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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 %
FCI
326
Financial Counselors Inc
Kansas
$246K +$2.73K +50 +1%
CIG
327
Cascade Investment Group
Colorado
$246K – – –
NCM
328
Northwest Capital Management
Oregon
$244K +$41K +750 +20%
SCG
329
Sonata Capital Group
Washington
$243K -$13.7K -250 -5%
FLPIM
330
F.L. Putnam Investment Management
Massachusetts
$241K – – –
XSC
331
X-Square Capital
Puerto Rico
$240K +$273 +5 +0.1%
SFG
332
SNS Financial Group
Minnesota
$235K – – –
IFS
333
Ifrah Financial Services
Arkansas
$233K -$195K -3,580 -46%
MFGM
334
Marshall Financial Group (Maryland)
Maryland
$232K +$273 +5 +0.1%
PP
335
Patten & Patten
Tennessee
$229K +$1.37K +25 +0.6%
CWS
336
Cypress Wealth Services
California
$228K +$228K +4,180 New
AWM
337
Axxcess Wealth Management
California
$228K +$228K +4,180 New
APW
338
Aurora Private Wealth
New Jersey
$228K -$14.5K -265 -6%
MFA
339
Mayflower Financial Advisors
Massachusetts
$226K -$7.92K -145 -3%
TAM
340
Trillium Asset Management
Massachusetts
$225K – – –
TFF
341
The Family Firm
Maryland
$224K +$546 +10 +0.2%
KPWS
342
Kestra Private Wealth Services
Texas
$223K +$273 +5 +0.1%
BA
343
Bristlecone Advisors
Washington
$223K – – –
SFG
344
Sunburst Financial Group
Alabama
$221K – – –
QPWM
345
Quadrant Private Wealth Management
Pennsylvania
$220K +$220K +4,030 New
CMI
346
Clare Market Investments
Texas
$218K – – –
LWM
347
Liberty Wealth Management
California
$218K +$218K +3,825 New
SWM
348
SeaCrest Wealth Management
New York
$217K +$4.64K +85 +2%
Bank Julius Baer & Co
349
Bank Julius Baer & Co
Switzerland
$216K – – –
BHB
350
Bank Hapoalim BM
Israel
$215K – – –
12 13
14
15 16