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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 %
GPFA
476
Game Plan Financial Advisors
Ohio
$286 +$286 +5 New
Citadel Advisors
477
Citadel Advisors
Florida
– -$10.7M -198,520 Closed
FAIM
478
Financial Advocates Investment Management
Washington
– -$1.92M -193,930 Closed
Envestnet Portfolio Solutions
479
Envestnet Portfolio Solutions
Illinois
– -$6.98M -129,230 Closed
MC
480
McMorgan & Co
California
– -$6.53M -120,810 Closed
VCM
481
Virtue Capital Management
Tennessee
– -$2.15M -38,720 Closed
CA
482
Corrado Advisors
New Jersey
– -$1.72M -31,830 Closed
CI
483
CX Institutional
Indiana
– -$1.15M -21,305 Closed
FA
484
Fortis Advisors
Pennsylvania
– -$1.04M -19,330 Closed
T
485
TCWP
Ohio
– -$963K -17,835 Closed
SFS
486
Security Financial Services
Indiana
– -$897K -16,615 Closed
ATC
487
Argent Trust Co
Tennessee
– -$870K -16,115 Closed
Prudential Financial
488
Prudential Financial
New Jersey
– -$780K -14,440 Closed
CA
489
CoreCap Advisors
Michigan
– -$695K -12,865 Closed
SB
490
Strategic Blueprint
Georgia
– -$682K -12,620 Closed
Bank of New York Mellon
491
Bank of New York Mellon
New York
– -$564K -10,440 Closed
BCI
492
Brinker Capital Investments
Pennsylvania
– -$518K -9,590 Closed
OPS
493
Orion Portfolio Solutions
Nebraska
– -$518K -9,590 Closed
Koshinski Asset Management
494
Koshinski Asset Management
Illinois
– -$455K -8,420 Closed
Marshall Wace
495
Marshall Wace
United Kingdom
– -$447K -8,270 Closed
HFA
496
High Falls Advisors
New York
– -$416K -7,695 Closed
AssetMark Inc
497
AssetMark Inc
California
– -$374K -6,925 Closed
OAP
498
One Advisory Partners
Kansas
– -$338K -6,265 Closed
WP
499
WealthShield Partners
North Carolina
– -$324K -5,975 Closed
LWM
500
Liberty Wealth Management
California
– -$312K -5,770 Closed
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