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iShares US Healthcare ETF
IYH

Overview Fund Activity

196 hedge funds and large institutions have $1.3B invested in iShares US Healthcare ETF in 2015 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 74 increasing their positions, 56 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
-11
Holders Change %
-5.31%
% of All Funds
5.29%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.22%
New
21
Increased
74
Reduced
56
Closed
27
Calls
$1.89M
Puts
$762K
Net Calls
+$1.13M
Net Calls Change
+$2.54M

Top Buyers

1
TFA
Transamerica Financial Advisors
Florida
$74.2M
2
Morgan Stanley
Morgan Stanley
New York
$154M
3
FSIM
F-Squared Investment Management
Massachusetts
$47.3M
4
AssetMark Inc
AssetMark Inc
California
$98.3M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$17.4M

Top Sellers

1
BFA
Beaumont Financial Advisors
Massachusetts
$3.17M
2
SWA
SFMG Wealth Advisors
Texas
$15.9M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$0
4
AIA
Arrow Investment Advisors
Maryland
$0
5
SG Americas Securities
SG Americas Securities
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
176
Nelson Capital Management
California
$37K – – –
CFA
177
Carroll Financial Associates
North Carolina
$35K +$19.9K +625 +132%
HI
178
Hudock Inc
Pennsylvania
$33K – – –
Northwestern Mutual Wealth Management
179
Northwestern Mutual Wealth Management
Wisconsin
$32K -$21.6K -675 -40%
PMFA
180
Plante Moran Financial Advisors
Michigan
$28K – – –
Truist Financial
181
Truist Financial
North Carolina
$28K +$28K +875 New
CCS
182
Crosspoint Capital Strategies
California
$25K – – –
PSI
183
Pinnacle Summer Investments
Virginia
$21K +$21K +665 New
BKA
184
Brick & Kyle Associates
Pennsylvania
$16K – – –
TDC
185
Thompson Davis & Co
Virginia
$16K – – –
AWM
186
Avior Wealth Management
Nebraska
$16K +$16K +500 New
PG
187
Patten Group
Tennessee
$11.9K +$11.9K +375 New
VIA
188
Vantage Investment Advisors
Pennsylvania
$8K – – –
HFM
189
Hartford Financial Management
Connecticut
$7K +$7K +245 New
GWA
190
Genesis Wealth Advisors
Massachusetts
$5.56K – – –
BCMIO
191
Beacon Capital Management Inc (Ohio)
Ohio
$5K – – –
IF
192
Ironwood Financial
Arizona
$4K – – –
RFA
193
Reilly Financial Advisors
California
$3K – – –
CTC
194
Central Trust Company
Missouri
$3K +$3K +105 New
EWM
195
Endurance Wealth Management
Rhode Island
$2K +$2K +50 New
CWM
196
Catamount Wealth Management
Connecticut
$1K – – –
FHC
197
First Heartland Consultants
Missouri
$401 +$125 +3,955 +46%
Schroder Investment Management Group
198
Schroder Investment Management Group
United Kingdom
– -$23.3M -751,210 Closed
AIA
199
Arrow Investment Advisors
Maryland
– -$19M -617,015 Closed
SG Americas Securities
200
SG Americas Securities
New York
– -$16.5M -534,970 Closed
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