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iShares US Healthcare ETF
IYH

Overview Fund Activity

182 hedge funds and large institutions have $818M invested in iShares US Healthcare ETF in 2016 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 51 increasing their positions, 64 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
-1
Holders Change %
-0.55%
% of All Funds
4.86%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
18
Increased
51
Reduced
64
Closed
18
Calls
$4.45M
Puts
$8.86M
Net Calls
-$4.4M
Net Calls Change
+$6.89M

Top Buyers

1
UCFA
1
United Capital Financial Advisors
Texas
$30.7M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$38.8M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$23.5M
4
TRCT
4
Tower Research Capital (TRC)
New York
$5.35M
5
Ameriprise
5
Ameriprise
Minnesota
$11.4M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$24.3M
2
AssetMark Inc
2
AssetMark Inc
California
$105M
3
VF
3
Virtu Financial
New York
$0
4
Bank of America
4
Bank of America
North Carolina
$81.2M
5
AIG
5
American International Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
126
WealthSource Partners
California
$209K -$46.9K -1,580 -18%
AAS
127
Annex Advisory Services
Wisconsin
$204K -$8.31K -280 -4%
SSB
128
Sandy Spring Bank
Maryland
$179K – – –
SPL
129
Smart Portfolios LLC
Washington
$170K +$170K +5,720 New
FANJ
130
Financial Architects (New Jersey)
New Jersey
$168K -$158K – –
TDC
131
Thompson Davis & Co
Virginia
$163K +$148K +5,000 +1,000%
US Bancorp
132
US Bancorp
Minnesota
$161K – – –
BIM
133
BlackRock Investment Management
Delaware
$159K -$3.41K -115 -2%
KTC
134
Kistler-Tiffany Companies
Pennsylvania
$149K – – –
SNT
135
Security National Trust
West Virginia
$148K – – –
LWM
136
LBA Wealth Management
Florida
$142K -$14.9K -500 -9%
MRCM
137
M&R Capital Management
New Jersey
$129K +$129K +4,375 New
NFG
138
Next Financial Group
Texas
$122K +$22.2K +750 +22%
DSC
139
Duncker Streett & Co
Missouri
$111K – – –
Axa
140
Axa
France
$108K +$105K +3,545 +3,732%
ASN
141
Advisory Services Network
Georgia
$101K -$30.2K -1,020 -23%
CFA
142
Carroll Financial Associates
North Carolina
$101K +$28.1K +950 +39%
CWM
143
Cranbrook Wealth Management
Michigan
$83K – – –
WEC
144
Winslow Evans & Crocker
Massachusetts
$74.6K +$148 +5 +0.2%
S
145
SignatureFD
Georgia
$73K – – –
Thrivent Financial for Lutherans
146
Thrivent Financial for Lutherans
Minnesota
$63K – – –
WAM
147
Wealthspire Advisors (Maryland)
Maryland
$61K – – –
PSC
148
Prentiss Smith & Co
Vermont
$61K +$298 +10 +0.5%
EWM
149
Edge Wealth Management
New York
$55K – – –
DADC
150
D.A. Davidson & Co
Montana
$46K +$147 +5 +0.3%
4 5
6
7 8