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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 %
Truist Financial
51
Truist Financial
North Carolina
$3.92M -$582K -10,160 -13%
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$3.81M -$4.34M -75,835 -53%
Citigroup
53
Citigroup
New York
$3.67M +$84.7K +1,480 +2%
SCM
54
Sheridan Capital Management
California
$3.66M +$3.66M +63,965 New
CWM
55
Congress Wealth Management
Massachusetts
$3.48M +$81.3K +1,420 +2%
Mariner
56
Mariner
Kansas
$3.41M +$1.83M +31,910 +115%
Stifel Financial
57
Stifel Financial
Missouri
$3.4M -$650K -11,360 -16%
National Bank of Canada
58
National Bank of Canada
Quebec, Canada
$3.3M +$259K +4,450 +8%
HA
59
HC Advisors
Georgia
$3.08M -$1.45M -25,320 -32%
MAWCM
60
Mine & Arao Wealth Creation & Management
California
$2.76M +$14.6K +255 +0.5%
EH
61
Equitable Holdings
New York
$2.73M +$664K +11,605 +32%
RRWA
62
Rainey & Randall Wealth Advisors
Florida
$2.63M +$395K +6,905 +18%
Creative Planning
63
Creative Planning
Kansas
$2.61M +$271K +4,740 +12%
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
$2.5M +$245K +4,270 +11%
CCA
65
Conservest Capital Advisors
Pennsylvania
$2.36M -$134K -2,345 -5%
PWM
66
Perigon Wealth Management
California
$2.35M -$2.5M -43,735 -52%
IA
67
IFG Advisory
Georgia
$2.34M +$248K +4,330 +12%
CA
68
Cetera Advisors
Colorado
$2.27M -$3.44K -60 -0.2%
VBFG
69
Vishria Bird Financial Group
Tennessee
$2.27M -$2.29K -40 -0.1%
Lido Advisors
70
Lido Advisors
California
$2.25M +$9.16K +160 +0.4%
IWC
71
Integrated Wealth Concepts
Massachusetts
$2.24M -$946K -16,525 -30%
Baird Financial Group
72
Baird Financial Group
Wisconsin
$2.24M -$29.8K -520 -1%
PD
73
Planning Directions
Pennsylvania
$2.16M +$94.2K +1,645 +5%
AGAM
74
Audent Global Asset Management
California
$2.16M -$91.3K -1,595 -4%
GT
75
Glenview Trust
Kentucky
$2.15M +$1.3M +22,760 +153%
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