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iShares US Healthcare ETF
IYH

Overview Fund Activity

240 hedge funds and large institutions have $755M invested in iShares US Healthcare ETF in 2018 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 70 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
-7
Holders Change %
-2.83%
% of All Funds
5.5%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
54
Reduced
70
Closed
25
Calls
$6.08M
Puts
$1.41M
Net Calls
+$4.67M
Net Calls Change
-$768K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$16M
2
CS
2
Credit Suisse
Switzerland
$7.89M
3
Bank of America
3
Bank of America
North Carolina
$107M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$21.7M
5
UBS Group
5
UBS Group
Switzerland
$40.8M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$989K
2
RAM
2
Riggs Asset Management
Pennsylvania
$0
3
SG Americas Securities
3
SG Americas Securities
New York
$409K
4
UCFA
4
United Capital Financial Advisors
Texas
$16.8M
5
GC
5
Grimes & Company
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
226
Capital Analysts LLC
Pennsylvania
$10K – – –
MWM
227
MinichMacGregor Wealth Management
New York
$10K – – –
HFM
228
Hartford Financial Management
Connecticut
$9K – – –
ADL
229
Asset Dedication LLC
California
$9K – – –
AIM
230
Anchor Investment Management
South Carolina
$8.55K – – –
AWM
231
Avior Wealth Management
Nebraska
$8K – – –
Carson Wealth (CWM LLC)
232
Carson Wealth (CWM LLC)
Nebraska
$8K – – –
WEC
233
Winslow Evans & Crocker
Massachusetts
$8K – – –
TFS
234
TrustCore Financial Services
Tennessee
$8K – – –
KJWM
235
Kiley Juergens Wealth Management
Washington
$8K +$8K +250 New
AIS
236
Accurate Investment Solutions
Pennsylvania
$5K – – –
YWP
237
YorkBridge Wealth Partners
New York
$3K – – –
MCM
238
Mainstay Capital Management
Michigan
$3K +$3K +95 New
RWG
239
Regal Wealth Group
California
$2K – – –
TFA
240
Transamerica Financial Advisors
Florida
$1K -$2K -10 -67%
Fifth Third Bancorp
241
Fifth Third Bancorp
Ohio
$1K – – –
FRA
242
Front Row Advisors
California
$134 – – –
RAM
243
Riggs Asset Management
Pennsylvania
– -$6.92M -200,485 Closed
GC
244
Grimes & Company
Massachusetts
– -$4.11M -119,170 Closed
Goldman Sachs
245
Goldman Sachs
New York
– -$2.53M -73,195 Closed
PAG
246
Private Advisory Group
Washington
– -$2.05M -59,380 Closed
HPWM
247
Highland Private Wealth Management
Washington
– -$2.05M -59,380 Closed
TAMH
248
Taikang Asset Management (HK)
Hong Kong
– -$1.54M -44,605 Closed
VNIM
249
Vaughan Nelson Investment Management
Texas
– -$1.08M -31,375 Closed
BJL
250
Brighton Jones LLC
Washington
– -$516K -14,935 Closed
7 8 9
10
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