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iShares US Healthcare ETF
IYH

Overview Fund Activity

507 hedge funds and large institutions have $1.51B invested in iShares US Healthcare ETF in 2024 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 127 increasing their positions, 168 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
+21
Holders Change %
+4.32%
% of All Funds
7.33%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
49
Increased
127
Reduced
168
Closed
27
Calls
$1.69M
Puts
$20K
Net Calls
+$1.67M
Net Calls Change
-$168K

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$27.4M
2
Fidelity International
Fidelity International
Bermuda
$10.3M
3
LPL Financial
LPL Financial
California
$104M
4
Goldman Sachs
Goldman Sachs
New York
$36.2M
5
Morgan Stanley
Morgan Stanley
New York
$141M

Top Sellers

1
PCP
Perbak Capital Partners
United Kingdom
$9.94M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$69.6M
3
Osaic Holdings
Osaic Holdings
Arizona
$22.6M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$248K
5
Bank of America
Bank of America
North Carolina
$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
FDCDDQ
126
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.2M +$2.8K +43 +0.2%
PA
127
Pinnacle Associates
New York
$1.18M -$4.72M -16,480 -80%
CAM
128
Cresset Asset Management
Illinois
$1.15M +$210K +3,231 +22%
GVAG
129
Great Valley Advisor Group
Delaware
$1.15M +$122K +1,878 +12%
AAS
130
Avantax Advisory Services
Texas
$1.13M -$675K -10,382 -37%
GJIA
131
Glass Jacobson Investment Advisors
Maryland
$1.11M -$4.36K -67 -0.4%
FTS
132
Fifth Third Securities
Ohio
$1.11M -$19.4K -299 -2%
MCM
133
MAI Capital Management
Ohio
$1.09M -$18.2K -280 -2%
BDFN
134
Bond & Devick Financial Network
Minnesota
$1.09M -$7.41K -114 -0.7%
SFS
135
Sowell Financial Services
Arkansas
$1.09M +$195 +3 +0%
WFAG
136
Worth Financial Advisory Group
North Carolina
$1.08M +$3.45K +53 +0.3%
KCM
137
Kennicott Capital Management
California
$1.07M – – –
AWA
138
Arkadios Wealth Advisors
Georgia
$1.07M -$42.4K -652 -4%
BCWM
139
Bartlett & Co Wealth Management
Ohio
$1.06M – – –
AFC
140
AFT Forsyth & Company
Florida
$1.05M -$130 -2 -0%
KFP
141
KMG Fiduciary Partners
Ohio
$1.04M -$59.2K -910 -5%
FPCP
142
Fort Point Capital Partners
California
$1.03M +$13.2K +203 +1%
SMWM
143
Silvia McColl Wealth Management
California
$1.03M – – –
SS
144
Sunbelt Securities
Texas
$1.02M -$49.7K -764 -5%
Renaissance Technologies
145
Renaissance Technologies
New York
$995K +$995K +15,300 New
SSA
146
Schonfeld Strategic Advisors
New York
$993K +$993K +15,275 New
Mercer Global Advisors
147
Mercer Global Advisors
Colorado
$993K -$561K -8,670 -36%
Kayne Anderson Rudnick Investment Management
148
Kayne Anderson Rudnick Investment Management
California
$992K -$4.87K -75 -0.5%
RFA
149
Rollins Financial Advisors
New York
$959K -$129K -1,991 -12%
TW
150
TritonPoint Wealth
Maryland
$952K +$5.62K +87 +0.6%
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