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iShares US Healthcare ETF
IYH

Overview Fund Activity

474 hedge funds and large institutions have $1.64B invested in iShares US Healthcare ETF in 2023 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 105 increasing their positions, 177 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
Holders Change
+4
Holders Change %
+0.85%
% of All Funds
6.95%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
64
Increased
105
Reduced
177
Closed
53
Calls
$2.15M
Puts
$1.52M
Net Calls
+$630K
Net Calls Change
-$396K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$368M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$84.8M
3
CW
Connectus Wealth
Ohio
$10.7M
4
BA
Bellwether Advisors
Nebraska
$35M
5
EWA
EP Wealth Advisors
California
$8.23M

Top Sellers

1
GBWM
Granite Bay Wealth Management
New Hampshire
$35.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$6.96M
3
LPL Financial
LPL Financial
California
$77.8M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$11.8M
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SSWM
351
Smith Salley Wealth Management
North Carolina
$201K +$201K +3,510 New
ANTB
352
AMG National Trust Bank
Colorado
$201K +$201K +3,505 New
AF
353
Advisornet Financial
Minnesota
$198K -$89.9K -1,570 -31%
CFD
354
Creative Financial Designs
Indiana
$193K +$1.43K +25 +0.7%
OSAM
355
O'Shaughnessy Asset Management
Connecticut
$193K +$129K +2,250 +200%
PMFA
356
Plante Moran Financial Advisors
Michigan
$191K – – –
VNA
357
Valley National Advisers
Pennsylvania
$187K +$187K +3,270 New
PA
358
Parallel Advisors
California
$184K +$47.3K +825 +34%
FAM
359
Family Asset Management
South Carolina
$184K -$8.3K -145 -4%
NCM
360
Northwest Capital Management
Oregon
$177K – – –
FRA
361
Front Row Advisors
California
$176K – – –
WT
362
Washington Trust
Rhode Island
$171K – – –
AEPWM
363
Atlantic Edge Private Wealth Management
Florida
$139K +$139K +2,425 New
BFEC
364
Benjamin F. Edwards & Company
Missouri
$137K -$241K -4,215 -64%
HDIM
365
Hanson & Doremus Investment Management
Vermont
$136K – – –
BlackRock
366
BlackRock
New York
$135K -$1.42M -24,780 -91%
FFA
367
Farther Finance Advisors
California
$133K -$235K -4,110 -64%
SMA
368
Sage Mountain Advisors
Georgia
$132K – – –
GWSG
369
GPS Wealth Strategies Group
Colorado
$127K – – –
KFI
370
Key Financial Inc
Pennsylvania
$123K +$858 +15 +0.7%
CWM
371
Cranbrook Wealth Management
Michigan
$122K – – –
CF
372
Centaurus Financial
California
$120K -$2.3K -40 -2%
NRG
373
Nemes Rush Group
Michigan
$120K +$120K +2,090 New
NS
374
NBC Securities
Alabama
$119K -$7.42K -130 -6%
MRCM
375
M&R Capital Management
New Jersey
$114K – – –
13 14
15
16 17