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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 %
Commonwealth Equity Services
426
Commonwealth Equity Services
Massachusetts
$23.5K +$144 +2,640 +0.6%
OFG
427
Oxford Financial Group
Indiana
$21.3K +$21.3K +390 New
AP
428
Advisors Preferred
Maryland
$21K -$35.6K -645 -63%
CHA
429
Carmichael Hill & Associates
Maryland
$19.7K – – –
FWP
430
FAS Wealth Partners
Kansas
$19.1K – – –
FPFS
431
First Personal Financial Services
North Carolina
$18.8K – – –
JWA
432
JFS Wealth Advisors
Pennsylvania
$18.6K – – –
AWM
433
Accel Wealth Management
Iowa
$18.3K – – –
EWM
434
Evermay Wealth Management
Virginia
$18K – – –
GT
435
Glenmede Trust
Pennsylvania
$18K +$18K +330 New
ADL
436
Asset Dedication LLC
California
$18K – – –
FFA
437
Founders Financial Alliance
North Carolina
$17.7K – – –
WP
438
WealthPLAN Partners
Nebraska
$17.7K +$17.7K +325 New
HCM
439
Hollencrest Capital Management
California
$16.7K – – –
MTIC
440
Missouri Trust & Investment Company
Missouri
$16.4K – – –
HWM
441
HighMark Wealth Management
Minnesota
$16.2K – – –
EWM
442
EPG Wealth Management
Georgia
$15K – – –
HFM
443
Hartford Financial Management
Connecticut
$14K – – –
AWM
444
Aberdeen Wealth Management
Illinois
$13.7K – – –
WT
445
Whittier Trust
California
$12K – – –
BTI
446
Blue Trust Inc
Georgia
$12K -$12K -210 -50%
CTA
447
Colonial Trust Advisors
South Carolina
$10.1K – – –
PP
448
Pacifica Partners
Canada
$8.96K – – –
CMP
449
Coston McIsaac & Partners
Maine
$8K – – –
PFA
450
Pathway Financial Advisers
Indiana
$7.9K -$10.6K -195 -57%
16 17
18
19 20