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iShares US Healthcare ETF
IYH

Overview Fund Activity

470 hedge funds and large institutions have $1.44B invested in iShares US Healthcare ETF in 2023 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 147 increasing their positions, 144 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
Holders Change
-14
Holders Change %
-2.89%
% of All Funds
7.52%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
45
Increased
147
Reduced
144
Closed
46
Calls
$1.48M
Puts
$680K
Net Calls
+$795K
Net Calls Change
-$908K

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$29.9M
2
Citadel Advisors
Citadel Advisors
Florida
$8.95M
3
CCM
Consolidated Capital Management
California
$11.8M
4
PCH
PGIM Custom Harvest
New Jersey
$20.5M
5
OIA
OneDigital Investment Advisors
Kansas
$10.6M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$81M
2
MFS
Mirabella Financial Services
United Kingdom
$0
3
B
Barings
North Carolina
$0
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$62.5M
5
Osaic Holdings
Osaic Holdings
Arizona
$34.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
176
D.A. Davidson & Co
Montana
$742K +$2.18K +40 +0.3%
SMC
177
Smith, Moore & Co
Missouri
$738K +$27.3K +500 +4%
WC
178
Waterloo Capital
Texas
$728K +$728K +13,325 New
SRWM
179
Shira Ridge Wealth Management
California
$713K -$27K -495 -4%
AIM
180
Acropolis Investment Management
Missouri
$712K -$45.1K -825 -6%
Carson Wealth (CWM LLC)
181
Carson Wealth (CWM LLC)
Nebraska
$703K +$58.7K +1,075 +9%
GVAG
182
Great Valley Advisor Group
Delaware
$698K +$1.91K +35 +0.3%
AIA
183
Armor Investment Advisors
North Carolina
$697K – – –
BPA
184
Beacon Pointe Advisors
California
$686K +$277K +5,075 +68%
AF
185
Apexium Financial
Texas
$685K -$34.7K -635 -5%
CBA
186
Coastal Bridge Advisors
Connecticut
$685K – – –
KFS
187
Kelly Financial Services
Massachusetts
$668K +$4.1K +75 +0.6%
CFGS
188
Concourse Financial Group Securities
Alabama
$664K -$118K -2,155 -15%
CAM
189
Cozad Asset Management
Illinois
$649K +$3.55K +65 +0.5%
SWP
190
Stratos Wealth Partners
Ohio
$645K -$85.2K -1,560 -12%
NRI
191
NFP Retirement Inc
California
$645K – – –
AI
192
Arrien Investments
Idaho
$639K +$639K +11,705 New
CWM
193
Cornerstone Wealth Management
Missouri
$625K +$625K +11,445 New
AAS
194
Ameritas Advisory Services
Nebraska
$624K -$481K -8,770 -44%
AWA
195
Arkadios Wealth Advisors
Georgia
$623K +$819 +15 +0.1%
GWM
196
Gray Wealth Management
Maine
$623K +$273 +5 +0%
William Blair & Company
197
William Blair & Company
Illinois
$617K -$43.4K -795 -7%
SS
198
Sunbelt Securities
Texas
$615K +$7.55K +140 +1%
ATPW
199
Ashton Thomas Private Wealth
Arizona
$613K +$46.4K +850 +8%
USCWA
200
U.S. Capital Wealth Advisors
Texas
$610K +$22.1K +405 +4%
6 7
8
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