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

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$234M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$5.44M
3
BA
3
Bellwether Advisors
Nebraska
$786K
4
Fidelity International
4
Fidelity International
Bermuda
$0
5
UBS Group
5
UBS Group
Switzerland
$79.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
HBW
426
Hazlett, Burt & Watson
West Virginia
$34K – – –
CWM
427
Compass Wealth Management
Connecticut
$33.5K – – –
AAP
428
Arax Advisory Partners
Colorado
$32.9K – – –
PTC
429
Private Trust Company
Ohio
$32.6K +$32.6K +560 New
MSWA
430
Marshall & Sterling Wealth Advisors
New York
$32.5K +$32.5K +559 New
OSNBOA
431
Old Second National Bank of Aurora
Illinois
$31.8K – – –
DSC
432
Duncker Streett & Co
Missouri
$31.2K -$18.3K -314 -37%
CIA
433
Cape Investment Advisory
Georgia
$29.8K +$29.8K +511 New
MMCM
434
Murphy & Mullick Capital Management
New York
$29.7K +$29.7K +509 New
TC
435
Truvestments Capital
Florida
$29.1K – – –
BAM
436
Bellevue Asset Management
Washington
$29.1K – – –
VHAM
437
Van Hulzen Asset Management
California
$29.1K +$29.1K +500 New
BOJHT
438
Bank of Jackson Hole Trust
Wyoming
$29.1K +$29.1K +500 New
PSFG
439
Park Square Financial Group
Georgia
$29.1K +$29.1K +500 New
Russell Investments Group
440
Russell Investments Group
United Kingdom
$28.6K +$117 +2 +0.4%
RA
441
Rise Advisors
New York
$27.2K +$58 +1 +0.2%
CTC
442
Central Trust Company
Missouri
$26.8K – – –
A
443
Allianz
Germany
$24.8K – – –
LOIP
444
Live Oak Investment Partners
Texas
$24.7K -$24.8K – –
RDFA
445
Ritter Daniher Financial Advisory
Ohio
$23.3K – – –
AW
446
Avion Wealth
Texas
$23K +$23K +400 New
VWA
447
VSM Wealth Advisory
Maryland
$22.1K +$22.1K +380 New
CTWM
448
Cherry Tree Wealth Management
Minnesota
$21.9K – – –
GT
449
Glenmede Trust
Pennsylvania
$20.1K – – –
SAM
450
Synergy Asset Management
Washington
$19.8K +$19.8K +305 New
16 17
18
19 20