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iShares US Healthcare ETF
IYH

Overview Fund Activity

247 hedge funds and large institutions have $755M invested in iShares US Healthcare ETF in 2018 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 54 increasing their positions, 76 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
+6
Holders Change %
+2.49%
% of All Funds
5.67%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
33
Increased
54
Reduced
76
Closed
23
Calls
$7.84M
Puts
$2.4M
Net Calls
+$5.44M
Net Calls Change
+$1.52M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$102M
2
Deutsche Bank
Deutsche Bank
Germany
$9.35M
3
Citadel Advisors
Citadel Advisors
Florida
$8.26M
4
UCFA
United Capital Financial Advisors
Texas
$20.5M
5
PAG
Private Advisory Group
Washington
$2.05M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$4.56M
2
Goldman Sachs
Goldman Sachs
New York
$2.53M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.69M
4
GC
Grimes & Company
Massachusetts
$4.11M
5
UBS Group
UBS Group
Switzerland
$37.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
151
Advisor Partners
California
$234K -$52.7K -1,525 -18%
RRWA
152
Rainey & Randall Wealth Advisors
Florida
$231K +$231K +6,680 New
PNAA
153
Pictet North America Advisors
Switzerland
$230K – – –
AFC
154
AFT Forsyth & Company
Florida
$224K – – –
MA
155
Mutual Advisors
Nebraska
$221K – – –
Cetera Investment Advisers
156
Cetera Investment Advisers
Illinois
$219K -$13.5K -390 -6%
ALIONA
157
Allianz Life Insurance of North America
Minnesota
$217K +$217K +6,280 New
TAM
158
Trillium Asset Management
Massachusetts
$212K – – –
CRWM
159
Castle Rock Wealth Management
California
$212K +$212K +6,140 New
BMM
160
Buffington Mohr McNeal
Idaho
$207K – – –
SWM
161
Sequoia Wealth Management
Illinois
$207K +$207K +6,000 New
APA
162
American Portfolios Advisors
New York
$204K +$2.24K +65 +1%
F
163
F3Logic
Minnesota
$201K +$201K +5,820 New
SPIA
164
Steward Partners Investment Advisory
New York
$197K +$15.3K +445 +8%
SSB
165
Sandy Spring Bank
Maryland
$192K – – –
BlackRock
166
BlackRock
New York
$180K – – –
CAPTRUST Financial Advisors
167
CAPTRUST Financial Advisors
North Carolina
$175K +$5.04K +150 +3%
KTC
168
Kistler-Tiffany Companies
Pennsylvania
$173K – – –
HDIM
169
Hanson & Doremus Investment Management
Vermont
$165K – – –
ASN
170
Advisory Services Network
Georgia
$159K – – –
SNT
171
Security National Trust
West Virginia
$155K -$17.2K -500 -10%
MRCM
172
M&R Capital Management
New Jersey
$151K – – –
WAM
173
Wealthspire Advisors (Maryland)
Maryland
$142K -$23.1K -670 -14%
BFEC
174
Benjamin F. Edwards & Company
Missouri
$140K +$9.85K +285 +8%
SWM
175
SeaCrest Wealth Management
New York
$137K +$173 +5 +0.1%
5 6
7
8 9