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iShares US Healthcare ETF
IYH

Overview Fund Activity

507 hedge funds and large institutions have $1.51B invested in iShares US Healthcare ETF in 2024 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 127 increasing their positions, 168 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
+21
Holders Change %
+4.32%
% of All Funds
7.33%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
49
Increased
127
Reduced
168
Closed
27
Calls
$1.69M
Puts
$20K
Net Calls
+$1.67M
Net Calls Change
-$168K

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$27.4M
2
Fidelity International
2
Fidelity International
Bermuda
$10.3M
3
LPL Financial
3
LPL Financial
California
$104M
4
Goldman Sachs
4
Goldman Sachs
New York
$36.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$141M

Top Sellers

1
PCP
1
Perbak Capital Partners
United Kingdom
$9.94M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$69.6M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$22.6M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$248K
5
Bank of America
5
Bank of America
North Carolina
$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
RW
351
REDW Wealth
New Mexico
$238K – – –
APW
352
Aurora Private Wealth
New Jersey
$237K +$585 +9 +0.2%
BCFS
353
Butensky & Cohen Financial Security
Florida
$236K -$520 -8 -0.2%
CIAS
354
CFS Investment Advisory Services
New Jersey
$235K -$12K -184 -5%
TFF
355
The Family Firm
Maryland
$234K -$40.9K -629 -15%
PWMAG
356
Pinnacle Wealth Management Advisory Group
New Jersey
$234K – – –
SSWM
357
Smith Salley Wealth Management
North Carolina
$228K – – –
ANTB
358
AMG National Trust Bank
Colorado
$228K – – –
BCP
359
Berkeley Capital Partners
Georgia
$228K – – –
CWM
360
Collaborative Wealth Management
Florida
$226K – – –
ICP
361
Interchange Capital Partners
Pennsylvania
$226K +$8.32K +128 +4%
AF
362
Advisornet Financial
Minnesota
$226K +$65 +1 +0%
MFGM
363
Marshall Financial Group (Maryland)
Maryland
$224K -$24.3K -374 -10%
PI
364
PFG Investments
New York
$224K +$65 +1 +0%
HIP
365
HUB Investment Partners
Texas
$223K +$195 +3 +0.1%
IP
366
Ignite Planners
California
$222K -$111K -1,704 -33%
CFD
367
Creative Financial Designs
Indiana
$221K +$780 +12 +0.4%
OSAM
368
O'Shaughnessy Asset Management
Connecticut
$220K – – –
VFA
369
Valeo Financial Advisors
Indiana
$219K +$390 +6 +0.2%
GAG
370
GM Advisory Group
New York
$219K +$65 +1 +0%
PMFA
371
Plante Moran Financial Advisors
Michigan
$217K – – –
PA
372
Promethium Advisors
Maryland
$214K +$214K +3,295 New
CFG
373
Cooper Financial Group
California
$212K -$7.8K -120 -4%
LA
374
Legacy Advisors
Pennsylvania
$211K +$211K +3,250 New
JPLA
375
Joseph P. Lucia & Associates
New York
$211K -$5.14K -79 -2%
13 14
15
16 17