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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 %
GT
426
Glenmede Trust
Pennsylvania
$19.8K – – –
JWA
427
JFS Wealth Advisors
Pennsylvania
$19.5K – – –
FGA
428
Fortis Group Advisors
New Jersey
$19.5K +$9.73K +170 +100%
ADL
429
Asset Dedication LLC
California
$19K – – –
EWM
430
Evermay Wealth Management
Virginia
$18.9K – – –
FFA
431
Founders Financial Alliance
North Carolina
$18.6K – – –
SWC
432
Spectrum Wealth Counsel
Indiana
$18.6K +$18.6K +325 New
CPA
433
Clear Point Advisors
New York
$17.7K +$17.7K +310 New
HCM
434
Hollencrest Capital Management
California
$17.5K – – –
MTIC
435
Missouri Trust & Investment Company
Missouri
$17.2K – – –
HWM
436
HighMark Wealth Management
Minnesota
$17.1K +$285 +5 +2%
EWM
437
EPG Wealth Management
Georgia
$16.5K – – –
HFM
438
Hartford Financial Management
Connecticut
$14.7K – – –
AWM
439
Aberdeen Wealth Management
Illinois
$14.3K – – –
FBC
440
Fairfield, Bush & Co
Connecticut
$14.3K +$14.3K +250 New
AWM
441
Avior Wealth Management
Nebraska
$13.6K -$6.35K -110 -32%
GIA
442
Goodwin Investment Advisory
Georgia
$13.5K -$277K -4,840 -95%
HWP
443
Highline Wealth Partners
California
$12.6K – – –
WT
444
Whittier Trust
California
$12.6K – – –
IWP
445
IAG Wealth Partners
Wisconsin
$11.7K – – –
Fifth Third Bancorp
446
Fifth Third Bancorp
Ohio
$11.5K -$33.8K -590 -75%
TRCT
447
Tower Research Capital (TRC)
New York
$11.2K -$711K -12,420 -98%
CTA
448
Colonial Trust Advisors
South Carolina
$10.6K – – –
OIA
449
Optimum Investment Advisors
Illinois
$9.45K -$85.9K -1,500 -90%
CAL
450
Capital Analysts LLC
Pennsylvania
$9K – – –
16 17
18
19 20