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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 %
Lido Advisors
76
Lido Advisors
California
$2.24M +$334K +6,110 +17%
Janney Montgomery Scott
77
Janney Montgomery Scott
Pennsylvania
$2.15M -$99.1K -1,815 -4%
AAS
78
Avantax Advisory Services
Texas
$2.1M -$911K -16,675 -30%
EH
79
Equitable Holdings
New York
$2.08M +$76.5K +1,400 +4%
IA
80
IFG Advisory
Georgia
$2.02M +$5.46K +100 +0.3%
RRWA
81
Rainey & Randall Wealth Advisors
Florida
$1.99M -$9.01K -165 -0.4%
RF
82
Rollins Financial
Georgia
$1.89M -$564K -10,335 -23%
OPWM
83
Oxinas Partners Wealth Management
Indiana
$1.82M -$8.74K -160 -0.5%
SSA
84
Schonfeld Strategic Advisors
New York
$1.8M -$1.45M -26,500 -45%
ACM
85
AUA Capital Management
Pennsylvania
$1.79M – – –
CIBC World Market
86
CIBC World Market
Ontario, Canada
$1.76M -$39.9K -730 -2%
Mercer Global Advisors
87
Mercer Global Advisors
Colorado
$1.74M -$155K -2,845 -8%
Creative Planning
88
Creative Planning
Kansas
$1.73M -$165K -3,020 -9%
CA
89
Corrado Advisors
New Jersey
$1.71M +$45.6K +835 +3%
MLIC
90
Mandatum Life Insurance Company
Finland
$1.69M – – –
WS
91
Wedbush Securities
California
$1.67M -$76.5K -1,400 -4%
KA
92
Kovack Advisors
Florida
$1.66M -$65K -1,190 -4%
PD
93
Planning Directions
Pennsylvania
$1.66M +$105K +1,920 +7%
JIC
94
Johnson Investment Counsel
Ohio
$1.61M +$2.73K +50 +0.2%
MIA
95
MMBG Investment Advisors
Florida
$1.59M – – –
TA
96
TrueWealth Advisors
Alabama
$1.58M -$394K -7,220 -20%
JWCA
97
J.W. Cole Advisors
Florida
$1.58M +$1.24M +22,625 +363%
NFC
98
Northeast Financial Consultants
Connecticut
$1.57M -$1.24M -22,675 -44%
IWP
99
Icon Wealth Partners
Texas
$1.56M +$1.56M +28,600 New
AFA
100
American Financial Advisors
Georgia
$1.55M -$36.9K -675 -2%
2 3
4
5 6