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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 %
ECM
351
Evergreen Capital Management
Washington
$214K +$214K +3,815 New
AIA
352
Arbor Investment Advisors
North Carolina
$213K
NCM
353
Narwhal Capital Management
Georgia
$210K
KWM
354
Kaydan Wealth Management
Michigan
$206K
RA
355
RFG Advisory
Alabama
$205K +$205K +3,660 New
RW
356
REDW Wealth
New Mexico
$205K +$205K +3,655 New
CWM
357
Collaborative Wealth Management
Florida
$203K +$203K +3,630 New
JE
358
JMAC Enterprises
Pennsylvania
$203K -$16K -285 -7%
OCM
359
Objective Capital Management
Ohio
$202K +$202K +3,610 New
OWA
360
Outlook Wealth Advisors
Texas
$201K +$201K +3,590 New
CCA
361
Column Capital Advisors
Indiana
$199K
OP
362
ORG Partners
Indiana
$199K +$199K +3,580 New
ACA
363
Aptus Capital Advisors
Alabama
$197K +$280 +5 +0.1%
CFD
364
Creative Financial Designs
Indiana
$188K +$280 +5 +0.1%
PMFA
365
Plante Moran Financial Advisors
Michigan
$187K
BWA
366
BDO Wealth Advisors
Florida
$180K
FRA
367
Front Row Advisors
California
$172K
WT
368
Washington Trust
Rhode Island
$167K
CSPIA
369
Cary Street Partners Investment Advisory
Virginia
$165K -$9.81K -175 -6%
MPWT
370
MassMutual Private Wealth & Trust
Connecticut
$140K
PA
371
Parallel Advisors
California
$134K -$14.3K -255 -10%
HDIM
372
Hanson & Doremus Investment Management
Vermont
$133K -$50.5K -900 -28%
TWM
373
Tradition Wealth Management
Minnesota
$132K
LWP
374
Lumature Wealth Partners
Georgia
$132K +$25.2K +450 +24%
SMA
375
Sage Mountain Advisors
Georgia
$129K