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iShares US Healthcare ETF

513 hedge funds and large institutions have $1.47B invested in iShares US Healthcare ETF in 2026 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 158 increasing their positions, 162 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 162

1.56% less ownership

Funds ownership: 51.98%50.43% (-1.6%)

6% less funds holding

Funds holding: 544513 (-31)

21% less capital invested

Capital invested by funds: $1.86B → $1.47B (-$388M)

38% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 53

56% less funds holding in top 10

Funds holding in top 10: 94 (-5)

Holders
513
Holders Change
-31
Holders Change %
-5.7%
% of All Funds
6.32%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.05%
New
33
Increased
158
Reduced
162
Closed
53
Calls
$333K
Puts
Net Calls
+$333K
Net Calls Change
-$370K
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
151
Bartlett & Co Wealth Management
Ohio
$886K -$10.6K -164 -1%
IP
152
Indivisible Partners
Florida
$858K
IWC
153
Integrated Wealth Concepts
Massachusetts
$852K +$288K +4,463 +48%
HPWM
154
High Point Wealth Management
New Jersey
$851K +$2.58K +40 +0.3%
TW
155
TritonPoint Wealth
Maryland
$840K -$29.9K -463 -3%
MGIA
156
Moneta Group Investment Advisors
Missouri
$833K -$4.72K -73 -0.5%
William Blair & Company
157
William Blair & Company
Illinois
$828K +$98.3K +1,522 +13%
CVA
158
Central Valley Advisors
California
$817K +$154K +2,384 +22%
BDFN
159
Bond & Devick Financial Network
Minnesota
$813K -$19.4K -300 -2%
BA
160
Bellwether Advisors
Nebraska
$812K
VFG
161
V2 Financial group
Illinois
$801K
CA
162
Claro Advisors
Massachusetts
$798K +$39.3K +609 +5%
CAM
163
Cresset Asset Management
Illinois
$796K -$31.1K -481 -4%
CL
164
Choreo LLC
Illinois
$792K -$39.9K -618 -5%
VCM
165
Vivaldi Capital Management
Illinois
$785K -$66.5K -1,030 -7%
LOWM
166
Laurel Oak Wealth Management
New Jersey
$779K +$22K +340 +3%
SFS
167
Sowell Financial Services
Arkansas
$775K
BWS
168
Buck Wealth Strategies
Colorado
$773K +$811K +12,547 New
HSBC Holdings
169
HSBC Holdings
United Kingdom
$770K -$79.1M -1,225,003 -99%
ASN
170
Advisory Services Network
Georgia
$767K -$120K -1,855 -13%
HWA
171
Heritage Wealth Advisors
Virginia
$762K
RIA
172
Regal Investment Advisors
Michigan
$724K -$17.8K -276 -2%
BCM
173
Boreal Capital Management
Florida
$721K
CI
174
CX Institutional
Indiana
$715K +$624K +9,655 +495%
OSAM
175
O'Shaughnessy Asset Management
Connecticut
$703K -$23.9K -370 -3%