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iShares US Healthcare ETF

469 hedge funds and large institutions have $1.49B invested in iShares US Healthcare ETF in 2023 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 148 increasing their positions, 141 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
469
Holders Change
-1
Holders Change %
-0.21%
% of All Funds
7.4%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
42
Increased
148
Reduced
141
Closed
38
Calls
$3.67M
Puts
$617K
Net Calls
+$3.05M
Net Calls Change
+$2.26M
Name Holding Trade Value Shares
Change
Shares
Change %
XSC
326
X-Square Capital
Puerto Rico
$246K
LFAS
327
Level Four Advisory Services
Texas
$246K -$9.81K -175 -4%
MFA
328
Mayflower Financial Advisors
Massachusetts
$244K +$11.5K +205 +5%
SFG
329
SNS Financial Group
Minnesota
$241K
SWA
330
Stratos Wealth Advisors
Ohio
$239K +$239K +4,260 New
MFGM
331
Marshall Financial Group (Maryland)
Maryland
$238K +$280 +5 +0.1%
MLA
332
My Legacy Advisors
Oregon
$236K +$236K +4,305 New
KWS
333
Keystone Wealth Services
California
$236K -$41.2K -735 -15%
AF
334
Advisornet Financial
Minnesota
$236K +$21.9K +390 +10%
PP
335
Patten & Patten
Tennessee
$235K
FCI
336
Financial Counselors Inc
Kansas
$231K -$21K -375 -8%
AG
337
Ascent Group
Virginia
$229K +$229K +4,040 New
BA
338
Bristlecone Advisors
Washington
$228K
SFG
339
Sunburst Financial Group
Alabama
$227K
FA
340
Fountainhead AM
New Jersey
$226K +$10.1K +180 +5%
CMI
341
Clare Market Investments
Texas
$224K
TAM
342
Trillium Asset Management
Massachusetts
$224K
SWM
343
SeaCrest Wealth Management
New York
$223K +$280 +5 +0.1%
BCM
344
Brookstone Capital Management
Illinois
$220K -$28.8K -530 -12%
PFO
345
Pathstone Family Office
New Jersey
$218K +$841 +15 +0.4%
CWS
346
Cypress Wealth Services
California
$217K -$14.1K -255 -6%
PBC
347
Pavion Blue Capital
California
$217K
Bank Julius Baer & Co
348
Bank Julius Baer & Co
Switzerland
$217K -$4.2K -75 -2%
NP
349
Nilsine Partners
Colorado
$217K
SFS
350
Summit Financial Strategies
Ohio
$214K