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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 %
JWCA
101
J.W. Cole Advisors
Florida
$1.38M +$1.13M +19,675 +436%
TF
102
Trek Financial
Arizona
$1.38M +$1.38M +24,160 New
PIMG
103
Patriot Investment Management Group
Tennessee
$1.38M -$203K -3,550 -13%
VA
104
Valmark Advisers
Ohio
$1.38M -$19.2K -335 -1%
SWA
105
SOA Wealth Advisors
New York
$1.36M -$25.8K -450 -2%
SB
106
Simmons Bank
Arkansas
$1.34M – – –
WP
107
WealthSource Partners
California
$1.33M -$1.46M -25,580 -52%
CAPTRUST Financial Advisors
108
CAPTRUST Financial Advisors
North Carolina
$1.33M -$45.8K -800 -3%
CB
109
Commerce Bank
Missouri
$1.29M -$2.86K -50 -0.2%
LWANC
110
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.27M -$14K -245 -1%
WA
111
WESPAC Advisors
California
$1.26M -$117K -2,040 -8%
DC
112
Davenport & Co
Virginia
$1.24M +$102K +1,780 +9%
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$1.23M +$223K +3,890 +22%
D
114
Dentgroup
Louisiana
$1.21M -$398K -6,950 -25%
TW
115
Transform Wealth
Colorado
$1.19M -$252K -4,395 -17%
RF
116
Rollins Financial
Georgia
$1.19M -$126K -2,195 -10%
RFA
117
Rollins Financial Advisors
New York
$1.19M +$1.19M +20,765 New
FFN
118
Focus Financial Network
Minnesota
$1.19M -$170K -2,970 -13%
IAP
119
Indie Asset Partners
Indiana
$1.19M +$1.19M +20,750 New
PA
120
Pinnacle Associates
New York
$1.18M +$206K +3,600 +21%
Northern Trust
121
Northern Trust
Illinois
$1.16M -$18.6K -325 -2%
NP
122
NorthRock Partners
Minnesota
$1.16M +$588K +10,270 +103%
AA
123
Apriem Advisors
California
$1.15M – – –
CFG
124
Citizens Financial Group
Rhode Island
$1.14M +$5.15K +90 +0.5%
WMWM
125
Whitaker-Myers Wealth Managers
Ohio
$1.09M -$56.4K -985 -5%
3 4
5
6 7