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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 %
DSC
151
Duncker Streett & Co
Missouri
$113K – – –
CFA
152
Carroll Financial Associates
North Carolina
$107K +$5.22K +175 +5%
ASN
153
Advisory Services Network
Georgia
$102K -$150 -5 -0.1%
CWM
154
Cranbrook Wealth Management
Michigan
$84K – – –
Mariner
155
Mariner
Kansas
$78K +$78K +2,595 New
LYV
156
Live Your Vision
Pennsylvania
$75K +$75K +2,500 New
S
157
SignatureFD
Georgia
$74K – – –
JFA
158
JNBA Financial Advisors
Minnesota
$74K +$74K +2,455 New
WEC
159
Winslow Evans & Crocker
Massachusetts
$72.6K -$3K -100 -4%
WAM
160
Wealthspire Advisors (Maryland)
Maryland
$62K – – –
PSC
161
Prentiss Smith & Co
Vermont
$61K – – –
EWM
162
Edge Wealth Management
New York
$56K – – –
SEI Investments
163
SEI Investments
Pennsylvania
$56K +$48.5K +1,605 +642%
DADC
164
D.A. Davidson & Co
Montana
$47K +$150 +5 +0.3%
WTC
165
WhitTier Trust Company
Nevada
$45K – – –
IWM
166
Integrated Wealth Management
California
$40K -$3.76K -125 -9%
Manulife (Manufacturers Life Insurance)
167
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$39K +$6.93K +230 +22%
BAM
168
Barrett Asset Management
New York
$37K – – –
NCM
169
Nelson Capital Management
California
$35K – – –
HR
170
Howe & Rusling
New York
$33K – – –
WP
171
WealthPLAN Partners
Nebraska
$32.2K -$32.2K -1,075 -50%
SF
172
Synovus Financial
Georgia
$30K – – –
TWA
173
TCI Wealth Advisors
Arizona
$28K -$28K – –
BKA
174
Brick & Kyle Associates
Pennsylvania
$27K – – –
AIM
175
Advantage Investment Management
Iowa
$27K +$3.26K +110 +14%
5 6
7
8 9