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iShares US Healthcare ETF
IYH

Overview Fund Activity

220 hedge funds and large institutions have $908M invested in iShares US Healthcare ETF in 2017 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 68 increasing their positions, 65 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
+5
Holders Change %
+2.33%
% of All Funds
5.49%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
23
Increased
68
Reduced
65
Closed
16
Calls
$1.56M
Puts
$4.77M
Net Calls
-$3.21M
Net Calls Change
+$4.13M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$113M
2
Morgan Stanley
Morgan Stanley
New York
$89.6M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$42.1M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$7.82M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$4.61M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$16M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$34.8M
3
PFG
Piershale Financial Group
Illinois
$0
4
CS
Credit Suisse
Switzerland
$0
5
NA
Navellier & Associates
Nevada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
176
AlphaMark Advisors
Kentucky
$106K +$10.3K +300 +11%
CWM
177
Cranbrook Wealth Management
Michigan
$96K – – –
NFG
178
Next Financial Group
Texas
$96K +$46.3K +1,330 +93%
CFA
179
Carroll Financial Associates
North Carolina
$89K +$173 +5 +0.2%
LYV
180
Live Your Vision
Pennsylvania
$86K – – –
BWA
181
BDO Wealth Advisors
Florida
$81K -$21.5K -625 -21%
HT
182
Heritage Trust
Oklahoma
$77K – – –
FANJ
183
Financial Architects (New Jersey)
New Jersey
$75K -$72K – –
AP
184
Atwood & Palmer
Missouri
$69K – – –
CPIG
185
Chicago Partners Investment Group
Illinois
$69K – – –
VFA
186
Valeo Financial Advisors
Indiana
$69K +$69K +2,005 New
EWM
187
Edge Wealth Management
New York
$63K – – –
PFGIA
188
Patriot Financial Group Insurance Agency
Massachusetts
$56K – – –
RFM
189
Royal Fund Management
Florida
$51K +$51K +1,500 New
WAM
190
Wealthspire Advisors (Maryland)
Maryland
$48K -$34.6K -1,005 -42%
CG
191
Cutler Group
California
$46K -$13.3K -395 -22%
BAM
192
Barrett Asset Management
New York
$42K – – –
NCM
193
Nelson Capital Management
California
$40K – – –
WAP
194
Wealthcare Advisory Partners
Pennsylvania
$37K +$37K +1,085 New
TWA
195
TCI Wealth Advisors
Arizona
$32K -$31K – –
MWM
196
Mascoma Wealth Management
New Hampshire
$32K – – –
IWM
197
IHT Wealth Management
Illinois
$31K -$880K -25,255 -97%
WT
198
Whittier Trust
California
$31K – – –
Bessemer Group
199
Bessemer Group
New Jersey
$31K +$31K +900 New
HR
200
Howe & Rusling
New York
$30K – – –
6 7
8
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