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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 %
WP
201
WealthPLAN Partners
Nebraska
$212K – – –
CCM
202
Colorado Capital Management
Colorado
$211K – – –
BBNA
203
Bremer Bank National Association
Minnesota
$210K +$210K +5,575 New
CRC
204
Curi RMB Capital
Illinois
$208K +$208K +5,365 New
ASN
205
Advisory Services Network
Georgia
$201K +$4.86K +125 +2%
NFG
206
Next Financial Group
Texas
$200K +$26.6K +685 +15%
NFH
207
NEXT Financial Holdings
Texas
$200K +$200K +5,160 New
BC
208
Bartlett & Co
Ohio
$199K – – –
BCWM
209
Bartlett & Co Wealth Management
Ohio
$199K – – –
SSB
210
Sandy Spring Bank
Maryland
$196K – – –
KTC
211
Kistler-Tiffany Companies
Pennsylvania
$194K – – –
WAM
212
Wealthspire Advisors (Maryland)
Maryland
$194K +$34.4K +890 +22%
LWANC
213
Laurel Wealth Advisors (North Carolina)
North Carolina
$189K +$5.82K +150 +3%
HDIM
214
Hanson & Doremus Investment Management
Vermont
$185K – – –
SNT
215
Security National Trust
West Virginia
$174K – – –
MRCM
216
M&R Capital Management
New Jersey
$164K – – –
HWA
217
Heritage Wealth Advisors
Virginia
$163K -$56.2K -1,450 -26%
DSC
218
Duncker Streett & Co
Missouri
$161K +$20K +515 +14%
SWM
219
SeaCrest Wealth Management
New York
$155K +$774 +20 +0.5%
PMFA
220
Plante Moran Financial Advisors
Michigan
$151K -$10.6K -275 -7%
FRA
221
Front Row Advisors
California
$137K – – –
LPIC
222
LeJeune Puetz Investment Counsel
Michigan
$126K – – –
SF
223
Synovus Financial
Georgia
$122K -$1.94K -50 -2%
EWM
224
Executive Wealth Management
Michigan
$120K -$22.7K -585 -16%
Simplex Trading
225
Simplex Trading
Illinois
$120K +$101K +2,615 +523%
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