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iShares US Healthcare ETF
IYH

Overview Fund Activity

470 hedge funds and large institutions have $1.55B invested in iShares US Healthcare ETF in 2023 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 125 increasing their positions, 149 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
Holders Change
+1
Holders Change %
+0.21%
% of All Funds
7.49%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
42
Increased
125
Reduced
149
Closed
36
Calls
$3.03M
Puts
$2M
Net Calls
+$1.03M
Net Calls Change
-$2.03M

Top Buyers

1
GBWM
Granite Bay Wealth Management
New Hampshire
+$102M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$29.2M
3
BA
Bellwether Advisors
Nebraska
+$25.7M
4
Citadel Advisors
Citadel Advisors
Florida
+$8.81M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$7.97M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$29M
2
Morgan Stanley
Morgan Stanley
New York
-$12.9M
3
LPL Financial
LPL Financial
California
-$6.91M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$5.93M
5
Ameriprise
Ameriprise
Minnesota
-$4.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
351
Evergreen Capital Management
Washington
$207K – – –
SFS
352
Summit Financial Strategies
Ohio
$206K – – –
CMI
353
Clare Market Investments
Texas
$203K -$13.5K -250 -6%
NCM
354
Narwhal Capital Management
Georgia
$203K – – –
ACA
355
Aptus Capital Advisors
Alabama
$203K +$12.7K +235 +7%
CWS
356
Cypress Wealth Services
California
$201K -$11.3K -210 -5%
CCA
357
Column Capital Advisors
Indiana
$192K – – –
FAM
358
Family Asset Management
South Carolina
$181K -$149K -2,755 -45%
CFD
359
Creative Financial Designs
Indiana
$181K – – –
PMFA
360
Plante Moran Financial Advisors
Michigan
$180K – – –
NCM
361
Northwest Capital Management
Oregon
$167K -$74.3K -1,375 -31%
PMAM
362
Picton Mahoney Asset Management
Ontario, Canada
$167K +$167K +3,100 New
FRA
363
Front Row Advisors
California
$167K – – –
WT
364
Washington Trust
Rhode Island
$161K – – –
CSPIA
365
Cary Street Partners Investment Advisory
Virginia
$154K -$5.4K -100 -3%
MPWT
366
MassMutual Private Wealth & Trust
Connecticut
$135K – – –
PA
367
Parallel Advisors
California
$129K – – –
HDIM
368
Hanson & Doremus Investment Management
Vermont
$128K – – –
SMA
369
Sage Mountain Advisors
Georgia
$124K – – –
GWSG
370
GPS Wealth Strategies Group
Colorado
$120K – – –
NS
371
NBC Securities
Alabama
$119K +$119K +2,215 New
KFI
372
Key Financial Inc
Pennsylvania
$115K +$36.8K +680 +47%
CWM
373
Cranbrook Wealth Management
Michigan
$115K – – –
CF
374
Centaurus Financial
California
$115K +$115K +2,130 New
Russell Investments Group
375
Russell Investments Group
United Kingdom
$108K +$108K +2,005 New
13 14
15
16 17