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

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$130M
3
LPL Financial
3
LPL Financial
California
$106M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$59.9M
5
Ameriprise
5
Ameriprise
Minnesota
$19.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$10.7M +$8.81M +163,035 +459%
MML Investors Services
27
MML Investors Services
Massachusetts
$9.3M -$293K -5,420 -3%
SFG
28
Sowa Financial Group
Rhode Island
$9.29M -$107K -1,985 -1%
OIA
29
OneDigital Investment Advisors
Kansas
$9.14M -$2.28M -42,210 -20%
RFM
30
Royal Fund Management
Florida
$8.52M +$138K +2,555 +2%
Thrivent Financial for Lutherans
31
Thrivent Financial for Lutherans
Minnesota
$7.98M -$2.01M -37,150 -20%
PGFC
32
Peapack-Gladstone Financial Corp
New Jersey
$7.8M -$96.7K -1,790 -1%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$7.69M +$2.22M +41,185 +41%
PAS
34
Park Avenue Securities
New York
$7.51M +$127K +2,360 +2%
GLA
35
Great Lakes Advisors
Illinois
$7.22M +$58.6K +1,085 +0.8%
Envestnet Portfolio Solutions
36
Envestnet Portfolio Solutions
Illinois
$6.98M +$6.98M +129,230 New
MC
37
McMorgan & Co
California
$6.53M +$159K +2,945 +2%
PAG
38
Private Advisor Group
New Jersey
$6.48M -$324K -5,990 -5%
SPIA
39
Steward Partners Investment Advisory
New York
$6.19M -$164K -3,030 -3%
AWM
40
AE Wealth Management
Kansas
$6.06M +$473K +8,765 +8%
FCFC
41
First Citizens Financial Corp
Iowa
$5.86M -$209K -3,870 -3%
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$5.55M +$5.55M +102,795 New
SAM
43
SP Asset Management
California
$5.51M – – –
SCA
44
Stillwater Capital Advisors
Pennsylvania
$5.47M -$78.9K -1,460 -1%
E
45
ETFidea
New York
$5.45M -$2.97K -55 -0.1%
CAN
46
Cetera Advisor Networks
California
$5.32M +$72.9K +1,350 +1%
PWW
47
Pettyjohn Wood & White
Virginia
$4.63M -$138K -2,560 -3%
PWM
48
Perigon Wealth Management
California
$4.58M +$339K +6,270 +8%
CIA
49
Capital Investment Advisors
Georgia
$4.55M -$243K -4,500 -5%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$4.41M +$96.5K +1,720 +2%
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