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iShares US Healthcare ETF
IYH

Overview Fund Activity

270 hedge funds and large institutions have $991M invested in iShares US Healthcare ETF in 2018 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 87 increasing their positions, 55 reducing their positions, and 14 closing their positions.

Holders
270
Holders Change
+30
Holders Change %
+12.5%
% of All Funds
6.18%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
44
Increased
87
Reduced
55
Closed
14
Calls
$791K
Puts
$1.6M
Net Calls
-$812K
Net Calls Change
-$5.48M

Top Buyers

1
DF
1
Donoghue Forlines
Massachusetts
$25.8M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$37.7M
3
Bank of America
3
Bank of America
North Carolina
$139M
4
TPWA
4
TRUE Private Wealth Advisors
Oregon
$11.6M
5
KP
5
Keel Point
Alabama
$10.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$102M
2
Citadel Advisors
2
Citadel Advisors
Florida
$206K
3
UCFA
3
United Capital Financial Advisors
Texas
$13M
4
CS
4
Credit Suisse
Switzerland
$4.28M
5
Deutsche Bank
5
Deutsche Bank
Germany
$6.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMWA
151
Forvis Mazars Wealth Advisors
Missouri
$330K – – –
AFC
152
AFT Forsyth & Company
Florida
$329K +$11.2K +275 +4%
NSIM
153
North Star Investment Management
Illinois
$325K – – –
ALIONA
154
Allianz Life Insurance of North America
Minnesota
$307K +$12.2K +300 +4%
HSA
155
HBK Sorce Advisory
Pennsylvania
$299K +$810 +20 +0.3%
F
156
F3Logic
Minnesota
$298K +$61.1K +1,500 +26%
PHAM
157
Palisades Hudson Asset Management
Florida
$297K +$609 +15 +0.2%
BFG
158
Barber Financial Group
Kansas
$294K +$294K +7,235 New
CA
159
Commerzbank Aktiengesellschaft
Germany
$287K – – –
CAGAS
160
Capital Advisory Group Advisory Services
Minnesota
$284K – – –
AC
161
Alexandria Capital
Virginia
$282K -$6.09K -150 -2%
RIA
162
Regal Investment Advisors
Michigan
$280K -$41.5K -1,020 -13%
MWM
163
Modera Wealth Management
New Jersey
$280K +$203 +5 +0.1%
Cetera Investment Advisers
164
Cetera Investment Advisers
Illinois
$267K +$30.4K +750 +13%
LNC
165
Lincoln National Corp
Pennsylvania
$266K +$266K +6,555 New
IIA
166
IPG Investment Advisors
California
$264K -$79.1K -1,950 -23%
CAM
167
Cozad Asset Management
Illinois
$259K – – –
VAM
168
Visionary Asset Management
Texas
$254K +$254K +6,250 New
TAM
169
Trillium Asset Management
Massachusetts
$250K – – –
AP
170
Advisor Partners
California
$248K +$248K +6,110 New
CAPTRUST Financial Advisors
171
CAPTRUST Financial Advisors
North Carolina
$244K – – –
BMM
172
Buffington Mohr McNeal
Idaho
$243K – – –
SWM
173
Sequoia Wealth Management
Illinois
$243K – – –
BTNA
174
Bremer Trust National Association
Minnesota
$237K -$44.6K -1,100 -16%
AWA
175
Acorn Wealth Advisors
Michigan
$236K -$70.2K -1,840 -23%
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