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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
HAG
176
HighPoint Advisor Group
Illinois
$689K -$30.6K -474 -4%
CSP
177
Cary Street Partners
Virginia
$688K +$155K +2,400 +27%
AWA
178
Asempa Wealth Advisors
Louisiana
$686K -$98.9K -1,531 -12%
GVAG
179
Great Valley Advisor Group
Delaware
$683K +$279K +4,315 +64%
DADC
180
D.A. Davidson & Co
Montana
$674K +$328K +5,082 +87%
AWM
181
Apollon Wealth Management
South Carolina
$661K -$184K -2,853 -21%
Carson Wealth (CWM LLC)
182
Carson Wealth (CWM LLC)
Nebraska
$657K -$388K -6,000 -36%
HNB
183
Huntington National Bank
Ohio
$651K
CBU
184
CIBC Bancorp USA
Illinois
$646K +$677K +10,477 New
VA
185
Valor Advisors
Florida
$643K
IAA
186
Independent Advisor Alliance
North Carolina
$641K +$411K +6,367 +158%
WB
187
WesBanco Bank
West Virginia
$640K
WC
188
Waterloo Capital
Texas
$640K +$2K +31 +0.3%
AWM
189
Avior Wealth Management
Nebraska
$628K +$658K +10,190 New
PCIA
190
Prime Capital Investment Advisors
Kansas
$622K +$33.1K +512 +5%
OC
191
Oppenheimer & Co
New York
$621K -$2.07K -32 -0.3%
S
192
Sachetta
Massachusetts
$621K +$1.61K +25 +0.2%
CWP
193
CFM Wealth Partners
Texas
$620K
OFG
194
Oxford Financial Group
Indiana
$620K
MA
195
Montag & Associates
Georgia
$616K
SWP
196
Stratos Wealth Partners
Ohio
$614K -$452 -7 -0.1%
ASBI
197
American State Bank (Iowa)
Iowa
$611K
GWM
198
Geneos Wealth Management
Colorado
$601K -$36.3K -562 -5%
SI
199
Stephens Inc
Arkansas
$595K +$79.9K +1,236 +15%
CIC
200
Carnegie Investment Counsel
Ohio
$590K -$25.2K -390 -4%