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iShares US Healthcare ETF
IYH

Overview Fund Activity

474 hedge funds and large institutions have $1.64B invested in iShares US Healthcare ETF in 2023 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 105 increasing their positions, 177 reducing their positions, and 53 closing their positions.

Holders
474
Holders Change
+4
Holders Change %
+0.85%
% of All Funds
6.95%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
64
Increased
105
Reduced
177
Closed
53
Calls
$2.15M
Puts
$1.52M
Net Calls
+$630K
Net Calls Change
-$396K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$368M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$84.8M
3
CW
3
Connectus Wealth
Ohio
$10.7M
4
BA
4
Bellwether Advisors
Nebraska
$35M
5
EWA
5
EP Wealth Advisors
California
$8.23M

Top Sellers

1
GBWM
1
Granite Bay Wealth Management
New Hampshire
$35.9M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$6.96M
3
LPL Financial
3
LPL Financial
California
$77.8M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$11.8M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$368M 1,284,108 +801,058 +166%
Bank of America
2
Bank of America
North Carolina
$109M 381,187 -14,842 -4%
UBS Group
3
UBS Group
Switzerland
$87.1M 304,294 +14,471 +5%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$84.8M 296,128 +75,229 +34%
LPL Financial
5
LPL Financial
California
$77.8M 271,779 -121,381 -31%
Wells Fargo
6
Wells Fargo
California
$61.1M 213,492 -444 -0.2%
Goldman Sachs
7
Goldman Sachs
New York
$53.2M 185,810 +6,073 +3%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$49.1M 171,495 -7,012 -4%
GBWM
9
Granite Bay Wealth Management
New Hampshire
$35.9M 132,133 -232,118 -64%
BA
10
Bellwether Advisors
Nebraska
$35M 122,429 +27,449 +29%
PCH
11
PGIM Custom Harvest
New Jersey
$30.4M 106,212 +3,866 +4%
Osaic Holdings
12
Osaic Holdings
Arizona
$28.8M 100,735 -33,795 -25%
RJA
13
Raymond James & Associates
Florida
$25.7M 89,673 -8,381 -9%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$23M 80,291 -8,481 -10%
OC
15
Oakworth Capital
Alabama
$22.3M 77,735 -1,045 -1%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$19.7M 68,679 -34,835 -34%
HighTower Advisors
17
HighTower Advisors
Illinois
$18.5M 64,769 +2,777 +4%
KAS
18
Kestra Advisory Services
Texas
$17.9M 62,510 +20,738 +50%
Ameriprise
19
Ameriprise
Minnesota
$17.7M 61,997 -9,490 -13%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$11.8M 41,062 -62,247 -60%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
21
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$11.7M 41,000 – –
CCM
22
Consolidated Capital Management
California
$11.6M 40,552 -2,082 -5%
CW
23
Connectus Wealth
Ohio
$10.7M 37,308 +37,308 New
OIA
24
OneDigital Investment Advisors
Kansas
$10.2M 35,714 +1,853 +5%
RFM
25
Royal Fund Management
Florida
$9.37M 32,634 +1,078 +3%
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