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iShares US Healthcare ETF
IYH

Overview Fund Activity

240 hedge funds and large institutions have $755M invested in iShares US Healthcare ETF in 2018 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 70 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
-7
Holders Change %
-2.83%
% of All Funds
5.5%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
54
Reduced
70
Closed
25
Calls
$6.08M
Puts
$1.41M
Net Calls
+$4.67M
Net Calls Change
-$768K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$16M
2
CS
2
Credit Suisse
Switzerland
$7.89M
3
Bank of America
3
Bank of America
North Carolina
$107M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$21.7M
5
UBS Group
5
UBS Group
Switzerland
$40.8M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$989K
2
RAM
2
Riggs Asset Management
Pennsylvania
$0
3
SG Americas Securities
3
SG Americas Securities
New York
$409K
4
UCFA
4
United Capital Financial Advisors
Texas
$16.8M
5
GC
5
Grimes & Company
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
151
Modera Wealth Management
New Jersey
$246K – – –
PNAA
152
Pictet North America Advisors
Switzerland
$237K – – –
MA
153
Mutual Advisors
Nebraska
$236K +$8.54K +240 +4%
CAM
154
Cozad Asset Management
Illinois
$227K +$227K +6,375 New
TAM
155
Trillium Asset Management
Massachusetts
$219K – – –
SWM
156
Sequoia Wealth Management
Illinois
$215K – – –
CAPTRUST Financial Advisors
157
CAPTRUST Financial Advisors
North Carolina
$215K +$28.6K +800 +15%
BMM
158
Buffington Mohr McNeal
Idaho
$214K – – –
Cetera Investment Advisers
159
Cetera Investment Advisers
Illinois
$208K -$17.8K -500 -8%
F
160
F3Logic
Minnesota
$208K – – –
NCM
161
Narwhal Capital Management
Georgia
$205K +$205K +5,750 New
BlackRock
162
BlackRock
New York
$185K – – –
Simplex Trading
163
Simplex Trading
Illinois
$182K +$182K +5,135 New
SSB
164
Sandy Spring Bank
Maryland
$180K -$17.8K -500 -9%
KTC
165
Kistler-Tiffany Companies
Pennsylvania
$179K – – –
ASN
166
Advisory Services Network
Georgia
$174K – – –
HDIM
167
Hanson & Doremus Investment Management
Vermont
$171K – – –
SNT
168
Security National Trust
West Virginia
$160K – – –
PMFA
169
Plante Moran Financial Advisors
Michigan
$159K +$30.3K +850 +24%
MRCM
170
M&R Capital Management
New Jersey
$155K – – –
WAM
171
Wealthspire Advisors (Maryland)
Maryland
$147K – – –
SWM
172
SeaCrest Wealth Management
New York
$141K – – –
DSC
173
Duncker Streett & Co
Missouri
$129K -$8.88K -250 -6%
LPIC
174
LeJeune Puetz Investment Counsel
Michigan
$116K – – –
SF
175
Synovus Financial
Georgia
$114K – – –
5 6
7
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