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iShares US Healthcare ETF
IYH

Overview Fund Activity

289 hedge funds and large institutions have $940M invested in iShares US Healthcare ETF in 2018 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 101 increasing their positions, 66 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
+19
Holders Change %
+7.04%
% of All Funds
6.45%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
57
Increased
101
Reduced
66
Closed
35
Calls
$4.47M
Puts
$777K
Net Calls
+$3.69M
Net Calls Change
+$4.5M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$62.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$50.4M
3
Goldman Sachs
Goldman Sachs
New York
$16.3M
4
Wells Fargo
Wells Fargo
California
$55.9M
5
GC
Grimes & Company
Massachusetts
$12.2M

Top Sellers

1
TAF
Tredje AP-fonden
Sweden
$75.8M
2
CWM
Cornerstone Wealth Management
Missouri
$251K
3
Morgan Stanley
Morgan Stanley
New York
$66.9M
4
TPWA
TRUE Private Wealth Advisors
Oregon
$0
5
NA
Navellier & Associates
Nevada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ESB
226
Essex Savings Bank
Connecticut
$88K +$88K +2,425 New
HT
227
Heritage Trust
Oklahoma
$81K – – –
FANJ
228
Financial Architects (New Jersey)
New Jersey
$80K -$90K – –
VFA
229
Valeo Financial Advisors
Indiana
$77K – – –
CFA
230
Carroll Financial Associates
North Carolina
$74K – – –
PCG
231
Private Capital Group
Connecticut
$74K +$7.86K +215 +12%
S
232
SignatureFD
Georgia
$71K +$180 +5 +0.3%
NS
233
NewDay Solutions
New Hampshire
$68K +$68K +1,875 New
EWM
234
Edge Wealth Management
New York
$67K – – –
PA
235
Parallel Advisors
California
$59K +$18K +500 +44%
KCM
236
Karp Capital Management
California
$58K +$58K +1,595 New
NSG
237
Nalls Sherbakoff Group
Tennessee
$57K +$57K +1,565 New
WAP
238
Wealthcare Advisory Partners
Pennsylvania
$55K +$182 +5 +0.3%
OIA
239
Optimum Investment Advisors
Illinois
$54K -$18K -500 -25%
BWA
240
BDO Wealth Advisors
Florida
$53K – – –
RWA
241
River Wealth Advisors
Pennsylvania
$52K -$5.38K -150 -9%
FHA
242
First Horizon Advisors
Tennessee
$49K +$17.9K +500 +57%
BFC
243
Bedel Financial Consulting
Indiana
$48K – – –
Carson Wealth (CWM LLC)
244
Carson Wealth (CWM LLC)
Nebraska
$46K +$31.5K +870 +218%
LNB
245
Ledyard National Bank
$45K – – –
BAM
246
Barrett Asset Management
New York
$44K – – –
NCM
247
Nelson Capital Management
California
$42K – – –
AIM
248
Advantage Investment Management
Iowa
$38K -$432K -11,890 -92%
TWA
249
TCI Wealth Advisors
Arizona
$34K -$38K – –
WT
250
Whittier Trust
California
$33K – – –
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