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iShares US Healthcare ETF
IYH

Overview Fund Activity

498 hedge funds and large institutions have $1.59B invested in iShares US Healthcare ETF in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 126 increasing their positions, 156 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
-9
Holders Change %
-1.78%
% of All Funds
6.63%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
59
Increased
126
Reduced
156
Closed
57
Calls
$309K
Puts
$17K
Net Calls
+$292K
Net Calls Change
-$1.38M

Top Buyers

1
Two Sigma Investments
Two Sigma Investments
New York
$16.8M
2
JSSH
J. Safra Sarasin Holding
$9.68M
3
Bank of America
Bank of America
North Carolina
$111M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$75.4M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$68.8M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$234M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$5.44M
3
BA
Bellwether Advisors
Nebraska
$786K
4
Fidelity International
Fidelity International
Bermuda
$0
5
UBS Group
UBS Group
Switzerland
$79.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMAM
376
Picton Mahoney Asset Management
Ontario, Canada
$152K -$152K -2,600 -50%
AEPWM
377
Atlantic Edge Private Wealth Management
Florida
$141K – – –
HDIM
378
Hanson & Doremus Investment Management
Vermont
$138K – – –
SMA
379
Sage Mountain Advisors
Georgia
$134K – – –
NWM
380
Nova Wealth Management
Florida
$132K +$132K +2,264 New
CF
381
Centaurus Financial
California
$130K – – –
GWSG
382
GPS Wealth Strategies Group
Colorado
$129K -$6.99K -120 -5%
SIC
383
Salem Investment Counselors
North Carolina
$117K – – –
CWM
384
Cranbrook Wealth Management
Michigan
$115K – – –
AAG
385
Accordant Advisory Group
Maryland
$113K – – –
KFI
386
Key Financial Inc
Pennsylvania
$107K +$291 +5 +0.3%
CWM
387
Centricity Wealth Management
Ohio
$106K +$106K +1,825 New
HT
388
Headlands Technologies
Illinois
$106K +$100K +1,717 +1,717%
RCA
389
Runnymede Capital Advisors
Ohio
$97.9K +$97.9K +1,680 New
MIM
390
MTM Investment Management
South Carolina
$94.7K – – –
AA
391
AlphaMark Advisors
Kentucky
$94K – – –
FHA
392
First Horizon Advisors
Tennessee
$90.6K -$2.04K -35 -2%
GRP
393
Global Retirement Partners
California
$89.5K -$80.7K -1,385 -47%
S
394
SignatureFD
Georgia
$88.2K +$44.3K +761 +101%
MWM
395
MGB Wealth Management
Texas
$87.3K – – –
AWM
396
AE Wealth Management
Kansas
$79.3K +$79.3K +1,360 New
TFGT
397
TS Financial Group (TSFG)
Illinois
$79K – – –
DFA
398
DHJJ Financial Advisors
Illinois
$72.8K – – –
CA
399
Continuum Advisory
Idaho
$69.9K – – –
SWM
400
Sugarloaf Wealth Management
Georgia
$68.8K – – –
14 15
16
17 18