWM
300
Modera Wealth Management
New Jersey
$299K -$273 -5 -0.1%
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