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iShares U.S. Healthcare ETF (IYH) Institutional Ownership

iShares U.S. Healthcare ETF logo
$57.82 -1.75 (-2.93%)
As of 10:37 AM Eastern
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Institutional Ownership Changes (13F Filings) for iShares U.S. Healthcare ETF (NYSEARCA:IYH)

Number of
Institutional Buyers
(last 12 months)
331
Total
Institutional Inflows
(last 12 months)
$542.54M
Number of
Institutional Sellers
(last 12 months)
173
Total
Institutional Outflows
(last 12 months)
$138.32M
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IYH Institutional Buying and Selling by Quarter

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iShares U.S. Healthcare ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/3/2025First Citizens Financial Corp108,804$6.63M3.7%-1.0%0.207%
3/19/2025Northeast Planning Associates INC. NH6,510$379K0.4%N/A0.012%
3/17/2025Wealth Enhancement Advisory Services LLC166,334$9.69M0.0%+36.1%0.317%
3/11/2025Lighthouse Financial LLC55,011$3.21M2.6%N/A0.105%
3/6/2025TFR Capital LLC.5,565$324K0.2%N/A0.011%
3/4/2025Audent Global Asset Management LLC90,306$5.26M3.4%+236.3%0.175%
2/28/2025Park Square Financial Group LLC500$29K0.0%N/A0.001%
2/24/2025Ameriflex Group Inc.5,386$334K0.2%N/A0.010%
2/19/2025WCG Wealth Advisors LLC13,720$799K0.1%-6.2%0.027%
2/18/2025Sunbelt Securities Inc.14,777$860K0.1%-5.6%0.027%
2/18/2025Focus Partners Advisor Solutions LLC4,096$239K0.0%-27.8%0.007%
2/17/2025Visionary Wealth Advisors6,208$362K0.0%-15.1%0.011%
2/17/2025Vivaldi Capital Management LP26,474$1.65M0.3%+25.4%0.048%
2/17/2025Two Sigma Investments LP288,087$16.79M0.0%+392.5%0.518%
2/17/2025Royal Bank of Canada1,180,757$68.80M0.0%+10.2%2.124%
2/17/2025Redwood Financial Network Corp4,009$234K0.2%N/A0.007%
2/17/2025Quantinno Capital Management LP12,243$713K0.0%+6.6%0.022%
2/17/2025NorthRock Partners LLC20,585$1.20M0.0%+126.6%0.037%
2/17/2025Focus Partners Wealth7,333$427K0.0%+13.2%0.013%
2/17/2025D. E. Shaw & Co. Inc.34,827$2.03M0.0%+620.9%0.063%
2/17/2025Eagle Global Advisors LLC37,000$2.16M0.1%N/A0.067%
2/17/2025EP Wealth Advisors LLC9,676$564K0.0%-5.9%0.017%
2/17/2025EHP Funds Inc.32,000$1.87M1.7%N/A0.058%
2/17/2025CoreCap Advisors LLC4,071$237K0.0%-5.9%0.007%
2/17/2025Cresset Asset Management LLC13,565$790K0.0%-23.6%0.024%
2/17/2025Cubist Systematic Strategies LLC6,640$387K0.0%N/A0.012%
2/17/2025Cetera Investment Advisers153,612$8.95M0.0%+2.4%0.276%
2/17/2025Captrust Financial Advisors26,339$1.54M0.0%-0.7%0.047%
2/17/2025Citadel Advisors LLC18,673$1.09M0.0%-14.5%0.034%
2/17/2025Cary Street Partners Financial LLC6,224$363K0.0%N/A0.011%
2/17/2025Baird Financial Group Inc.27,210$1.59M0.0%-5.3%0.049%
2/17/2025BNP Paribas Financial Markets1,178$69K0.0%-23.6%0.002%
2/17/2025Ameriprise Financial Inc.321,195$18.77M0.0%-11.1%0.578%
2/14/2025Mercer Global Advisors Inc. ADV9,209$537K0.0%-40.0%0.017%
2/14/2025Keel Point LLC4,147$242K0.0%-36.3%0.007%
2/14/2025Comerica Bank11,042$643K0.0%+8.6%0.020%
2/14/2025Perbak Capital Partners LLP57,778$3.37M1.8%-62.2%0.104%
2/14/2025Lido Advisors LLC33,019$1.92M0.0%-8.3%0.059%
2/14/2025Northern Trust Corp23,179$1.35M0.0%-1.2%0.042%
2/14/2025Bellwether Advisors LLC13,486$786K0.1%-95.1%0.024%
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2/14/2025Marshall & Sterling Wealth Advisors Inc.559$33K0.0%N/A0.001%
2/14/2025Mendel Capital Management LLC3,497$204K0.1%-9.1%0.006%
2/14/2025Gerber Kawasaki Wealth & Investment Management3,653$213K0.0%N/A0.007%
2/14/2025Prosperity Consulting Group LLC8,895$518K0.0%-9.5%0.016%
2/14/2025Integrated Wealth Concepts LLC16,400$956K0.0%-62.6%0.029%
2/14/2025MGO One Seven LLC27,454$1.60M0.1%+9.8%0.049%
2/14/2025J. Safra Sarasin Holding AG166,180$9.68M0.2%N/A0.299%
2/14/2025Stifel Financial Corp63,457$3.70M0.0%-4.5%0.114%
2/14/2025OneDigital Investment Advisors LLC173,759$10.13M0.1%-11.1%0.313%
2/14/2025TD Waterhouse Canada Inc.23,950$1.40M0.0%+3.5%0.043%
2/14/2025MML Investors Services LLC87,994$5.13M0.0%+3.3%0.158%
2/14/2025Curi RMB Capital LLC6,721$392K0.0%N/A0.012%
2/14/2025Concourse Financial Group Securities Inc.7,400$446K0.0%-4.3%0.013%
2/13/2025NewEdge Advisors LLC24,115$1.41M0.0%+16.0%0.043%
2/13/2025Regal Investment Advisors LLC14,012$816K0.1%-25.2%0.025%
2/13/2025United Capital Financial Advisors LLC112,014$6.53M0.1%-1.4%0.201%
2/13/2025CreativeOne Wealth LLC10,439$608K0.0%+6.9%0.019%
2/13/2025Mariner LLC52,663$3.07M0.0%-15.2%0.095%
2/13/2025Rockefeller Capital Management L.P.71,020$4.14M0.0%+15.2%0.128%
2/13/2025Glass Jacobson Investment Advisors llc18,472$1.08M0.4%+7.7%0.033%
2/13/2025Scotia Capital Inc.19,647$1.15M0.0%+1.1%0.035%
2/13/2025Raymond James Financial Inc.732,389$42.68M0.0%N/A1.317%
2/13/2025Advisory Services Network LLC70,934$4.13M0.1%+28.2%0.128%
2/13/2025Bank of Montreal Can93,376$5.44M0.0%-78.0%0.168%
2/13/2025Cerity Partners LLC11,462$668K0.0%+175.1%0.021%
2/13/2025Peapack Gladstone Financial Corp131,937$7.69M0.1%-3.0%0.237%
2/13/2025Envestnet Asset Management Inc.123,925$7.22M0.0%+1.5%0.223%
2/13/2025Wedbush Securities Inc.7,687$448K0.0%-34.6%0.014%
2/13/2025Wells Fargo & Company MN998,040$58.16M0.0%0.0%1.795%
2/13/2025Smith Moore & CO.14,109$822K0.1%+6.2%0.025%
2/12/2025Climber Capital SA24,808$1.45M1.1%N/A0.045%
2/12/2025Creekmur Asset Management LLC29,150$1.70M0.4%-1.1%0.052%
2/12/2025Huntington National Bank9,152$533K0.0%-3.2%0.016%
2/12/2025Headlands Technologies LLC1,817$106K0.0%+1,717.0%0.003%
2/12/2025Nemes Rush Group LLC10,807$630K0.1%+417.1%0.019%
2/12/2025Summit Financial LLC9,507$554K0.0%-21.9%0.017%
2/12/2025D L Carlson Investment Group Inc.9,110$531K0.1%-7.2%0.016%
2/12/2025O Shaughnessy Asset Management LLC18,661$1.09M0.0%+452.9%0.034%
2/12/2025CIBC Private Wealth Group LLC9,484$564K0.0%+7.7%0.017%
2/12/2025Allianz SE425$25K0.0%N/A0.001%
2/12/2025Allstate Corp19,172$1.12M0.0%N/A0.034%
2/12/2025Blair William & Co. IL10,546$614K0.0%-11.8%0.019%
2/12/2025Moment Partners LLC7,375$430K0.1%N/A0.013%
2/12/2025JPMorgan Chase & Co.230,264$13.42M0.0%+12.9%0.414%
2/12/2025Worth Financial Advisory Group LLC15,447$900K0.6%-6.7%0.028%
2/12/2025Financial Counselors Inc.5,076$296K0.0%-5.6%0.009%
2/12/2025Murphy & Mullick Capital Management Corp509$30K0.0%N/A0.001%
2/11/2025Signature Estate & Investment Advisors LLC12,890$751K0.0%+2.7%0.023%
2/11/2025Congress Wealth Management LLC DE41,725$2.43M0.0%-9.0%0.075%
2/11/2025LPL Financial LLC1,586,777$92.46M0.0%-1.1%2.854%
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2/11/2025Runnymede Capital Advisors Inc.1,680$98K0.1%N/A0.003%
2/10/2025Thrivent Financial for Lutherans134,517$8.23M0.0%-2.3%0.242%
2/10/2025Flagship Wealth Advisors LLC750$44K0.0%N/A0.001%
2/10/2025Arrien Investments Inc.32,047$2.00M1.4%N/A0.058%
2/10/2025Signaturefd LLC1,514$88K0.0%+101.1%0.003%
2/10/2025Creative Financial Designs Inc. ADV3,156$184K0.0%-7.3%0.006%
2/10/2025Glenview Trust co104,940$6.12M0.1%+241.8%0.189%
2/10/2025Eldridge Investment Advisors Inc.6,238$363K0.1%-11.0%0.011%
2/10/2025Harbour Investments Inc.3,286$191K0.0%+13.7%0.006%
2/10/2025Picton Mahoney Asset Management2,600$152K0.0%-50.0%0.005%
(Data available from 1/1/2016 forward)

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IYH Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IYH shares?

During the previous two years, 529 institutional investors and hedge funds held shares of iShares U.S. Healthcare ETF. The most heavily invested institutionals were LPL Financial LLC ($92.46M), UBS Group AG ($87.10M), Northwestern Mutual Wealth Management Co. ($72.91M), Royal Bank of Canada ($68.80M), Wells Fargo & Company MN ($58.16M), Goldman Sachs Group Inc. ($53.19M), and Raymond James Financial Inc. ($42.68M).Learn more on IYH's institutional investors.

Which institutional investors have been buying iShares U.S. Healthcare ETF stock?

Of the 445 institutional investors that purchased iShares U.S. Healthcare ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($1.46M), Bank Julius Baer & Co. Ltd Zurich ($774.92K), International Assets Investment Management LLC ($522.26K), Raymond James Financial Services Advisors Inc. ($433.15K), Commonwealth Equity Services LLC ($416.07K), Osaic Holdings Inc. ($398.90K), and Raymond James & Associates ($381.23K).

How much institutional buying is happening at iShares U.S. Healthcare ETF?

Institutional investors have bought a total of 11,340,203 shares in the last 24 months. This purchase volume represents approximately $678.25M in transactions.

Which iShares U.S. Healthcare ETF major shareholders have been selling company stock?

Of the 285 institutional investors that sold iShares U.S. Healthcare ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bellwether Advisors LLC ($552.45K), Bank of Montreal Can ($331.15K), Northwestern Mutual Wealth Management Co. ($267K), Granite Bay Wealth Management LLC ($232.12K), Raymond James Financial Services Advisors Inc. ($185.27K), Royal Fund Management LLC ($150.29K), and Perbak Capital Partners LLP ($95.14K).

How much institutional selling is happening at iShares U.S. Healthcare ETF?

Institutional investors have sold a total of 3,153,777 shares in the last 24 months. This volume of shares sold represents approximately $186.86M in transactions.



This page (NYSEARCA:IYH) was last updated on 4/4/2025 by MarketBeat.com Staff
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