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iShares US Healthcare ETF
IYH

Overview Fund Activity

498 hedge funds and large institutions have $1.59B invested in iShares US Healthcare ETF in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 126 increasing their positions, 156 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
-9
Holders Change %
-1.78%
% of All Funds
6.63%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
59
Increased
126
Reduced
156
Closed
57
Calls
$309K
Puts
$17K
Net Calls
+$292K
Net Calls Change
-$1.38M

Top Buyers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$16.8M
2
JSSH
2
J. Safra Sarasin Holding
$9.68M
3
Bank of America
3
Bank of America
North Carolina
$111M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$75.4M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$68.8M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$234M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$5.44M
3
BA
3
Bellwether Advisors
Nebraska
$786K
4
Fidelity International
4
Fidelity International
Bermuda
$0
5
UBS Group
5
UBS Group
Switzerland
$79.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BDFN
126
Bond & Devick Financial Network
Minnesota
$1.09M – – –
Citadel Advisors
127
Citadel Advisors
Florida
$1.09M -$184K -3,159 -14%
OSAM
128
O'Shaughnessy Asset Management
Connecticut
$1.09M +$891K +15,286 +453%
GJIA
129
Glass Jacobson Investment Advisors
Maryland
$1.08M +$77.2K +1,325 +8%
PFS
130
Prospera Financial Services
Texas
$1.06M -$198K -3,395 -16%
MCM
131
MAI Capital Management
Ohio
$1.01M +$29.4K +505 +3%
GVAG
132
Great Valley Advisor Group
Delaware
$997K -$35.7K -613 -3%
USCWA
133
U.S. Capital Wealth Advisors
Texas
$993K +$268K +4,596 +37%
IWC
134
Integrated Wealth Concepts
Massachusetts
$956K -$1.6M -27,421 -63%
AWA
135
Arkadios Wealth Advisors
Georgia
$953K -$4.84K -83 -0.5%
BCWM
136
Bartlett & Co Wealth Management
Ohio
$945K -$9.09K -156 -1%
FDCDDQ
137
Federation des caisses Desjardins du Quebec
Quebec, Canada
$937K -$137K -2,350 -13%
PD
138
Planning Directions
Pennsylvania
$929K -$178K -3,050 -16%
KFP
139
KMG Fiduciary Partners
Ohio
$929K – – –
AFC
140
AFT Forsyth & Company
Florida
$926K -$19.2K -330 -2%
SMWM
141
Silvia McColl Wealth Management
California
$921K – – –
KCM
142
Kennicott Capital Management
California
$917K -$43.7K -750 -5%
KA
143
Kovack Advisors
Florida
$915K +$188K +3,220 +26%
FPCP
144
Fort Point Capital Partners
California
$905K -$18.5K -318 -2%
WFAG
145
Worth Financial Advisory Group
North Carolina
$900K -$64.3K -1,104 -7%
Kayne Anderson Rudnick Investment Management
146
Kayne Anderson Rudnick Investment Management
California
$890K +$466 +8 +0.1%
CG
147
Caprock Group
Idaho
$880K +$880K +15,110 New
SS
148
Sunbelt Securities
Texas
$860K -$50.5K -869 -6%
RFA
149
Rollins Financial Advisors
New York
$852K -$7.63K -131 -0.9%
CI
150
CX Institutional
Indiana
$851K +$851K +14,601 New
4 5
6
7 8