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iShares US Healthcare ETF
IYH

Overview Fund Activity

293 hedge funds and large institutions have $1.03B invested in iShares US Healthcare ETF in 2019 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 66 increasing their positions, 104 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
+4
Holders Change %
+1.38%
% of All Funds
6.35%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
45
Increased
66
Reduced
104
Closed
35
Calls
$3.72M
Puts
$988K
Net Calls
+$2.73M
Net Calls Change
-$956K

Top Buyers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$74.5M
2
Bank of America
2
Bank of America
North Carolina
$152M
3
AP
3
Advisors Preferred
Maryland
$25.7M
4
HCM
4
Howard Capital Management
Georgia
$21.3M
5
CS
5
Credit Suisse
Switzerland
$8.6M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$10.1M
2
DF
2
Donoghue Forlines
Massachusetts
$9.58M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$34.7M
4
KP
4
Keel Point
Alabama
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$63.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FM
176
Family Management
New York
$278K – – –
CA
177
Commerzbank Aktiengesellschaft
Germany
$274K – – –
Cetera Investment Advisers
178
Cetera Investment Advisers
Illinois
$274K +$18.4K +475 +7%
LNC
179
Lincoln National Corp
Pennsylvania
$273K +$20.3K +525 +8%
MWM
180
Modera Wealth Management
New Jersey
$264K -$3.68K -95 -1%
SCG
181
Sonata Capital Group
Washington
$262K – – –
RJT
182
Raymond James Trust
Florida
$246K – – –
FNC
183
First National Corp
Massachusetts
$244K – – –
AWA
184
Acorn Wealth Advisors
Michigan
$243K – – –
HB
185
Homrich & Berg
Georgia
$242K – – –
VFA
186
Voya Financial Advisors
Connecticut
$240K -$15.3K -400 -6%
TAM
187
Trillium Asset Management
Massachusetts
$238K – – –
Millennium Management
188
Millennium Management
New York
$236K +$236K +6,080 New
CAPTRUST Financial Advisors
189
CAPTRUST Financial Advisors
North Carolina
$233K – – –
SWM
190
Sequoia Wealth Management
Illinois
$233K – – –
WCG
191
Weaver Consulting Group
California
$227K +$227K +5,920 New
GPA
192
Garrison Point Advisors
California
$224K – – –
NCM
193
Narwhal Capital Management
Georgia
$223K – – –
CAM
194
Cozad Asset Management
Illinois
$221K – – –
DY
195
Dowling & Yahnke
California
$220K -$27.1K -700 -11%
IWM
196
IHT Wealth Management
Illinois
$217K +$217K +5,600 New
EBT
197
Enterprise Bank & Trust
Massachusetts
$217K +$217K +5,600 New
AIC
198
Archer Investment Corporation
Indiana
$216K +$109K +2,820 +103%
CIBC Private Wealth Group
199
CIBC Private Wealth Group
Georgia
$213K -$787K -20,320 -79%
FMWA
200
Forvis Mazars Wealth Advisors
Missouri
$213K -$102K -2,635 -32%
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8
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