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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.

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

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$102M
2
Citadel Advisors
Citadel Advisors
Florida
$206K
3
UCFA
United Capital Financial Advisors
Texas
$13M
4
CS
Credit Suisse
Switzerland
$4.28M
5
Deutsche Bank
Deutsche Bank
Germany
$6.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCWM
201
Bartlett & Co Wealth Management
Ohio
$153K +$91.5K +2,250 +150%
BC
202
Bartlett & Co
Ohio
$152K +$91.2K +2,250 +150%
DSC
203
Duncker Streett & Co
Missouri
$147K +$202 +5 +0.1%
LPIC
204
LeJeune Puetz Investment Counsel
Michigan
$132K – – –
AA
205
AlphaMark Advisors
Kentucky
$130K +$8.1K +200 +7%
SF
206
Synovus Financial
Georgia
$129K +$203 +5 +0.2%
CWM
207
Cranbrook Wealth Management
Michigan
$114K – – –
GTAM
208
Global Trust Asset Management
Florida
$112K – – –
LYV
209
Live Your Vision
Pennsylvania
$101K – – –
BFEC
210
Benjamin F. Edwards & Company
Missouri
$93K – – –
HT
211
Heritage Trust
Oklahoma
$91K – – –
FANJ
212
Financial Architects (New Jersey)
New Jersey
$90K -$78K – –
FPS
213
Fieldpoint Private Securities
Connecticut
$84K – – –
EA
214
Elm Advisors
California
$84K +$84K +2,075 New
CFA
215
Carroll Financial Associates
North Carolina
$82K +$201 +5 +0.2%
AP
216
Atwood & Palmer
Missouri
$81K – – –
OIA
217
Optimum Investment Advisors
Illinois
$81K – – –
VFA
218
Valeo Financial Advisors
Indiana
$80K +$4.16K +110 +5%
S
219
SignatureFD
Georgia
$80K +$10.8K +265 +16%
EWM
220
Edge Wealth Management
New York
$75K – – –
CPIG
221
Chicago Partners Investment Group
Illinois
$74K – – –
PCG
222
Private Capital Group
Connecticut
$73K +$52.8K +1,310 +262%
RWA
223
River Wealth Advisors
Pennsylvania
$65K – – –
WAP
224
Wealthcare Advisory Partners
Pennsylvania
$61K +$4.04K +100 +7%
BWA
225
BDO Wealth Advisors
Florida
$60K – – –
7 8
9
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