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iShares US Healthcare ETF

488 hedge funds and large institutions have $1.41B invested in iShares US Healthcare ETF in 2025 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 127 increasing their positions, 169 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
-10
Holders Change %
-2.01%
% of All Funds
6.63%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
42
Increased
127
Reduced
169
Closed
41
Calls
$471K
Puts
$262K
Net Calls
+$209K
Net Calls Change
-$83K
Name Holding Trade Value Shares
Change
Shares
Change %
RPGK
326
Retirement Planning Group (Kansas)
Kansas
$242K +$242K +3,973 New
GPA
327
Guidance Point Advisors
Massachusetts
$241K +$670 +11 +0.3%
Bank Julius Baer & Co
328
Bank Julius Baer & Co
Switzerland
$241K -$5.78K -84 -2%
TAM
329
Trillium Asset Management
Massachusetts
$240K
PP
330
Patten & Patten
Tennessee
$237K
EIA
331
Eldridge Investment Advisors
New Hampshire
$237K -$143K -2,350 -38%
Neuberger Berman Group
332
Neuberger Berman Group
New York
$237K +$237K +3,885 New
NP
333
Nilsine Partners
Colorado
$235K
TCA
334
Transcend Capital Advisors
New Jersey
$232K -$73.5K -1,207 -24%
Fisher Asset Management
335
Fisher Asset Management
Washington
$229K +$229K +3,753 New
HTIM
336
Harbour Trust & Investment Management
Indiana
$228K
NCM
337
Narwhal Capital Management
Georgia
$228K
WA
338
Wealth Alliance
New York
$227K +$227K +3,725 New
PBC
339
Pavion Blue Capital
California
$226K
KWM
340
Kaydan Wealth Management
Michigan
$224K
WA
341
Waverly Advisors
Alabama
$223K +$223K +3,655 New
KIA
342
KCM Investment Advisors
California
$222K -$11.3K -185 -5%
KWS
343
Keystone Wealth Services
California
$222K -$6.09K -100 -3%
AF
344
Apollon Financial
South Carolina
$219K +$219K +3,600 New
MW
345
Maia Wealth
Colorado
$216K -$13K -226 -6%
SSWM
346
Smith Salley Wealth Management
North Carolina
$214K
PWMAG
347
Pinnacle Wealth Management Advisory Group
New Jersey
$213K +$2.56K +42 +1%
PAM
348
PCG Asset Management
New Jersey
$213K -$47.5K -780 -18%
ANTB
349
AMG National Trust Bank
Colorado
$213K
BCP
350
Berkeley Capital Partners
Georgia
$213K