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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 %
NRC
401
New Republic Capital
North Carolina
$46.7K -$4.87K -85 -9%
FFA
402
Frazier Financial Advisors
Ohio
$45.1K +$45.1K +790 New
PA
403
PSI Advisors
Florida
$45K +$570 +10 +1%
SIS
404
Strategic Investment Solutions
Illinois
$45K +$45K +785 New
NFSG
405
Newbridge Financial Services Group
Florida
$44.5K +$287 +5 +0.6%
FM
406
Family Management
New York
$42.9K – – –
T
407
Tidemark
California
$40.4K +$40.4K +705 New
RIL
408
Rothschild Investment LLC
Illinois
$38.6K +$38.6K +675 New
WIM
409
Westside Investment Management
California
$33.8K -$22.6K -395 -40%
HBW
410
Hazlett, Burt & Watson
West Virginia
$33K – – –
CWM
411
Compass Wealth Management
Connecticut
$32.9K – – –
OSNBOA
412
Old Second National Bank of Aurora
Illinois
$31.2K – – –
RDFA
413
Ritter Daniher Financial Advisory
Ohio
$28.6K -$15.2K -265 -35%
CTC
414
Central Trust Company
Missouri
$28.6K – – –
TC
415
Truvestments Capital
Florida
$28.6K – – –
BAM
416
Bellevue Asset Management
Washington
$28.6K – – –
RA
417
Rise Advisors
New York
$26.4K -$11.2K -195 -30%
KFS
418
Kelly Financial Services
Massachusetts
$25.5K -$670K -11,695 -96%
CLOS
419
Compagnie Lombard Odier SCmA
Switzerland
$23.2K – – –
HH
420
HWG Holdings
Texas
$22.6K -$2.86K -50 -11%
CIA
421
Cape Investment Advisory
Georgia
$22K +$21.8K +380 +7,600%
CTWM
422
Cherry Tree Wealth Management
Minnesota
$21.5K – – –
CHA
423
Carmichael Hill & Associates
Maryland
$20.6K – – –
FWP
424
FAS Wealth Partners
Kansas
$20K – – –
FPFS
425
First Personal Financial Services
North Carolina
$19.8K – – –
15 16
17
18 19