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iShares US Healthcare ETF
IYH

Overview Fund Activity

498 hedge funds and large institutions have $1.59B invested in iShares US Healthcare ETF in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 126 increasing their positions, 156 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
-9
Holders Change %
-1.78%
% of All Funds
6.63%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
59
Increased
126
Reduced
156
Closed
57
Calls
$309K
Puts
$17K
Net Calls
+$292K
Net Calls Change
-$1.38M

Top Buyers

1
Two Sigma Investments
Two Sigma Investments
New York
$16.8M
2
JSSH
J. Safra Sarasin Holding
$9.68M
3
Bank of America
Bank of America
North Carolina
$111M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$75.4M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$68.8M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$234M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$5.44M
3
BA
Bellwether Advisors
Nebraska
$786K
4
Fidelity International
Fidelity International
Bermuda
$0
5
UBS Group
UBS Group
Switzerland
$79.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSC
326
Caldwell Sutter Capital
California
$249K – – –
AIA
327
Arbor Investment Advisors
North Carolina
$248K +$10.8K +185 +5%
MW
328
Maia Wealth
Colorado
$247K -$41K -658 -14%
C
329
Certuity
Florida
$246K -$64.6K -1,109 -21%
IWB
330
Innovative Wealth Building
Maryland
$242K +$242K +4,152 New
KP
331
Keel Point
Alabama
$242K -$138K -2,361 -36%
FPAS
332
Focus Partners Advisor Solutions
Missouri
$239K -$92K -1,578 -28%
CA
333
CoreCap Advisors
Michigan
$237K -$15K -257 -6%
WSFS
334
Wilmington Savings Fund Society
Delaware
$237K – – –
IWM
335
IHT Wealth Management
Illinois
$236K -$5.54K -95 -2%
OCM
336
Objective Capital Management
Ohio
$236K +$466 +8 +0.2%
SFG
337
Sunburst Financial Group
Alabama
$235K -$758 -13 -0.3%
RFN
338
Redwood Financial Network
Ohio
$234K +$234K +4,009 New
LC
339
LCNB Corp
Ohio
$233K -$17.5K -300 -7%
BWM
340
BigSur Wealth Management
Florida
$233K – – –
SCG
341
Sonata Capital Group
Washington
$233K – – –
GPA
342
Guidance Point Advisors
Massachusetts
$230K +$758 +13 +0.3%
Bank Julius Baer & Co
343
Bank Julius Baer & Co
Switzerland
$230K +$15.9K +247 +7%
TAM
344
Trillium Asset Management
Massachusetts
$230K – – –
PP
345
Patten & Patten
Tennessee
$227K – – –
NP
346
Nilsine Partners
Colorado
$225K – – –
KIA
347
KCM Investment Advisors
California
$223K – – –
QP
348
Quartz Partners
New York
$223K -$71.4K -1,226 -24%
SFS
349
Summit Financial Strategies
Ohio
$223K – – –
HTIM
350
Harbour Trust & Investment Management
Indiana
$219K – – –
12 13
14
15 16