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iShares US Healthcare ETF
IYH

Overview Fund Activity

498 hedge funds and large institutions have $1.59B invested in iShares US Healthcare ETF in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 126 increasing their positions, 156 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
-9
Holders Change %
-1.78%
% of All Funds
6.63%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
59
Increased
126
Reduced
156
Closed
57
Calls
$309K
Puts
$17K
Net Calls
+$292K
Net Calls Change
-$1.38M

Top Buyers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$16.8M
2
JSSH
2
J. Safra Sarasin Holding
$9.68M
3
Bank of America
3
Bank of America
North Carolina
$111M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$75.4M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$68.8M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$234M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$5.44M
3
BA
3
Bellwether Advisors
Nebraska
$786K
4
Fidelity International
4
Fidelity International
Bermuda
$0
5
UBS Group
5
UBS Group
Switzerland
$79.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cerity Partners
176
Cerity Partners
New York
$668K +$425K +7,296 +175%
AF
177
Apexium Financial
Texas
$664K – – –
AWM
178
Axxcess Wealth Management
California
$663K – – –
SCM
179
Sage Capital Management
New Jersey
$650K +$1.98K +34 +0.3%
AFA
180
American Financial Advisors
Georgia
$649K -$31.1K -534 -5%
PCIA
181
Prime Capital Investment Advisors
Kansas
$646K +$4.84K +83 +0.8%
WC
182
Waterloo Capital
Texas
$645K +$2.21K +38 +0.3%
Comerica Bank
183
Comerica Bank
Texas
$643K +$50.9K +873 +9%
TSWM
184
Tyler-Stone Wealth Management
Ohio
$641K +$1.22K +21 +0.2%
NRG
185
Nemes Rush Group
Michigan
$630K +$508K +8,717 +417%
Kovitz Investment Group Partners
186
Kovitz Investment Group Partners
Illinois
$620K +$8.98K +154 +1%
CIC
187
Carnegie Investment Counsel
Ohio
$619K +$1.63K +28 +0.3%
William Blair & Company
188
William Blair & Company
Illinois
$614K -$82.2K -1,410 -12%
AIM
189
Acropolis Investment Management
Missouri
$612K – – –
CW
190
CreativeOne Wealth
Kansas
$608K +$39.2K +672 +7%
WB
191
WesBanco Bank
West Virginia
$605K – – –
MC
192
Moors & Cabot
Massachusetts
$603K -$3.9K -67 -0.6%
AA
193
Ancora Advisors
Ohio
$601K – – –
MA
194
Mutual Advisors
Nebraska
$600K +$956 +16 +0.2%
HWA
195
Heritage Wealth Advisors
Virginia
$600K – – –
BRWA
196
B. Riley Wealth Advisors
Florida
$600K +$2.33K +40 +0.4%
NRI
197
NFP Retirement Inc
California
$594K – – –
GIA
198
Gladstone Institutional Advisory
Florida
$593K +$95.6K +1,640 +19%
CAM
199
Cozad Asset Management
Illinois
$589K – – –
CWP
200
CFM Wealth Partners
Texas
$586K – – –
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8
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