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iShares US Healthcare ETF
IYH

Overview Fund Activity

373 hedge funds and large institutions have $1.01B invested in iShares US Healthcare ETF in 2020 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 111 increasing their positions, 80 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
373
Holders Change
+44
Holders Change %
+13.37%
% of All Funds
6.62%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.11%
New
67
Increased
111
Reduced
80
Closed
18
Calls
$708K
Puts
$443K
Net Calls
+$265K
Net Calls Change
-$466K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$17.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$89.1M
3
Citadel Advisors
3
Citadel Advisors
Florida
$11.2M
4
PFS
4
Prospera Financial Services
Texas
$4.05M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$16.8M

Top Sellers

1
HF
1
HRT Financial
New York
$0
2
BlackRock
2
BlackRock
New York
$21.5M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$39.7M
5
OWA
5
Outlook Wealth Advisors
Texas
$244K
Name Holding Trade Value Shares
Change 		Shares
Change %
TNB
201
Thomasville National Bank
Georgia
$338K – – –
UCMOK
202
United Capital Management of KS
Kansas
$324K -$64K -1,300 -16%
22CM
203
20/20 Capital Management
California
$319K – – –
PHAM
204
Palisades Hudson Asset Management
Florida
$317K -$48.2K -980 -13%
IWM
205
IHT Wealth Management
Illinois
$314K +$246 +5 +0.1%
MFGM
206
Marshall Financial Group (Maryland)
Maryland
$314K +$314K +6,385 New
FCI
207
Financial Counselors Inc
Kansas
$299K – – –
LPIC
208
LeJeune Puetz Investment Counsel
Michigan
$298K – – –
WEPOG
209
Wealth Enhancement & Preservation of GA
Georgia
$297K -$269K -5,465 -47%
CAGAS
210
Capital Advisory Group Advisory Services
Minnesota
$296K -$17.5K -355 -6%
SSB
211
Sandy Spring Bank
Maryland
$290K -$3.7K -75 -1%
EIA
212
Eldridge Investment Advisors
New Hampshire
$290K – – –
WCG
213
Weaver Consulting Group
California
$289K -$28.5K -580 -9%
BP
214
BBR Partners
New York
$289K – – –
BPB
215
Badgley, Phelps & Bell
Washington
$289K – – –
CRC
216
Curi RMB Capital
Illinois
$289K +$19.2K +390 +7%
Koshinski Asset Management
217
Koshinski Asset Management
Illinois
$288K +$43.8K +890 +18%
PP
218
Patten & Patten
Tennessee
$284K – – –
NCM
219
Narwhal Capital Management
Georgia
$283K – – –
IWC
220
Integrated Wealth Concepts
Massachusetts
$280K +$20.2K +410 +8%
WANY
221
Wealthspire Advisors (New York)
New York
$276K +$276K +5,605 New
EBT
222
Enterprise Bank & Trust
Massachusetts
$275K – – –
UFA
223
US Financial Advisors
Massachusetts
$275K +$275K +5,580 New
CAM
224
Cozad Asset Management
Illinois
$274K – – –
DY
225
Dowling & Yahnke
California
$272K +$9.85K +200 +4%
7 8
9
10 11