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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 %
CIC
201
Carnegie Investment Counsel
Ohio
$607K – – –
AA
202
Ancora Advisors
Ohio
$594K -$13.4K -245 -2%
TC
203
Telemus Capital
Michigan
$593K – – –
BRWA
204
B. Riley Wealth Advisors
Florida
$590K +$10.1K +185 +2%
MC
205
Moors & Cabot
Massachusetts
$582K -$35.2K -645 -6%
CAM
206
Cresset Asset Management
Illinois
$580K +$226K +4,145 +64%
TP
207
Tranquility Partners
Tennessee
$576K +$1.91K +35 +0.3%
WB
208
WesBanco Bank
West Virginia
$574K -$7.65K -140 -1%
HWA
209
Heritage Wealth Advisors
Virginia
$563K -$155K -2,840 -22%
LWM
210
Laidlaw Wealth Management
New York
$557K -$285K -5,220 -34%
OAP
211
One Advisory Partners
Kansas
$552K +$175K +3,200 +46%
CWP
212
CFM Wealth Partners
Texas
$549K – – –
GFL
213
Granite FO LLC
New Hampshire
$549K +$349K +6,210 +174%
BFAG
214
Blackston Financial Advisory Group
Florida
$547K -$74.8K -1,370 -12%
MA
215
Montag & Associates
Georgia
$546K -$46.4K -850 -8%
Renaissance Technologies
216
Renaissance Technologies
New York
$546K -$27.3K -500 -5%
SC
217
Savant Capital
Illinois
$546K +$26.5K +485 +5%
HFA
218
High Falls Advisors
New York
$545K +$4.91K +90 +0.9%
GPA
219
Guidance Point Advisors
Massachusetts
$544K +$28.7K +525 +6%
VWA
220
Visionary Wealth Advisors
Illinois
$541K +$1.09K +20 +0.2%
MA
221
Mutual Advisors
Nebraska
$539K -$75.4K -1,380 -12%
FWCM
222
Ferguson Wellman Capital Management
Oregon
$537K -$2.18K -40 -0.4%
RRA
223
Round Rock Advisors
Connecticut
$534K -$10.4K -190 -2%
AIC
224
Archer Investment Corporation
Indiana
$533K -$4.1K -75 -0.8%
TRCT
225
Tower Research Capital (TRC)
New York
$525K +$31.4K +575 +6%
7 8
9
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