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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 %
CMP
451
Coston McIsaac & Partners
Maine
$9K – – –
BCMLT
452
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.91K – – –
PP
453
Pacifica Partners
Canada
$8.82K – – –
PFA
454
Pathway Financial Advisers
Indiana
$8.28K – – –
PWMG
455
Provence Wealth Management Group
California
$7.44K – – –
LOIP
456
Live Oak Investment Partners
Texas
$6.87K -$6.21K – –
IHWM
457
Iron Horse Wealth Management
Iowa
$6.6K +$860 +15 +15%
SC
458
SouthState Corp
Florida
$6.58K – – –
CPG
459
Cornerstone Planning Group
New Jersey
$6.01K -$4.29K -75 -42%
Jones Financial Companies
460
Jones Financial Companies
Missouri
$6.01K +$6.01K +105 New
DPW
461
DiNuzzo Private Wealth
Pennsylvania
$5.73K +$5.73K +100 New
Bessemer Group
462
Bessemer Group
New Jersey
$5K – – –
TF
463
Tompkins Financial
New York
$4.58K +$4.58K +80 New
TFA
464
Toth Financial Advisory
Virginia
$3.72K – – –
AIM
465
Anchor Investment Management
South Carolina
$3.72K – – –
NSG
466
Nalls Sherbakoff Group
Tennessee
$3.44K – – –
RCM
467
Raleigh Capital Management
North Carolina
$3.18K – – –
MWM
468
Mascoma Wealth Management
New Hampshire
$3.15K – – –
ATC
469
Adirondack Trust Company
New York
$3.03K – – –
CSWM
470
Cassady Schiller Wealth Management
Ohio
$2.86K – – –
LFG
471
Larson Financial Group
Missouri
$2.46K – – –
BTI
472
Blue Trust Inc
Georgia
$2K -$49.4K -865 -96%
IGWM
473
ICA Group Wealth Management
Colorado
$1.43K +$1.43K +25 New
VCM
474
Viewpoint Capital Management
Washington
$1.15K +$1.15K +20 New
MHR
475
Matthew Hamilton Rosenberg
$859 – – –
17 18
19
20 21