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iShares US Healthcare ETF

513 hedge funds and large institutions have $1.47B invested in iShares US Healthcare ETF in 2026 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 158 increasing their positions, 162 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 162

1.56% less ownership

Funds ownership: 51.98%50.43% (-1.6%)

6% less funds holding

Funds holding: 544513 (-31)

21% less capital invested

Capital invested by funds: $1.86B → $1.47B (-$388M)

38% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 53

56% less funds holding in top 10

Funds holding in top 10: 94 (-5)

Holders
513
Holders Change
-31
Holders Change %
-5.7%
% of All Funds
6.32%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.05%
New
33
Increased
158
Reduced
162
Closed
53
Calls
$333K
Puts
Net Calls
+$333K
Net Calls Change
-$370K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$8.13M +$845K +13,083 +11%
PAG
27
Private Advisor Group
New Jersey
$7.47M -$613K -9,483 -7%
PGFC
28
Peapack-Gladstone Financial Corp
New Jersey
$7.3M -$303K -4,690 -4%
UCFA
29
United Capital Financial Advisors
Texas
$7.21M -$148K -2,290 -2%
Two Sigma Investments
30
Two Sigma Investments
New York
$7.15M +$4.87M +75,400 +186%
SPIA
31
Steward Partners Investment Advisory
New York
$6.86M -$892K -13,807 -11%
SAM
32
SP Asset Management
California
$6.31M -$15.7K -243 -0.2%
FCFC
33
First Citizens Financial Corp
Iowa
$5.73M -$47.6K -737 -0.8%
Principal Financial Group
34
Principal Financial Group
Iowa
$5.7M -$10.2M -158,296 -63%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$5.35M -$873K -13,509 -13%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$5.33M -$4.02M -62,221 -42%
EH
37
Equitable Holdings
New York
$4.92M -$4.14M -64,124 -46%
GBFG
38
Gerald Baker Financial Group
Texas
$4.74M +$4.97M +76,928 New
SCA
39
Stillwater Capital Advisors
Pennsylvania
$4.57M -$472K -7,311 -9%
Truist Financial
40
Truist Financial
North Carolina
$4.49M +$1.69M +26,206 +56%
HA
41
HC Advisors
Georgia
$4.46M -$78.5K -1,215 -2%
PWW
42
Pettyjohn Wood & White
Virginia
$4.44M -$43.6K -675 -0.9%
Stifel Financial
43
Stifel Financial
Missouri
$4.38M -$1.88M -29,027 -29%
CIA
44
Capital Investment Advisors
Georgia
$4.27M -$17.5K -271 -0.4%
FAM
45
Forte Asset Management
New York
$4.07M -$38.1K -590 -0.9%
LF
46
Lighthouse Financial
Florida
$3.9M +$281K +4,357 +7%
SFG
47
Sowa Financial Group
Rhode Island
$3.54M -$49.7K -769 -1%
National Bank of Canada
48
National Bank of Canada
Quebec, Canada
$3.37M -$184K -2,844 -5%
Thrivent Financial for Lutherans
49
Thrivent Financial for Lutherans
Minnesota
$3.36M +$54.1K +837 +2%
SA
50
Sanctuary Advisors
Indiana
$3.31M +$377K +5,828 +12%