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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 %
PA
376
Parallel Advisors
California
$145K +$10.7K +195 +8%
MPWT
377
MassMutual Private Wealth & Trust
Connecticut
$137K – – –
TWM
378
Tradition Wealth Management
Minnesota
$128K – – –
SMA
379
Sage Mountain Advisors
Georgia
$126K – – –
GWSG
380
GPS Wealth Strategies Group
Colorado
$121K +$121K +2,215 New
CF
381
Centaurus Financial
California
$117K – – –
CWM
382
Cranbrook Wealth Management
Michigan
$116K – – –
MRCM
383
M&R Capital Management
New Jersey
$109K – – –
LWP
384
Lumature Wealth Partners
Georgia
$104K – – –
EWA
385
EverSource Wealth Advisors
Alabama
$102K – – –
DSC
386
Duncker Streett & Co
Missouri
$101K -$19.1K -350 -16%
S
387
SignatureFD
Georgia
$93.1K – – –
AA
388
AlphaMark Advisors
Kentucky
$92K +$1.36K +25 +2%
Franklin Resources
389
Franklin Resources
California
$91.5K – – –
OIA
390
Optimum Investment Advisors
Illinois
$90.9K – – –
MIM
391
MTM Investment Management
South Carolina
$88.7K – – –
KFI
392
Key Financial Inc
Pennsylvania
$79.1K +$79.1K +1,450 New
RA
393
Rise Advisors
New York
$78.3K -$54.3K -995 -41%
TFGT
394
TS Financial Group (TSFG)
Illinois
$76K +$27.1K +500 +56%
BNP Paribas Financial Markets
395
BNP Paribas Financial Markets
France
$71.8K +$12.3K +225 +21%
AC
396
AlphaCore Capital
California
$68.3K – – –
SWM
397
Sugarloaf Wealth Management
Georgia
$64.4K -$274 -5 -0.4%
CLOS
398
Compagnie Lombard Odier SCmA
Switzerland
$63.1K -$13.7K -250 -18%
WIM
399
Westside Investment Management
California
$60.8K +$5.48K +100 +10%
CFO
400
CVA Family Office
Colorado
$56.5K +$56.5K +1,035 New
14 15
16
17 18