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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.

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
1
Morgan Stanley
New York
$368M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$84.8M
3
CW
3
Connectus Wealth
Ohio
$10.7M
4
BA
4
Bellwether Advisors
Nebraska
$35M
5
EWA
5
EP Wealth Advisors
California
$8.23M

Top Sellers

1
GBWM
1
Granite Bay Wealth Management
New Hampshire
$35.9M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$6.96M
3
LPL Financial
3
LPL Financial
California
$77.8M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$11.8M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
26
Sowa Financial Group
Rhode Island
$8.79M -$1.06M -18,450 -11%
EWA
27
EP Wealth Advisors
California
$8.23M +$7.39M +129,020 +878%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$8.13M -$3.44M -60,140 -30%
PGFC
29
Peapack-Gladstone Financial Corp
New Jersey
$8.13M -$142K -2,485 -2%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$7.85M -$579K -10,110 -7%
GLA
31
Great Lakes Advisors
Illinois
$7.42M -$228K -3,985 -3%
UCFA
32
United Capital Financial Advisors
Texas
$7.11M -$5.04M -88,075 -42%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$6.96M -$56.5M -987,490 -89%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$6.96M +$2.44M +42,600 +54%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$6.47M +$581K +10,150 +10%
FCFC
36
First Citizens Financial Corp
Iowa
$6.17M -$37.8K -660 -0.6%
SAM
37
SP Asset Management
California
$5.85M +$12.9K +225 +0.2%
SCA
38
Stillwater Capital Advisors
Pennsylvania
$5.84M +$39.2K +685 +0.7%
AWM
39
AE Wealth Management
Kansas
$5.56M -$997K -17,065 -15%
E
40
ETFidea
New York
$5.5M -$279K -4,865 -5%
CAMG
41
CWA Asset Management Group
Florida
$5.35M +$5.35M +93,390 New
MML Investors Services
42
MML Investors Services
Massachusetts
$5.09M -$4.77M -83,240 -48%
SPIA
43
Steward Partners Investment Advisory
New York
$4.98M -$1.58M -27,585 -24%
PAG
44
Private Advisor Group
New Jersey
$4.92M -$1.95M -34,095 -28%
PWW
45
Pettyjohn Wood & White
Virginia
$4.79M -$122K -2,125 -2%
CIA
46
Capital Investment Advisors
Georgia
$4.7M -$122K -2,125 -3%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$4.05M -$27.2K -475 -0.7%
ASN
48
Advisory Services Network
Georgia
$4.03M +$786K +13,725 +24%
AFG
49
Arkansas Financial Group
Arkansas
$3.97M +$253K +4,425 +7%
CAN
50
Cetera Advisor Networks
California
$3.94M -$1.7M -29,755 -30%
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