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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 %
WEC
276
Winslow Evans & Crocker
Massachusetts
$8K – – –
AWM
277
Avior Wealth Management
Nebraska
$8K – – –
SIM
278
Sonora Investment Management
Arizona
$7K – – –
CA
279
Claro Advisors
Massachusetts
$7K +$7K +175 New
APC
280
Aspire Private Capital
North Carolina
$4K +$4K +120 New
WCM
281
Whitener Capital Management
North Carolina
$3K – – –
YWP
282
YorkBridge Wealth Partners
New York
$3K – – –
PFGIA
283
Patriot Financial Group Insurance Agency
Massachusetts
$3K +$3K +75 New
W
284
WealthOne
New York
$3K +$3K +75 New
RWG
285
Regal Wealth Group
California
$2K – – –
Fifth Third Bancorp
286
Fifth Third Bancorp
Ohio
$1K – – –
AssetMark Inc
287
AssetMark Inc
California
$1K +$1K +30 New
BHWM
288
Bay Harbor Wealth Management
Maryland
$1K +$1K +35 New
NA
289
NewEdge Advisors
Louisiana
$978 +$563 +15,580 +136%
GT
290
Glenmede Trust
Pennsylvania
$94 +$94 +2,615 New
CF
291
Centaurus Financial
California
$3 +$3 +2,620 +17,467%
TPWA
292
TRUE Private Wealth Advisors
Oregon
– -$11.6M -284,230 Closed
NA
293
Navellier & Associates
Nevada
– -$7.62M -187,730 Closed
CS
294
Credit Suisse
Switzerland
– -$4.28M -105,435 Closed
SXL
295
Summit X LLC
Missouri
– -$2.8M -69,220 Closed
DAS
296
Dynamic Advisor Solutions
Arizona
– -$2.45M -60,315 Closed
PAG
297
Pinnacle Advisory Group
Maryland
– -$1.89M -46,525 Closed
IP
298
Intellectus Partners
California
– -$1.32M -32,500 Closed
VAM
299
Verity Asset Management
North Carolina
– -$1.05M -25,875 Closed
FTS
300
Fifth Third Securities
Ohio
– -$466K -11,455 Closed
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