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iShares US Healthcare ETF

469 hedge funds and large institutions have $1.49B invested in iShares US Healthcare ETF in 2023 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 148 increasing their positions, 141 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
469
Holders Change
-1
Holders Change %
-0.21%
% of All Funds
7.4%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
42
Increased
148
Reduced
141
Closed
38
Calls
$3.67M
Puts
$617K
Net Calls
+$3.05M
Net Calls Change
+$2.26M
Name Holding Trade Value Shares
Change
Shares
Change %
TP
201
Tranquility Partners
Tennessee
$591K
WB
202
WesBanco Bank
West Virginia
$587K -$1.96K -35 -0.3%
SS
203
Sunbelt Securities
Texas
$586K -$53.8K -960 -8%
OAP
204
One Advisory Partners
Kansas
$582K +$15.1K +270 +3%
HWA
205
Heritage Wealth Advisors
Virginia
$577K
PCIA
206
Prime Capital Investment Advisors
Kansas
$577K +$577K +10,300 New
CWP
207
CFM Wealth Partners
Texas
$564K
AIC
208
Archer Investment Corporation
Indiana
$562K +$15.4K +275 +3%
MA
209
Montag & Associates
Georgia
$561K
BCI
210
Brinker Capital Investments
Pennsylvania
$560K +$87.5K +1,560 +19%
OPS
211
Orion Portfolio Solutions
Nebraska
$560K +$87.5K +1,560 +19%
GPA
212
Guidance Point Advisors
Massachusetts
$559K +$1.68K +30 +0.3%
HFA
213
High Falls Advisors
New York
$559K -$280 -5 -0.1%
NP
214
NorthRock Partners
Minnesota
$555K -$373K -6,660 -40%
RJT
215
Raymond James Trust
Florida
$552K +$88.2K +1,575 +19%
EWA
216
EP Wealth Advisors
California
$552K +$341K +40,415 +163%
RRA
217
Round Rock Advisors
Connecticut
$548K +$280 +5 +0.1%
GFL
218
Granite FO LLC
New Hampshire
$548K
BFAG
219
Blackston Financial Advisory Group
Florida
$544K -$17.7K -315 -3%
CW
220
CIC Wealth
Maryland
$523K +$16.5K +295 +3%
SWP
221
Stratos Wealth Partners
Ohio
$520K -$142K -2,535 -21%
WF
222
Williams Financial
Vermont
$519K -$16.5K -295 -3%
SC
223
Savant Capital
Illinois
$518K -$41.8K -745 -7%
LWM
224
Laidlaw Wealth Management
New York
$507K -$65.6K -1,170 -11%
WAL
225
W Advisors LLC
Tennessee
$498K -$1.68K -30 -0.3%