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iShares US Healthcare ETF
IYH

Overview Fund Activity

486 hedge funds and large institutions have $1.47B invested in iShares US Healthcare ETF in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 126 increasing their positions, 155 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
486
Holders Change
+9
Holders Change %
+1.89%
% of All Funds
7.07%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
55
Increased
126
Reduced
155
Closed
40
Calls
$1.84M
Puts
–
Net Calls
+$1.84M
Net Calls Change
-$1.04M

Top Buyers

1
PCP
Perbak Capital Partners
United Kingdom
$26.2M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$79.3M
3
PCH
PGIM Custom Harvest
New Jersey
$55.6M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$7.35M
5
GS
GTS Securities
New York
$6.57M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
2
Morgan Stanley
Morgan Stanley
New York
$132M
3
Fidelity International
Fidelity International
Bermuda
$0
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$72.9M
5
BA
Bellwether Advisors
Nebraska
$23.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
276
Sax Wealth Advisors
New Jersey
$329K +$329K +5,370 New
SG
277
Sharper & Granite
California
$327K +$327K +5,345 New
C
278
Certuity
Florida
$326K – – –
CKAIS
279
Christensen King & Associates Investment Services
Washington
$322K – – –
CIA
280
Concurrent Investment Advisors
Florida
$322K -$85.7K -1,399 -21%
AHC
281
Adell Harriman & Carpenter
Texas
$322K – – –
RDWM
282
Red Door Wealth Management
Tennessee
$321K – – –
MFG
283
Merit Financial Group
Georgia
$321K +$3.86K +63 +1%
WA
284
Waverly Advisors
Alabama
$317K +$317K +5,173 New
GPA
285
Garrison Point Advisors
California
$315K – – –
IP
286
Ignite Planners
California
$311K +$20.8K +343 +7%
DADC
287
D.A. Davidson & Co
Montana
$310K -$3.92K -64 -1%
SCM
288
Steele Capital Management
Iowa
$309K +$21.4K +350 +7%
SWP
289
ShoreHaven Wealth Partners
New Jersey
$308K -$5.02K -82 -2%
BPWM
290
Badgley Phelps Wealth Managers
Washington
$308K – – –
MM
291
Meridian Management
Arkansas
$306K – – –
REMPR
292
Roof Eidam Maycock Peralta (REMP)
California
$306K – – –
BPC
293
Banque Pictet & Cie
Switzerland
$306K – – –
CW
294
CreativeOne Wealth
Kansas
$303K -$305K -4,983 -50%
CPIG
295
Chicago Partners Investment Group
Illinois
$302K +$315 +5 +0.1%
FPAS
296
Focus Partners Advisor Solutions
Missouri
$298K -$3.06K -50 -1%
FSA
297
Fort Sheridan Advisors
Illinois
$295K +$61.3K +1,000 +26%
FLPIM
298
F.L. Putnam Investment Management
Massachusetts
$294K -$3.25K -53 -1%
HTIM
299
Harbour Trust & Investment Management
Indiana
$291K – – –
Koshinski Asset Management
300
Koshinski Asset Management
Illinois
$290K -$31.1K -510 -10%
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