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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 %
TW
126
Transform Wealth
Colorado
$475K +$7.06K +195 +2%
CIC
127
Carnegie Investment Counsel
Ohio
$468K -$393K -10,875 -46%
FHC
128
First Heartland Consultants
Missouri
$457K -$352K -9,750 -44%
VWA
129
V Wealth Advisors
Kansas
$455K +$39.1K +1,065 +9%
F
130
F3Logic
Minnesota
$445K +$181K +5,000 +68%
SB
131
Suntrust Banks
Georgia
$433K +$69.3K +1,920 +19%
AA
132
Ancora Advisors
Ohio
$420K +$362 +10 +0.1%
AMG
133
Advisors Management Group
Wisconsin
$416K -$18.1K -500 -4%
SBL
134
Sargent Bickham Lagudis
Colorado
$416K -$9.03K -250 -2%
MA
135
Montag & Associates
Georgia
$415K – – –
US Bancorp
136
US Bancorp
Minnesota
$413K -$10.1K -280 -2%
BAM
137
Belpointe Asset Management
Nevada
$404K -$51.1K -1,415 -11%
SMC
138
Smith, Moore & Co
Missouri
$403K +$181 +5 +0%
OC
139
Oppenheimer & Co
New York
$402K -$30.5K -845 -7%
GRP
140
Global Retirement Partners
California
$395K -$29.3K -810 -7%
UCMOK
141
United Capital Management of KS
Kansas
$393K +$16.6K +460 +4%
BCFS
142
Butensky & Cohen Financial Security
Florida
$380K -$20.4K -565 -5%
CPA
143
Clear Perspective Advisors
Illinois
$380K – – –
OGC
144
Oak Grove Capital
New Hampshire
$371K +$371K +10,250 New
Fiera Capital (Canada)
145
Fiera Capital (Canada)
Quebec, Canada
$367K – – –
RRWA
146
Rainey & Randall Wealth Advisors
Florida
$365K +$21K +580 +6%
KF
147
Krilogy Financial
Missouri
$364K -$78.2K -2,160 -18%
BAS
148
Brown Advisory Securities
Maryland
$362K +$35.9K +1,000 +11%
KPW
149
Kore Private Wealth
New York
$356K +$356K +9,755 New
Susquehanna International Group
150
Susquehanna International Group
Pennsylvania
$350K +$350K +9,665 New
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