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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
+$29.2M
3
BA
Bellwether Advisors
Nebraska
+$25.7M
4
Citadel Advisors
Citadel Advisors
Florida
+$8.81M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$7.97M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$29M
2
Morgan Stanley
Morgan Stanley
New York
-$12.9M
3
LPL Financial
LPL Financial
California
-$6.91M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$5.93M
5
Ameriprise
Ameriprise
Minnesota
-$4.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
276
Harbour Investments
Wisconsin
$337K -$53.2K -985 -14%
PHAM
277
Palisades Hudson Asset Management
Florida
$330K – – –
WP
278
WealthShield Partners
North Carolina
$324K -$7.32K -135 -2%
AFO
279
Arrowroot Family Office
California
$323K +$2.16K +40 +0.7%
BPWM
280
Badgley Phelps Wealth Managers
Washington
$317K – – –
LWM
281
Liberty Wealth Management
California
$312K +$54.6K +1,010 +21%
API
282
Advisor Partners II
California
$310K +$3.78K +70 +1%
TSWM
283
Tyler-Stone Wealth Management
Ohio
$310K – – –
AHC
284
Adell Harriman & Carpenter
Texas
$310K – – –
RWP
285
RWA Wealth Partners
Massachusetts
$308K -$8.1K -150 -3%
WCG
286
Weaver Consulting Group
California
$306K – – –
FMWA
287
Forvis Mazars Wealth Advisors
Missouri
$304K – – –
IA
288
IFP Advisors
Florida
$303K -$8.38K -155 -3%
PIAS
289
PCA Investment Advisory Services
Ohio
$302K +$37.8K +700 +14%
DAM
290
Derbend Asset Management
Georgia
$302K +$302K +5,585 New
SSB
291
Sandy Spring Bank
Maryland
$302K -$5.67K -105 -2%
CAGAS
292
Capital Advisory Group Advisory Services
Minnesota
$300K +$300K +5,550 New
CCM
293
Colorado Capital Management
Colorado
$295K – – –
IC
294
IEQ Capital
California
$295K – – –
IWM
295
IHT Wealth Management
Illinois
$293K -$145K -2,685 -33%
TC
296
TownSquare Capital
Utah
$292K +$292K +5,415 New
FCI
297
Financial Counselors Inc
Kansas
$292K +$68.9K +1,275 +31%
GFP
298
Gryphon Financial Partners
Ohio
$291K – – –
SG
299
Sharper & Granite
California
$282K -$4.05K -75 -1%
GPA
300
Garrison Point Advisors
California
$281K – – –
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