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iShares US Healthcare ETF
IYH

Overview Fund Activity

192 hedge funds and large institutions have $891M invested in iShares US Healthcare ETF in 2016 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 61 increasing their positions, 61 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
+10
Holders Change %
+5.49%
% of All Funds
5.13%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
24
Increased
61
Reduced
61
Closed
11
Calls
$2.28M
Puts
$2.18M
Net Calls
+$103K
Net Calls Change
+$4.51M

Top Buyers

1
UCFA
1
United Capital Financial Advisors
Texas
$43.5M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$49.6M
3
Citadel Advisors
3
Citadel Advisors
Florida
$8.06M
4
CS
4
Credit Suisse
Switzerland
$7.11M
5
Bank of America
5
Bank of America
North Carolina
$88.9M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$97.1M
2
TRCT
2
Tower Research Capital (TRC)
New York
$1.36M
3
NPC
3
National Planning Corporation
California
$570K
4
MFS
4
MSI Financial Services
Massachusetts
$4.32M
5
BFA
5
Beaumont Financial Advisors
Massachusetts
$3.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
126
Fidelity Investments
Massachusetts
$261K -$6.55K -220 -2%
MWM
127
Modera Wealth Management
New Jersey
$256K +$36.6K +1,220 +17%
CAN
128
Cetera Advisor Networks
California
$251K +$251K +8,370 New
VFA
129
Voya Financial Advisors
Connecticut
$231K +$231K +7,760 New
BTS
130
BB&T Securities
Virginia
$230K +$230K +7,660 New
AA
131
Apriem Advisors
California
$221K – – –
FHC
132
First Heartland Consultants
Missouri
$221K +$221K +7,365 New
DW
133
Domani Wealth
Pennsylvania
$218K +$218K +7,250 New
CPA
134
Capital Planning Advisors
California
$217K -$29.3K -975 -12%
PHAM
135
Palisades Hudson Asset Management
Florida
$216K +$752 +25 +0.3%
CWM
136
Cornerstone Wealth Management
Missouri
$216K +$216K +7,215 New
NPF
137
Norris Perne & French
Michigan
$214K – – –
AA
138
AlphaMark Advisors
Kentucky
$210K -$9K -300 -4%
AAS
139
Annex Advisory Services
Wisconsin
$206K – – –
FA
140
FDx Advisors
Illinois
$204K +$204K +6,790 New
SSB
141
Sandy Spring Bank
Maryland
$182K – – –
FANJ
142
Financial Architects (New Jersey)
New Jersey
$170K -$168K – –
TDC
143
Thompson Davis & Co
Virginia
$165K – – –
BIM
144
BlackRock Investment Management
Delaware
$161K – – –
KTC
145
Kistler-Tiffany Companies
Pennsylvania
$151K – – –
SNT
146
Security National Trust
West Virginia
$150K – – –
LWM
147
LBA Wealth Management
Florida
$143K – – –
MRCM
148
M&R Capital Management
New Jersey
$131K – – –
EDRH
149
Edmond de Rothschild Holding
Switzerland
$130K +$96.9K +3,225 +293%
Fifth Third Bancorp
150
Fifth Third Bancorp
Ohio
$124K +$84.6K +2,825 +215%
4 5
6
7 8