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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 %
BWM
376
BigSur Wealth Management
Florida
$114K +$114K +2,000 New
DSC
377
Duncker Streett & Co
Missouri
$106K – – –
TWM
378
Tradition Wealth Management
Minnesota
$100K – – –
S
379
SignatureFD
Georgia
$97.6K – – –
AA
380
AlphaMark Advisors
Kentucky
$97K – – –
MIM
381
MTM Investment Management
South Carolina
$93K – – –
BNP Paribas Financial Markets
382
BNP Paribas Financial Markets
France
$91.6K -$1.43K -25 -2%
FHA
383
First Horizon Advisors
Tennessee
$91K -$279K -4,875 -75%
MWM
384
MGB Wealth Management
Texas
$85.9K +$85.9K +1,500 New
TFGT
385
TS Financial Group (TSFG)
Illinois
$80K – – –
AWM
386
Angeles Wealth Management
California
$76.1K +$76.1K +1,330 New
AC
387
AlphaCore Capital
California
$71.6K – – –
DFA
388
DHJJ Financial Advisors
Illinois
$71.6K – – –
Russell Investments Group
389
Russell Investments Group
United Kingdom
$68.5K -$46.5K -810 -40%
SWM
390
Sugarloaf Wealth Management
Georgia
$67.6K – – –
CFO
391
CVA Family Office
Colorado
$59.3K +$59.3K +1,035 New
DCM
392
Davis Capital Management
Florida
$58.4K +$58.4K +1,020 New
PCM
393
Perritt Capital Management
Illinois
$57.4K – – –
RFA
394
Resurgent Financial Advisors
Georgia
$57.2K – – –
TCG
395
Transcendent Capital Group
Oklahoma
$57.2K +$57.2K +1,000 New
SL
396
Salomon & Ludwin
Virginia
$54K – – –
TLA
397
Tanglewood Legacy Advisors
Texas
$53.2K -$1.15K -20 -2%
LA
398
LM Advisors
California
$53K +$53K +925 New
HWA
399
HHM Wealth Advisors
Tennessee
$51K – – –
EWA
400
EverSource Wealth Advisors
Alabama
$47.8K – – –
14 15
16
17 18