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iShares US Healthcare ETF
IYH

Overview Fund Activity

477 hedge funds and large institutions have $1.67B invested in iShares US Healthcare ETF in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 143 increasing their positions, 155 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
477
Holders Change
+3
Holders Change %
+0.63%
% of All Funds
6.91%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
48
Increased
143
Reduced
155
Closed
37
Calls
$3.18M
Puts
$297K
Net Calls
+$2.88M
Net Calls Change
+$2.25M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$124M
2
Fidelity International
Fidelity International
Bermuda
+$43.5M
3
LPL Financial
LPL Financial
California
+$10.6M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$7.98M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$7.42M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$193M
2
GBWM
Granite Bay Wealth Management
New Hampshire
-$35.9M
3
SFG
Sowa Financial Group
Rhode Island
-$35.2M
4
Goldman Sachs
Goldman Sachs
New York
-$26.1M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$11.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWA
201
Kellett Wealth Advisors
Ohio
$623K +$20.4K +329 +3%
CWP
202
CFM Wealth Partners
Texas
$623K – – –
AIC
203
Archer Investment Corporation
Indiana
$621K – – –
MA
204
Mutual Advisors
Nebraska
$619K -$77.8K -1,257 -11%
MA
205
Montag & Associates
Georgia
$619K – – –
AIA
206
Armor Investment Advisors
North Carolina
$618K -$91K -1,470 -13%
CWA
207
Cascade Wealth Advisors
Washington
$618K +$618K +10,580 New
CW
208
CreativeOne Wealth
Kansas
$614K +$356K +5,752 +138%
CIBC Private Wealth Group
209
CIBC Private Wealth Group
Georgia
$602K +$20.9K +341 +4%
GWM
210
Gray Wealth Management
Maine
$587K -$110K -1,779 -16%
CI
211
CX Institutional
Indiana
$580K +$580K +9,370 New
RJT
212
Raymond James Trust
Florida
$576K +$19.2K +310 +3%
CAMG
213
CWA Asset Management Group
Florida
$568K -$5.21M -84,207 -90%
MCCA
214
Mill Creek Capital Advisors
Pennsylvania
$568K -$233K -3,765 -29%
Kovitz Investment Group Partners
215
Kovitz Investment Group Partners
Illinois
$551K +$551K +8,900 New
SWP
216
Stratos Wealth Partners
Ohio
$547K +$50.8K +820 +10%
GWM
217
Geneos Wealth Management
Colorado
$537K -$20.7K -334 -4%
RRA
218
Round Rock Advisors
Connecticut
$536K +$62 +1 +0%
FWCM
219
Ferguson Wellman Capital Management
Oregon
$535K -$3.1K -50 -0.6%
CWM
220
Cornerstone Wealth Management
Missouri
$532K -$1.92K -31 -0.4%
VWA
221
Visionary Wealth Advisors
Illinois
$529K – – –
MAG
222
MRA Advisory Group
New Jersey
$521K -$37.8K -610 -7%
TNB
223
Thomasville National Bank
Georgia
$517K – – –
HNB
224
Huntington National Bank
Ohio
$502K -$451K – –
DWP
225
Daymark Wealth Partners
Ohio
$500K – – –
7 8
9
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