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iShares US Healthcare ETF
IYH

Overview Fund Activity

470 hedge funds and large institutions have $1.23B invested in iShares US Healthcare ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 117 increasing their positions, 173 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
Holders Change
-18
Holders Change %
-3.69%
% of All Funds
6.3%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
37
Increased
117
Reduced
173
Closed
46
Calls
$277K
Puts
–
Net Calls
+$277K
Net Calls Change
+$68K

Top Buyers

1
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$34.5M
2
Two Sigma Investments
Two Sigma Investments
New York
$9.74M
3
SEIA
Signature Estate & Investment Advisors
California
$8.32M
4
HSBC Holdings
HSBC Holdings
United Kingdom
$7.02M
5
FAM
Forte Asset Management
New York
$4.06M

Top Sellers

1
JSSH
J. Safra Sarasin Holding
$0
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$63.8M
3
PCH
PGIM Custom Harvest
New Jersey
$38.2M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$48.1M
5
UBS Group
UBS Group
Switzerland
$63.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
26
Steward Partners Investment Advisory
New York
$6.65M +$2.25M +39,800 +51%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$6.56M -$2.74M -48,439 -29%
UCFA
28
United Capital Financial Advisors
Texas
$6.39M -$2.09K -37 -0%
AFG
29
Arkansas Financial Group
Arkansas
$6.18M +$379K +6,706 +7%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$6M -$255K -4,522 -4%
Jones Financial Companies
31
Jones Financial Companies
Missouri
$5.89M +$795K +14,145 +16%
SAM
32
SP Asset Management
California
$5.81M +$5.2K +92 +0.1%
FCFC
33
First Citizens Financial Corp
Iowa
$5.47M -$679K -12,029 -11%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$5.41M +$386K +6,837 +8%
PAG
35
Private Advisor Group
New Jersey
$5.32M -$253K -4,477 -5%
VA
36
VestGen Advisors
Illinois
$4.85M -$754K -13,480 -13%
AGAM
37
Audent Global Asset Management
California
$4.76M +$11.1K +197 +0.2%
SCA
38
Stillwater Capital Advisors
Pennsylvania
$4.65M -$22.3K -395 -0.5%
PWW
39
Pettyjohn Wood & White
Virginia
$4.24M -$35.9K -635 -0.8%
EH
40
Equitable Holdings
New York
$4.23M +$832K +14,735 +25%
FAM
41
Forte Asset Management
New York
$4.06M +$4.06M +71,928 New
CIA
42
Capital Investment Advisors
Georgia
$4.05M -$85.3K -1,510 -2%
HA
43
HC Advisors
Georgia
$3.97M +$114K +2,027 +3%
SFG
44
Sowa Financial Group
Rhode Island
$3.97M -$299K -5,292 -7%
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$3.69M -$1.5M -26,335 -29%
MML Investors Services
46
MML Investors Services
Massachusetts
$3.56M -$800K -14,173 -18%
PAS
47
Park Avenue Securities
New York
$3.54M +$353K +6,258 +11%
Citigroup
48
Citigroup
New York
$3.46M – – –
PWM
49
Perigon Wealth Management
California
$3.41M -$200K -3,540 -6%
National Bank of Canada
50
National Bank of Canada
Quebec, Canada
$3.4M +$108K +1,910 +3%
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