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iShares US Healthcare ETF

469 hedge funds and large institutions have $1.49B invested in iShares US Healthcare ETF in 2023 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 148 increasing their positions, 141 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
469
Holders Change
-1
Holders Change %
-0.21%
% of All Funds
7.4%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
42
Increased
148
Reduced
141
Closed
38
Calls
$3.67M
Puts
$617K
Net Calls
+$3.05M
Net Calls Change
+$2.26M
Name Holding Trade Value Shares
Change
Shares
Change %
GCP
126
GSA Capital Partners
United Kingdom
$1.14M -$126K -2,245 -10%
AA
127
Apriem Advisors
California
$1.13M
DC
128
Davenport & Co
Virginia
$1.11M +$126K +2,250 +13%
CFG
129
Citizens Financial Group
Rhode Island
$1.11M -$49.3K -880 -4%
OWA
130
One Wealth Advisors
California
$1.06M +$109K +1,945 +12%
SFS
131
Security Financial Services
Indiana
$1.05M -$42.9K -765 -4%
SC
132
Scotia Capital
Ontario, Canada
$1.05M +$30.8K +550 +3%
Northern Trust
133
Northern Trust
Illinois
$1.04M +$79.3K +1,415 +8%
US Bancorp
134
US Bancorp
Minnesota
$1.02M -$4.48K -80 -0.4%
T
135
TCWP
Ohio
$1.01M +$2.24K +40 +0.2%
FDCDDQ
136
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.01M -$34.2K -610 -3%
Kayne Anderson Rudnick Investment Management
137
Kayne Anderson Rudnick Investment Management
California
$990K -$120K -2,140 -11%
AFC
138
AFT Forsyth & Company
Florida
$980K -$36.4K -650 -4%
Carson Wealth (CWM LLC)
139
Carson Wealth (CWM LLC)
Nebraska
$976K +$255K +4,540 +35%
KFP
140
KMG Fiduciary Partners
Ohio
$974K +$75.4K +1,345 +8%
DLCIG
141
D.L. Carlson Investment Group
New Hampshire
$960K +$12.3K +220 +1%
PA
142
Pinnacle Associates
New York
$953K
FPCP
143
Fort Point Capital Partners
California
$925K -$3.13M -55,920 -77%
SWP
144
ShoreHaven Wealth Partners
New Jersey
$922K +$86K +1,535 +10%
BCWM
145
Bartlett & Co Wealth Management
Ohio
$920K -$50.7K -905 -5%
BC
146
Bartlett & Co
Ohio
$920K -$50.7K -905 -5%
VCM
147
Vivaldi Capital Management
Illinois
$915K
WFAG
148
Worth Financial Advisory Group
North Carolina
$891K -$81.6K -1,455 -8%
SMWM
149
Silvia McColl Wealth Management
California
$886K
BDFN
150
Bond & Devick Financial Network
Minnesota
$867K +$49.9K +890 +6%