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iShares US Healthcare ETF
IYH

Overview Fund Activity

470 hedge funds and large institutions have $1.23B invested in iShares US Healthcare ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 117 increasing their positions, 173 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
Holders Change
-18
Holders Change %
-3.69%
% of All Funds
6.31%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
37
Increased
117
Reduced
173
Closed
46
Calls
$277K
Puts
–
Net Calls
+$277K
Net Calls Change
+$68K

Top Buyers

1
LWANC
1
Laurel Wealth Advisors (North Carolina)
North Carolina
$34.5M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$9.74M
3
SEIA
3
Signature Estate & Investment Advisors
California
$8.32M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$7.02M
5
FAM
5
Forte Asset Management
New York
$4.06M

Top Sellers

1
JSSH
1
J. Safra Sarasin Holding
$0
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$63.8M
3
PCH
3
PGIM Custom Harvest
New Jersey
$38.2M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$48.1M
5
UBS Group
5
UBS Group
Switzerland
$63.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
451
Capital Analysts LLC
Pennsylvania
$8K – – –
MSWA
452
Marshall & Sterling Wealth Advisors
New York
$7.92K -$23.5K -419 -75%
GSWM
453
Golden State Wealth Management
California
$7.23K – – –
AIM
454
Access Investment Management
Georgia
$7.06K +$7.06K +125 New
PWA
455
Physician Wealth Advisors
Utah
$6.5K – – –
SC
456
SouthState Corp
Florida
$6.5K – – –
FWP
457
FAS Wealth Partners
Kansas
$6.04K – – –
DPW
458
DiNuzzo Private Wealth
Pennsylvania
$5.65K – – –
RFA
459
Register Financial Advisors
Georgia
$5.65K – – –
BIA
460
Bell Investment Advisors
California
$5.65K +$5.65K +100 New
RMP
461
Richards, Merrill & Peterson
Washington
$4.35K – – –
FFA
462
Founders Financial Alliance
North Carolina
$4.24K -$14.1K -250 -77%
EWM
463
EPG Wealth Management
Georgia
$4.24K – – –
MWM
464
Mascoma Wealth Management
New Hampshire
$3.11K – – –
AIM
465
Anchor Investment Management
South Carolina
$2.88K – – –
SFC
466
SYM Financial Corp
Indiana
$1.41K +$1.41K +25 New
VCM
467
Viewpoint Capital Management
Washington
$1.13K – – –
GC
468
Gould Capital
Washington
$678 – – –
CW
469
Curio Wealth
Maryland
$283 +$226 +4 +400%
GWS
470
Glassman Wealth Services
Virginia
$113 – – –
RWS
471
Retirement Wealth Solutions
Wisconsin
$76 – – –
JSSH
472
J. Safra Sarasin Holding
– -$20.7M -339,610 Closed
VBFG
473
Vishria Bird Financial Group
Tennessee
– -$2.38M -39,007 Closed
EFI
474
EHP Funds Inc
Canada
– -$1.6M -26,300 Closed
NRG
475
Nemes Rush Group
Michigan
– -$562K -9,227 Closed
17 18
19
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