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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 %
AWS
76
Atria Wealth Solutions
New York
$2.12M -$571K -9,980 -21%
OPWM
77
Oxinas Partners Wealth Management
Indiana
$2.05M +$24.9K +435 +1%
AAS
78
Avantax Advisory Services
Texas
$2.03M -$184K -3,210 -8%
JIC
79
Johnson Investment Counsel
Ohio
$1.99M -$7.16K -125 -0.4%
PAS
80
Park Avenue Securities
New York
$1.98M -$5.98M -104,475 -75%
EL
81
Essex LLC
Illinois
$1.95M -$517K -9,030 -21%
GCP
82
GSA Capital Partners
United Kingdom
$1.9M +$1.33M +23,175 +232%
ACM
83
AUA Capital Management
Pennsylvania
$1.85M +$94.5K +1,650 +5%
Fidelity Investments
84
Fidelity Investments
Massachusetts
$1.85M -$24.6K -430 -1%
CIBC World Market
85
CIBC World Market
Ontario, Canada
$1.74M +$39.2K +685 +2%
LNC
86
Lincoln National Corp
Pennsylvania
$1.74M -$71.8K -1,255 -4%
MLIC
87
Mandatum Life Insurance Company
Finland
$1.74M -$34.1K -595 -2%
CAM
88
Creekmur Asset Management
Illinois
$1.73M +$1.73M +30,300 New
CAG
89
Csenge Advisory Group
Florida
$1.7M -$427K -7,465 -20%
MIA
90
MMBG Investment Advisors
Florida
$1.67M – – –
NFC
91
Northeast Financial Consultants
Connecticut
$1.64M – – –
PFS
92
Prospera Financial Services
Texas
$1.62M +$46.4K +810 +3%
Mercer Global Advisors
93
Mercer Global Advisors
Colorado
$1.61M -$57.3K -1,000 -3%
Corient Private Wealth
94
Corient Private Wealth
Florida
$1.55M +$176K +3,080 +13%
MCC
95
Money Concepts Capital
Florida
$1.45M -$91.6K -1,600 -6%
GIA
96
Gladstone Institutional Advisory
Florida
$1.45M -$30.9K -540 -2%
WA
97
Wealthstar Advisors
Texas
$1.42M +$1.42M +24,755 New
MPCL
98
My Personal CFO LLC
Washington
$1.42M – – –
PCA
99
Prosperity Capital Advisors
Ohio
$1.4M +$27.8K +485 +2%
NA
100
NewEdge Advisors
Louisiana
$1.39M -$1.54M -26,595 -53%
2 3
4
5 6