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iShares US Healthcare ETF
IYH

Overview Fund Activity

470 hedge funds and large institutions have $1.55B invested in iShares US Healthcare ETF in 2023 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 125 increasing their positions, 149 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
Holders Change
+1
Holders Change %
+0.21%
% of All Funds
7.49%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
42
Increased
125
Reduced
149
Closed
36
Calls
$3.03M
Puts
$2M
Net Calls
+$1.03M
Net Calls Change
-$2.03M

Top Buyers

1
GBWM
Granite Bay Wealth Management
New Hampshire
$102M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$59.7M
3
BA
Bellwether Advisors
Nebraska
$25.7M
4
Citadel Advisors
Citadel Advisors
Florida
$10.7M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$28M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
2
Morgan Stanley
Morgan Stanley
New York
$130M
3
LPL Financial
LPL Financial
California
$106M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$59.9M
5
Ameriprise
Ameriprise
Minnesota
$19.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
176
Tower Research Capital (TRC)
New York
$681K +$292K +5,405 +75%
CBA
177
Coastal Bridge Advisors
Connecticut
$678K – – –
BPA
178
Beacon Pointe Advisors
California
$672K +$275K +5,095 +69%
SRWM
179
Shira Ridge Wealth Management
California
$672K -$5.13K -95 -0.8%
GVAG
180
Great Valley Advisor Group
Delaware
$671K +$1.35K +25 +0.2%
CFGS
181
Concourse Financial Group Securities
Alabama
$668K +$271 +5 +0%
SI
182
Stephens Inc
Arkansas
$659K -$91K -1,685 -12%
KFS
183
Kelly Financial Services
Massachusetts
$656K -$13K -240 -2%
USCWA
184
U.S. Capital Wealth Advisors
Texas
$654K +$24K +445 +4%
CAM
185
Cozad Asset Management
Illinois
$642K – – –
GJIA
186
Glass Jacobson Investment Advisors
Maryland
$640K -$270 -5 -0%
NRI
187
NFP Retirement Inc
California
$638K – – –
BRWA
188
B. Riley Wealth Advisors
Florida
$635K +$12.7K +235 +2%
FWCM
189
Ferguson Wellman Capital Management
Oregon
$634K -$23.5K -435 -4%
AAS
190
Ameritas Advisory Services
Nebraska
$621K +$11.1K +205 +2%
William Blair & Company
191
William Blair & Company
Illinois
$621K -$5.4K -100 -0.9%
AF
192
Apexium Financial
Texas
$621K -$33.9K -625 -5%
AIA
193
Armor Investment Advisors
North Carolina
$619K – – –
VCM
194
Vivaldi Capital Management
Illinois
$616K -$266K -4,920 -30%
SCA
195
Snowden Capital Advisors
New York
$611K -$64.8K -1,200 -10%
GWM
196
Gray Wealth Management
Maine
$607K +$9.45K +175 +2%
AWA
197
Arkadios Wealth Advisors
Georgia
$605K -$16.7K -310 -3%
CIC
198
Carnegie Investment Counsel
Ohio
$601K – – –
AIM
199
Acropolis Investment Management
Missouri
$600K -$37.8K -700 -6%
CWM
200
Cornerstone Wealth Management
Missouri
$598K -$9.45K -175 -2%
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