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iShares US Healthcare ETF
IYH

Overview Fund Activity

289 hedge funds and large institutions have $940M invested in iShares US Healthcare ETF in 2018 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 101 increasing their positions, 66 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
+19
Holders Change %
+7.04%
% of All Funds
6.45%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
57
Increased
101
Reduced
66
Closed
35
Calls
$4.47M
Puts
$777K
Net Calls
+$3.69M
Net Calls Change
+$4.5M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$62.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$50.4M
3
Goldman Sachs
Goldman Sachs
New York
$16.3M
4
Wells Fargo
Wells Fargo
California
$55.9M
5
GC
Grimes & Company
Massachusetts
$12.2M

Top Sellers

1
TAF
Tredje AP-fonden
Sweden
$75.8M
2
CWM
Cornerstone Wealth Management
Missouri
$251K
3
Morgan Stanley
Morgan Stanley
New York
$66.9M
4
TPWA
TRUE Private Wealth Advisors
Oregon
$0
5
NA
Navellier & Associates
Nevada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
201
Colorado Capital Management
Colorado
$197K – – –
BCWM
202
Bartlett & Co Wealth Management
Ohio
$187K +$50.1K +1,375 +37%
BC
203
Bartlett & Co
Ohio
$185K +$49.6K +1,375 +37%
SSB
204
Sandy Spring Bank
Maryland
$183K – – –
ASN
205
Advisory Services Network
Georgia
$183K +$15.4K +425 +9%
KTC
206
Kistler-Tiffany Companies
Pennsylvania
$181K – – –
HDIM
207
Hanson & Doremus Investment Management
Vermont
$173K – – –
LWANC
208
Laurel Wealth Advisors (North Carolina)
North Carolina
$171K +$171K +4,720 New
SNT
209
Security National Trust
West Virginia
$163K – – –
NFG
210
Next Financial Group
Texas
$162K +$128K +3,530 +374%
MRCM
211
M&R Capital Management
New Jersey
$158K – – –
PMFA
212
Plante Moran Financial Advisors
Michigan
$151K -$7.6K -210 -5%
WAM
213
Wealthspire Advisors (Maryland)
Maryland
$149K +$181 +5 +0.1%
SWM
214
SeaCrest Wealth Management
New York
$144K +$361 +10 +0.3%
EWM
215
Executive Wealth Management
Michigan
$133K +$133K +3,680 New
DSC
216
Duncker Streett & Co
Missouri
$132K +$181 +5 +0.1%
FRA
217
Front Row Advisors
California
$129K – – –
LPIC
218
LeJeune Puetz Investment Counsel
Michigan
$118K – – –
AA
219
AlphaMark Advisors
Kentucky
$116K – – –
SF
220
Synovus Financial
Georgia
$115K +$361 +10 +0.3%
CWM
221
Cranbrook Wealth Management
Michigan
$101K – – –
GTAM
222
Global Trust Asset Management
Florida
$99K – – –
AIC
223
Archer Investment Corporation
Indiana
$99K +$99K +2,750 New
LYV
224
Live Your Vision
Pennsylvania
$92K – – –
Chevy Chase Trust
225
Chevy Chase Trust
Maryland
$92K +$92K +2,545 New
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9
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