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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 %
HWM
301
HB Wealth Management
Georgia
$287K -$136K -2,215 -32%
LC
302
LCNB Corp
Ohio
$283K -$184K -3,000 -39%
BCM
303
Brookstone Capital Management
Illinois
$282K -$443 -7 -0.2%
MWM
304
Modera Wealth Management
New Jersey
$281K -$48.5K -791 -15%
RRA
305
Round Rock Advisors
Connecticut
$281K -$250K -4,080 -47%
KF
306
KKM Financial
Illinois
$278K – – –
SCG
307
Sonata Capital Group
Washington
$276K – – –
MCM
308
Mendel Capital Management
Arkansas
$276K -$8.33K -136 -3%
RMDI
309
R.M. Davis Inc
Maine
$276K +$276K +4,500 New
TSWM
310
Tyler-Stone Wealth Management
Ohio
$275K +$20.5K +334 +8%
TCA
311
Transcend Capital Advisors
New Jersey
$270K +$270K +4,407 New
AF
312
Allworth Financial
California
$264K +$62 +1 +0%
M&T Bank
313
M&T Bank
New York
$263K -$23.3K -380 -8%
CSC
314
Caldwell Sutter Capital
California
$261K – – –
TFF
315
The Family Firm
Maryland
$259K -$29.5K -481 -10%
PIAS
316
PCA Investment Advisory Services
Ohio
$256K -$16.1K -263 -6%
CBT
317
Central Bank & Trust
Kentucky
$254K +$254K +4,141 New
ACA
318
Aptus Capital Advisors
Alabama
$251K -$229K -3,735 -48%
AIA
319
Arbor Investment Advisors
North Carolina
$250K +$11K +179 +5%
SFG
320
Sunburst Financial Group
Alabama
$248K – – –
IA
321
IFP Advisors
Florida
$248K +$4.29K +70 +2%
PNC
322
Park National Corp
Ohio
$245K – – –
HGERS
323
Householder Group Estate & Retirement Specialist
Arizona
$244K +$1.16K +19 +0.5%
Bank Julius Baer & Co
324
Bank Julius Baer & Co
Switzerland
$242K -$27.3K -401 -10%
IWM
325
IHT Wealth Management
Illinois
$242K -$98K -1,600 -29%
11 12
13
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