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iShares US Healthcare ETF
IYH

Overview Fund Activity

470 hedge funds and large institutions have $1.55B invested in iShares US Healthcare ETF in 2023 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 125 increasing their positions, 149 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
Holders Change
+1
Holders Change %
+0.21%
% of All Funds
7.49%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
42
Increased
125
Reduced
149
Closed
36
Calls
$3.03M
Puts
$2M
Net Calls
+$1.03M
Net Calls Change
-$2.03M

Top Buyers

1
GBWM
Granite Bay Wealth Management
New Hampshire
$102M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$59.7M
3
BA
Bellwether Advisors
Nebraska
$25.7M
4
Citadel Advisors
Citadel Advisors
Florida
$10.7M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$28M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
2
Morgan Stanley
Morgan Stanley
New York
$130M
3
LPL Financial
LPL Financial
California
$106M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$59.9M
5
Ameriprise
Ameriprise
Minnesota
$19.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMG
451
Provence Wealth Management Group
California
$7.02K +$7.02K +130 New
SC
452
SouthState Corp
Florida
$6.21K – – –
LOIP
453
Live Oak Investment Partners
Texas
$6.21K – – –
IHWM
454
Iron Horse Wealth Management
Iowa
$5.4K +$5.4K +100 New
VWM
455
Venturi Wealth Management
Texas
$5.13K – – –
Bessemer Group
456
Bessemer Group
New Jersey
$5K – – –
PTC
457
Private Trust Company
Ohio
$4.86K +$4.86K +90 New
PCMC
458
Private Capital Management (Colorado)
Colorado
$4.59K +$4.59K +85 New
SGC
459
Slocum, Gordon & Co
Rhode Island
$4.05K +$4.05K +75 New
AIM
460
Anchor Investment Management
South Carolina
$3.51K – – –
TFA
461
Toth Financial Advisory
Virginia
$3.51K – – –
NSG
462
Nalls Sherbakoff Group
Tennessee
$3.24K – – –
RCM
463
Raleigh Capital Management
North Carolina
$2.99K – – –
MWM
464
Mascoma Wealth Management
New Hampshire
$2.97K – – –
CSWM
465
Cassady Schiller Wealth Management
Ohio
$2.7K – – –
OLVIG
466
Oliver Lagore Vanvalin Investment Group
Michigan
$2.7K – – –
ATC
467
Adirondack Trust Company
New York
$2.7K – – –
LFG
468
Larson Financial Group
Missouri
$2.3K – – –
MHR
469
Matthew Hamilton Rosenberg
$810 – – –
NL
470
NVWM LLC
Pennsylvania
$542 +$542 +10 New
CIM
471
Contravisory Investment Management
Massachusetts
$540 +$540 +10 New
CIA
472
Cape Investment Advisory
Georgia
$270 +$270 +5 New
Manulife (Manufacturers Life Insurance)
473
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$29M -517,325 Closed
SHFP
474
Second Half Financial Partners
Florida
– -$1.72M -30,755 Closed
KM
475
Kalos Management
Georgia
– -$1.54M -27,455 Closed
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