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iShares US Healthcare ETF
IYH

Overview Fund Activity

247 hedge funds and large institutions have $755M invested in iShares US Healthcare ETF in 2018 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 54 increasing their positions, 76 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
+6
Holders Change %
+2.49%
% of All Funds
5.67%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
33
Increased
54
Reduced
76
Closed
23
Calls
$7.84M
Puts
$2.4M
Net Calls
+$5.44M
Net Calls Change
+$1.52M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$102M
2
Deutsche Bank
Deutsche Bank
Germany
$9.35M
3
Citadel Advisors
Citadel Advisors
Florida
$8.26M
4
UCFA
United Capital Financial Advisors
Texas
$20.5M
5
PAG
Private Advisory Group
Washington
$2.05M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$4.56M
2
Goldman Sachs
Goldman Sachs
New York
$2.53M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.69M
4
GC
Grimes & Company
Massachusetts
$4.11M
5
UBS Group
UBS Group
Switzerland
$37.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFC
201
Bedel Financial Consulting
Indiana
$46K +$46K +1,325 New
LNB
202
Ledyard National Bank
$43K – – –
BAM
203
Barrett Asset Management
New York
$42K – – –
WAP
204
Wealthcare Advisory Partners
Pennsylvania
$42K – – –
NCM
205
Nelson Capital Management
California
$41K – – –
GFP
206
Gryphon Financial Partners
Ohio
$38K -$17.4K -505 -31%
TWA
207
TCI Wealth Advisors
Arizona
$32K +$32K +940 New
WT
208
Whittier Trust
California
$31K – – –
PA
209
Parallel Advisors
California
$28K – – –
SC
210
Sawyer & Company
Massachusetts
$27K – – –
LWM
211
Lenox Wealth Management
Ohio
$27K – – –
PFGIA
212
Patriot Financial Group Insurance Agency
Massachusetts
$25K -$8.33K -250 -25%
BA
213
Ballew Advisors
Mississippi
$24K +$24K +690 New
CAC
214
Certified Advisory Corp
Florida
$22K – – –
MFW
215
Mosaic Family Wealth
Missouri
$22K – – –
JCM
216
Jacobi Capital Management
Pennsylvania
$22K +$22K +655 New
RE
217
RBC Europe
United Kingdom
$20.7K – – –
UBS AM
218
UBS AM
Illinois
$19K +$19K +550 New
SEI Investments
219
SEI Investments
Pennsylvania
$17K -$11.9K -335 -41%
GT
220
Glenmede Trust
Pennsylvania
$17K – – –
PCG
221
Private Capital Group
Connecticut
$17K – – –
HR
222
Howe & Rusling
New York
$15K -$14.7K -425 -49%
KPCM
223
Kings Point Capital Management
New York
$13K – – –
PG
224
Patten Group
Tennessee
$13K – – –
MWM
225
Mascoma Wealth Management
New Hampshire
$12K – – –
7 8
9
10 11