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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 %
BRWA
176
B. Riley Wealth Advisors
Florida
$645K -$24.6K -430 -4%
MA
177
Mutual Advisors
Nebraska
$644K +$10.6K +185 +2%
GWM
178
Gray Wealth Management
Maine
$644K +$1.15K +20 +0.2%
GVAG
179
Great Valley Advisor Group
Delaware
$644K -$66.1K -1,155 -9%
AIM
180
Acropolis Investment Management
Missouri
$636K – – –
CIC
181
Carnegie Investment Counsel
Ohio
$635K -$2K -35 -0.3%
USCWA
182
U.S. Capital Wealth Advisors
Texas
$632K -$61K -1,065 -9%
SCM
183
Sage Capital Management
New Jersey
$632K +$632K +11,040 New
LWM
184
Laidlaw Wealth Management
New York
$627K +$152K +2,650 +32%
WC
185
Waterloo Capital
Texas
$626K -$6.87K -120 -1%
AWA
186
Arkadios Wealth Advisors
Georgia
$618K -$22.9K -400 -4%
William Blair & Company
187
William Blair & Company
Illinois
$616K -$42.1K -735 -6%
GRP
188
Global Retirement Partners
California
$610K -$161K -2,750 -21%
SS
189
Sunbelt Securities
Texas
$608K -$187K -3,265 -24%
CW
190
CIC Wealth
Maryland
$607K +$13.2K +230 +2%
TP
191
Tranquility Partners
Tennessee
$604K -$2K -35 -0.3%
RWP
192
RWA Wealth Partners
Massachusetts
$603K +$277K +4,830 +85%
WB
193
WesBanco Bank
West Virginia
$599K – – –
MC
194
Moors & Cabot
Massachusetts
$595K -$1.15K -20 -0.2%
AA
195
Ancora Advisors
Ohio
$591K -$32.6K -570 -5%
Comerica Bank
196
Comerica Bank
Texas
$590K -$580K -10,125 -50%
NRI
197
NFP Retirement Inc
California
$583K -$93K -1,625 -14%
CWP
198
CFM Wealth Partners
Texas
$576K – – –
AIC
199
Archer Investment Corporation
Indiana
$574K – – –
WF
200
Williams Financial
Vermont
$574K +$13.5K +235 +2%
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8
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