IYH icon

iShares US Healthcare ETF
IYH

Overview Fund Activity

470 hedge funds and large institutions have $1.55B invested in iShares US Healthcare ETF in 2023 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 125 increasing their positions, 149 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
Holders Change
+1
Holders Change %
+0.21%
% of All Funds
7.49%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
42
Increased
125
Reduced
149
Closed
36
Calls
$3.03M
Puts
$2M
Net Calls
+$1.03M
Net Calls Change
-$2.03M

Top Buyers

1
GBWM
Granite Bay Wealth Management
New Hampshire
$102M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$59.7M
3
BA
Bellwether Advisors
Nebraska
$25.7M
4
Citadel Advisors
Citadel Advisors
Florida
$10.7M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$28M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
2
Morgan Stanley
Morgan Stanley
New York
$130M
3
LPL Financial
LPL Financial
California
$106M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$59.9M
5
Ameriprise
Ameriprise
Minnesota
$19.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
201
Mutual Advisors
Nebraska
$598K +$540 +10 +0.1%
WC
202
Waterloo Capital
Texas
$597K -$270 -5 -0%
TC
203
Telemus Capital
Michigan
$594K +$16.2K +300 +3%
AA
204
Ancora Advisors
Ohio
$588K – – –
TP
205
Tranquility Partners
Tennessee
$571K +$1.89K +35 +0.3%
WB
206
WesBanco Bank
West Virginia
$566K – – –
Bank of New York Mellon
207
Bank of New York Mellon
New York
$564K +$140K +2,585 +33%
MC
208
Moors & Cabot
Massachusetts
$562K -$13.5K -250 -2%
CW
209
CIC Wealth
Maryland
$560K +$56.4K +1,045 +11%
HWA
210
Heritage Wealth Advisors
Virginia
$556K – – –
BFAG
211
Blackston Financial Advisory Group
Florida
$554K +$29.7K +550 +6%
CWP
212
CFM Wealth Partners
Texas
$543K – – –
MA
213
Montag & Associates
Georgia
$542K – – –
AIC
214
Archer Investment Corporation
Indiana
$542K – – –
GCP
215
GSA Capital Partners
United Kingdom
$539K -$561K -10,395 -51%
NP
216
NorthRock Partners
Minnesota
$537K +$2.43K +45 +0.5%
WF
217
Williams Financial
Vermont
$529K +$28.4K +525 +6%
GFL
218
Granite FO LLC
New Hampshire
$528K – – –
GPA
219
Guidance Point Advisors
Massachusetts
$523K -$15.9K -295 -3%
KWM
220
Keebeck Wealth Management
Illinois
$523K -$721K -13,225 -58%
WANY
221
Wealthspire Advisors (New York)
New York
$520K +$161K +2,985 +45%
RRA
222
Round Rock Advisors
Connecticut
$519K -$9.45K -175 -2%
GWM
223
Geneos Wealth Management
Colorado
$519K +$84K +1,555 +19%
BCI
224
Brinker Capital Investments
Pennsylvania
$518K -$21.1K -390 -4%
OPS
225
Orion Portfolio Solutions
Nebraska
$518K -$21.1K -390 -4%
7 8
9
10 11