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iShares US Healthcare ETF
IYH

Overview Fund Activity

270 hedge funds and large institutions have $991M invested in iShares US Healthcare ETF in 2018 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 87 increasing their positions, 55 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
+30
Holders Change %
+12.5%
% of All Funds
6.18%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
44
Increased
87
Reduced
55
Closed
14
Calls
$791K
Puts
$1.6M
Net Calls
-$812K
Net Calls Change
-$5.48M

Top Buyers

1
DF
Donoghue Forlines
Massachusetts
$25.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$37.7M
3
Bank of America
Bank of America
North Carolina
$139M
4
TPWA
TRUE Private Wealth Advisors
Oregon
$11.6M
5
KP
Keel Point
Alabama
$10.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$102M
2
Citadel Advisors
Citadel Advisors
Florida
$206K
3
UCFA
United Capital Financial Advisors
Texas
$13M
4
CS
Credit Suisse
Switzerland
$4.28M
5
Deutsche Bank
Deutsche Bank
Germany
$6.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPFS
251
First Personal Financial Services
North Carolina
$15K – – –
FHA
252
Flagship Harbor Advisors
Massachusetts
$15K – – –
MWM
253
Mascoma Wealth Management
New Hampshire
$15K – – –
NWM
254
Northwest Wealth Management
Iowa
$13K – – –
MWM
255
MinichMacGregor Wealth Management
New York
$12K – – –
CAL
256
Capital Analysts LLC
Pennsylvania
$11K – – –
HFM
257
Hartford Financial Management
Connecticut
$10K – – –
ADL
258
Asset Dedication LLC
California
$10K – – –
WEC
259
Winslow Evans & Crocker
Massachusetts
$10K – – –
KJWM
260
Kiley Juergens Wealth Management
Washington
$10K – – –
AIM
261
Anchor Investment Management
South Carolina
$9.74K – – –
AWM
262
Avior Wealth Management
Nebraska
$9K – – –
TFS
263
TrustCore Financial Services
Tennessee
$9K – – –
SIM
264
Sonora Investment Management
Arizona
$8K +$8K +190 New
SFA
265
Stewardship Financial Advisors
Georgia
$6K +$6K +145 New
YWP
266
YorkBridge Wealth Partners
New York
$4K – – –
TC
267
Trilogy Capital
California
$4K +$4K +90 New
WCM
268
Whitener Capital Management
North Carolina
$4K +$4K +100 New
RWG
269
Regal Wealth Group
California
$3K – – –
APP
270
Avantax Planning Partners
Iowa
$2K +$2K +45 New
Fifth Third Bancorp
271
Fifth Third Bancorp
Ohio
$1K – – –
TFA
272
Transamerica Financial Advisors
Florida
$1K – – –
CF
273
Centaurus Financial
California
$571 -$324K -8,520 -100%
FRA
274
Front Row Advisors
California
$131 – – –
Wolverine Trading
275
Wolverine Trading
Illinois
– -$1.01M -29,320 Closed
8 9 10
11
12