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iShares US Healthcare ETF
IYH

Overview Fund Activity

498 hedge funds and large institutions have $1.59B invested in iShares US Healthcare ETF in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 126 increasing their positions, 156 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
-9
Holders Change %
-1.78%
% of All Funds
6.63%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
59
Increased
126
Reduced
156
Closed
57
Calls
$309K
Puts
$17K
Net Calls
+$292K
Net Calls Change
-$1.38M

Top Buyers

1
Two Sigma Investments
Two Sigma Investments
New York
$16.8M
2
JSSH
J. Safra Sarasin Holding
$9.68M
3
Bank of America
Bank of America
North Carolina
$111M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$75.4M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$68.8M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$234M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$5.44M
3
BA
Bellwether Advisors
Nebraska
$786K
4
Fidelity International
Fidelity International
Bermuda
$0
5
UBS Group
UBS Group
Switzerland
$79.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
OFG
201
Oxford Financial Group
Indiana
$586K – – –
PIMG
202
Patriot Investment Management Group
Tennessee
$583K -$760K -13,049 -57%
MA
203
Montag & Associates
Georgia
$583K – – –
Qube Research & Technologies (QRT)
204
Qube Research & Technologies (QRT)
United Kingdom
$580K -$694K -11,910 -54%
BFAG
205
Blackston Financial Advisory Group
Florida
$577K -$207K -3,548 -26%
TP
206
Tranquility Partners
Tennessee
$569K – – –
GFL
207
Granite FO LLC
New Hampshire
$569K – – –
CIBC Private Wealth Group
208
CIBC Private Wealth Group
Georgia
$564K +$40.3K +678 +8%
EWA
209
EP Wealth Advisors
California
$564K -$35.3K -605 -6%
SF
210
Summit Financial
New Jersey
$554K -$155K -2,659 -22%
GWM
211
Gray Wealth Management
Maine
$553K +$175 +3 +0%
CBA
212
Coastal Bridge Advisors
Connecticut
$549K – – –
P
213
&Partners
Tennessee
$548K +$90.7K +1,540 +20%
SFS
214
Symphony Financial Services
Ohio
$540K +$2.91K +50 +0.5%
AQR Capital Management
215
AQR Capital Management
Connecticut
$537K +$537K +9,214 New
Mercer Global Advisors
216
Mercer Global Advisors
Colorado
$537K -$358K -6,142 -40%
PS
217
Principal Securities
Iowa
$536K -$49.2K -845 -8%
HNB
218
Huntington National Bank
Ohio
$533K -$614K – –
CVA
219
Central Valley Advisors
California
$531K – – –
DLCIG
220
D.L. Carlson Investment Group
New Hampshire
$531K -$40.9K -702 -7%
CAMG
221
CWA Asset Management Group
Florida
$526K -$4.66K -80 -0.9%
AIA
222
Armor Investment Advisors
North Carolina
$523K – – –
PCG
223
Prosperity Consulting Group
Maryland
$518K -$54.4K -933 -9%
RWP
224
RWA Wealth Partners
Massachusetts
$516K +$1.11K +19 +0.2%
DWP
225
Daymark Wealth Partners
Ohio
$512K -$42.1K -722 -8%
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