IYH icon

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
1
Northwestern Mutual Wealth Management
Wisconsin
$29.9M
2
Citadel Advisors
2
Citadel Advisors
Florida
$8.95M
3
CCM
3
Consolidated Capital Management
California
$11.8M
4
PCH
4
PGIM Custom Harvest
New Jersey
$20.5M
5
OIA
5
OneDigital Investment Advisors
Kansas
$10.6M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$81M
2
MFS
2
Mirabella Financial Services
United Kingdom
$0
3
B
3
Barings
North Carolina
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$62.5M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$34.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
351
Magnus Financial Group
New York
$214K +$214K +3,925 New
JE
352
JMAC Enterprises
Pennsylvania
$213K -$1.37K -25 -0.6%
PFO
353
Pathstone Family Office
New Jersey
$212K -$212K -3,875 -50%
PBC
354
Pavion Blue Capital
California
$212K – – –
NP
355
Nilsine Partners
Colorado
$211K +$211K +3,865 New
FA
356
Fountainhead AM
New Jersey
$210K +$210K +3,845 New
SFS
357
Summit Financial Strategies
Ohio
$209K – – –
AF
358
Advisornet Financial
Minnesota
$209K +$34.7K +635 +20%
AIA
359
Arbor Investment Advisors
North Carolina
$207K +$207K +3,795 New
NCM
360
Narwhal Capital Management
Georgia
$205K – – –
BBNA
361
Bremer Bank National Association
Minnesota
$202K -$3.82K -70 -2%
KWM
362
Kaydan Wealth Management
Michigan
$201K – – –
CWP
363
Cyndeo Wealth Partners
Florida
$200K – – –
CCA
364
Column Capital Advisors
Indiana
$194K – – –
ACA
365
Aptus Capital Advisors
Alabama
$192K +$192K +3,510 New
CFD
366
Creative Financial Designs
Indiana
$183K +$546 +10 +0.3%
PMFA
367
Plante Moran Financial Advisors
Michigan
$182K – – –
HDIM
368
Hanson & Doremus Investment Management
Vermont
$179K – – –
BWA
369
BDO Wealth Advisors
Florida
$176K -$5.73K -105 -3%
Qube Research & Technologies (QRT)
370
Qube Research & Technologies (QRT)
United Kingdom
$173K -$315K -5,775 -65%
CSC
371
Caldwell Sutter Capital
California
$171K – – –
CSPIA
372
Cary Street Partners Investment Advisory
Virginia
$171K +$44.2K +810 +35%
IA
373
IFP Advisors
Florida
$170K -$13K -425 -7%
FRA
374
Front Row Advisors
California
$168K -$14.8K -270 -8%
WT
375
Washington Trust
Rhode Island
$163K +$163K +2,980 New
13 14
15
16 17