IYH icon

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 %
VFG
151
V2 Financial group
Illinois
$859K – – –
PS
152
Principal Securities
Iowa
$855K +$855K +14,930 New
MOS
153
MGO One Seven
Ohio
$843K -$507K -8,860 -38%
GM
154
GeoWealth Management
Illinois
$833K +$833K +14,550 New
AAS
155
Ameritas Advisory Services
Nebraska
$825K +$137K +2,275 +20%
HTC
156
Haverford Trust Company
Pennsylvania
$817K +$10.9K +190 +1%
FLA
157
Financial Life Advisors
Texas
$810K -$3.28M -57,330 -80%
KP
158
Keel Point
Alabama
$801K +$572 +10 +0.1%
DLCIG
159
D.L. Carlson Investment Group
New Hampshire
$777K -$100K -1,650 -11%
SMC
160
Smith, Moore & Co
Missouri
$774K +$286 +5 +0%
SCA
161
Snowden Capital Advisors
New York
$771K +$123K +2,155 +19%
WS
162
Wedbush Securities
California
$750K -$960K -16,775 -56%
AI
163
Arrien Investments
Idaho
$742K -$105K -1,840 -12%
MCCA
164
Mill Creek Capital Advisors
Pennsylvania
$741K – – –
KA
165
Kovack Advisors
Florida
$739K -$14.3K -250 -2%
CBA
166
Coastal Bridge Advisors
Connecticut
$718K – – –
SRWM
167
Shira Ridge Wealth Management
California
$717K +$4.87K +85 +0.7%
RWA
168
Redhawk Wealth Advisors
Minnesota
$715K +$715K +12,485 New
BPA
169
Beacon Pointe Advisors
California
$712K -$286 -5 -0%
SI
170
Stephens Inc
Arkansas
$702K +$3.44K +60 +0.5%
HWA
171
Heritage Wealth Advisors
Virginia
$698K +$109K +1,900 +18%
HA
172
HFG Advisors
Ohio
$691K -$108K -1,895 -14%
CAM
173
Cozad Asset Management
Illinois
$681K +$572 +10 +0.1%
AIA
174
Armor Investment Advisors
North Carolina
$656K – – –
AF
175
Apexium Financial
Texas
$655K – – –
5 6
7
8 9