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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 %
GFWA
451
Grey Fox Wealth Advisors
Delaware
$7.14K -$6.04K -110 -46%
SC
452
SouthState Corp
Florida
$6.28K – – –
APC
453
Aspire Private Capital
North Carolina
$6.01K -$273 -5 -4%
AIP
454
Ahrens Investment Partners
Louisiana
$5.73K +$5.73K +105 New
ATC
455
Adirondack Trust Company
New York
$5.46K – – –
VWM
456
Venturi Wealth Management
Texas
$5.19K +$5.19K +95 New
Bessemer Group
457
Bessemer Group
New Jersey
$5K – – –
SGC
458
Slocum, Gordon & Co
Rhode Island
$4.1K – – –
AIM
459
Anchor Investment Management
South Carolina
$3.55K – – –
NSG
460
Nalls Sherbakoff Group
Tennessee
$3.24K +$3.24K +60 New
MWM
461
Mascoma Wealth Management
New Hampshire
$3.09K – – –
CSWM
462
Cassady Schiller Wealth Management
Ohio
$2.73K – – –
FCA
463
Fortis Capital Advisors
Kansas
$2.73K – – –
OLVIG
464
Oliver Lagore Vanvalin Investment Group
Michigan
$2.73K +$2.73K +50 New
LFG
465
Larson Financial Group
Missouri
$2.32K +$258 +5 +13%
CWM
466
Cedar Wealth Management
California
$2.18K +$2.18K +40 New
IGWM
467
ICA Group Wealth Management
Colorado
$1.37K – – –
MWC
468
MBM Wealth Consultants
Missouri
$1K – – –
MHR
469
Matthew Hamilton Rosenberg
$819 – – –
MBFW
470
Morton Brown Family Wealth
Pennsylvania
$546 +$546 +10 New
SFCL
471
Strengthening Families & Communities LLC
Massachusetts
$10 – – –
MFS
472
Mirabella Financial Services
United Kingdom
– -$10.2M -179,235 Closed
B
473
Barings
North Carolina
– -$9.5M -167,365 Closed
CWM
474
Connecticut Wealth Management
Connecticut
– -$5.93M -104,500 Closed
VCM
475
Virtue Capital Management
Tennessee
– -$3.77M -66,440 Closed
17 18
19
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