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iShares US Healthcare ETF
IYH

Overview Fund Activity

470 hedge funds and large institutions have $1.44B invested in iShares US Healthcare ETF in 2023 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 147 increasing their positions, 144 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
Holders Change
-14
Holders Change %
-2.89%
% of All Funds
7.52%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
45
Increased
147
Reduced
144
Closed
46
Calls
$1.48M
Puts
$680K
Net Calls
+$795K
Net Calls Change
-$908K

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$29.9M
2
Citadel Advisors
2
Citadel Advisors
Florida
$8.95M
3
CCM
3
Consolidated Capital Management
California
$11.8M
4
PCH
4
PGIM Custom Harvest
New Jersey
$20.5M
5
OIA
5
OneDigital Investment Advisors
Kansas
$10.6M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$81M
2
MFS
2
Mirabella Financial Services
United Kingdom
$0
3
B
3
Barings
North Carolina
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$62.5M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$34.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
51
Citigroup
New York
$3.77M -$158K -2,890 -4%
Stifel Financial
52
Stifel Financial
Missouri
$3.72M -$93.1K -1,705 -2%
MAG
53
MRA Advisory Group
New Jersey
$3.44M +$66.1K +1,210 +2%
EL
54
Essex LLC
Illinois
$3.35M – – –
KAS
55
Kestra Advisory Services
Texas
$3.18M -$553K -10,120 -15%
JPMPWA
56
J.P. Morgan Private Wealth Advisors
California
$3.14M -$575K -10,530 -15%
CWM
57
Congress Wealth Management
Massachusetts
$3.14M +$3.14M +57,465 New
IWC
58
Integrated Wealth Concepts
Massachusetts
$3.1M +$490K +8,975 +19%
AFG
59
Arkansas Financial Group
Arkansas
$3.09M +$901K +16,495 +41%
FLA
60
Financial Life Advisors
Texas
$3M +$398K +7,285 +15%
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$2.96M +$2.96M +54,150 New
CL
62
Choreo LLC
Illinois
$2.91M +$2.91M +53,270 New
KP
63
Keel Point
Alabama
$2.88M -$469K -8,595 -14%
National Bank of Canada
64
National Bank of Canada
Quebec, Canada
$2.8M +$56.5K +1,035 +2%
MCC
65
Money Concepts Capital
Florida
$2.8M +$2.57M +350,920 +1,145%
WP
66
WealthSource Partners
California
$2.79M -$193K -3,525 -6%
PWM
67
Perigon Wealth Management
California
$2.75M +$280K +5,120 +11%
ASN
68
Advisory Services Network
Georgia
$2.74M +$1.57M +28,735 +134%
AWS
69
Atria Wealth Solutions
New York
$2.73M -$84.9K -1,555 -3%
SPC
70
Sigma Planning Corp
Michigan
$2.62M +$347K +6,350 +15%
MAWCM
71
Mine & Arao Wealth Creation & Management
California
$2.52M +$33.9K +620 +1%
CCA
72
Conservest Capital Advisors
Pennsylvania
$2.45M +$35.2K +645 +1%
NA
73
NewEdge Advisors
Louisiana
$2.38M +$96.5K +1,760 +4%
PAG
74
Private Advisory Group
Washington
$2.35M +$575K +10,520 +32%
VBFG
75
Vishria Bird Financial Group
Tennessee
$2.25M – – –
1 2
3
4 5