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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 %
SAG
301
SageView Advisory Group
California
$280K -$105K -1,935 -27%
GIA
302
Goodwin Investment Advisory
Georgia
$274K -$19.2K -355 -7%
AF
303
Advisornet Financial
Minnesota
$272K +$44.6K +825 +20%
MM
304
Meridian Management
Arkansas
$270K – – –
REMPR
305
Roof Eidam Maycock Peralta (REMP)
California
$270K – – –
CSIC
306
Clifford Swan Investment Counsel
California
$270K – – –
BPC
307
Banque Pictet & Cie
Switzerland
$270K – – –
RA
308
RFG Advisory
Alabama
$270K +$72.4K +1,340 +37%
BCFS
309
Butensky & Cohen Financial Security
Florida
$269K -$5.4K -100 -2%
FLPIM
310
F.L. Putnam Investment Management
Massachusetts
$265K +$13.5K +250 +5%
IP
311
Ignite Planners
California
$264K -$134K -2,480 -34%
RWA
312
Ropes Wealth Advisors
Massachusetts
$263K – – –
FHC
313
First Heartland Consultants
Missouri
$257K -$11.6K -215 -4%
LFAS
314
Level Four Advisory Services
Texas
$257K +$20K +370 +8%
GW
315
GW & Wade
Massachusetts
$254K – – –
CPIG
316
Chicago Partners Investment Group
Illinois
$253K +$532 +10 +0.2%
AWM
317
Apollon Wealth Management
South Carolina
$252K -$52.7K -975 -17%
M&T Bank
318
M&T Bank
New York
$252K -$124K -2,300 -33%
KC
319
Kenfarb & Co
Kentucky
$251K -$27K -500 -10%
MCM
320
Mendel Capital Management
Arkansas
$249K +$8.1K +150 +3%
XSC
321
X-Square Capital
Puerto Rico
$246K – – –
FPAS
322
Focus Partners Advisor Solutions
Missouri
$246K – – –
KPWS
323
Kestra Private Wealth Services
Texas
$244K – – –
CSC
324
Caldwell Sutter Capital
California
$244K – – –
JWCA
325
J.W. Cole Advisors
Florida
$244K -$93.4K -1,730 -28%
11 12
13
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