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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.

New
Increased
Maintained
Reduced
Closed
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
Morgan Stanley
New York
$368M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$84.8M
3
CW
Connectus Wealth
Ohio
$10.7M
4
BA
Bellwether Advisors
Nebraska
$35M
5
EWA
EP Wealth Advisors
California
$8.23M

Top Sellers

1
GBWM
Granite Bay Wealth Management
New Hampshire
$35.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$6.96M
3
LPL Financial
LPL Financial
California
$77.8M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$11.8M
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
126
Vivaldi Capital Management
Illinois
$1.09M +$405K +6,770 +59%
AFA
127
American Financial Advisors
Georgia
$1.06M +$2.58K +45 +0.2%
FDCDDQ
128
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.05M +$26.6K +465 +3%
US Bancorp
129
US Bancorp
Minnesota
$1.05M -$9.26K -160 -0.9%
CV
130
Counterweight Ventures
North Carolina
$1.04M +$1.04M +18,235 New
Qube Research & Technologies (QRT)
131
Qube Research & Technologies (QRT)
United Kingdom
$1.04M +$41.8K +730 +4%
SPC
132
Sigma Planning Corp
Michigan
$1.03M -$2.1M -36,720 -67%
SC
133
Scotia Capital
Ontario, Canada
$1.03M -$47.2K -825 -4%
TW
134
TritonPoint Wealth
Maryland
$1M +$1M +17,545 New
BC
135
Bartlett & Co
Ohio
$981K +$40.7K +710 +4%
BCWM
136
Bartlett & Co Wealth Management
Ohio
$981K +$40.7K +710 +4%
Kayne Anderson Rudnick Investment Management
137
Kayne Anderson Rudnick Investment Management
California
$973K -$32.9K -575 -3%
MCM
138
MAI Capital Management
Ohio
$961K +$179K +3,130 +23%
RIA
139
Regal Investment Advisors
Michigan
$953K +$59.2K +1,035 +7%
KFP
140
KMG Fiduciary Partners
Ohio
$947K -$5.15K -90 -0.5%
HI
141
Hudock Inc
Pennsylvania
$943K +$189K +3,295 +25%
GJIA
142
Glass Jacobson Investment Advisors
Maryland
$942K +$263K +4,600 +39%
AFC
143
AFT Forsyth & Company
Florida
$936K -$74.4K -1,300 -7%
Pathstone Holdings
144
Pathstone Holdings
New Jersey
$923K +$923K +16,130 New
BDFN
145
Bond & Devick Financial Network
Minnesota
$918K +$22.3K +390 +2%
WFAG
146
Worth Financial Advisory Group
North Carolina
$911K -$19.2K -335 -2%
SMWM
147
Silvia McColl Wealth Management
California
$905K – – –
FPCP
148
Fort Point Capital Partners
California
$903K -$44.1K -770 -5%
CL
149
Choreo LLC
Illinois
$880K -$984K -17,180 -53%
PCIA
150
Prime Capital Investment Advisors
Kansas
$875K +$35.2K +615 +4%
4 5
6
7 8