We are live on ! Find out more
IHF icon

iShares US Healthcare Providers ETF

81 hedge funds and large institutions have $322M invested in iShares US Healthcare Providers ETF in 2014 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 23 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 8

18.36% more ownership

Funds ownership: 259.02%277.38% (+18%)

17% more funds holding

Funds holding: 6981 (+12)

1% more capital invested

Capital invested by funds: $318M → $322M (+$3.53M)

4% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 24

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
81
Holders Change
+12
Holders Change %
+17.39%
% of All Funds
2.16%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
22
Increased
23
Reduced
24
Closed
8
Calls
$592K
Puts
Net Calls
+$592K
Net Calls Change
+$133K
Name Holding Trade Value Shares
Change
Change in
Stake
HBT
26
Hills Bank & Trust
Iowa
$2.12M -$4.5K -200 -0.2%
OC
27
Oppenheimer & Co
New York
$1.96M -$56.4K -2,505 -3%
AP
28
Advisors Preferred
Maryland
$1.85M +$1.76M +78,005 New
Ameriprise
29
Ameriprise
Minnesota
$1.56M +$1.29M +57,290 +675%
CS
30
Credit Suisse
Switzerland
$1.49M +$1.18M +52,410 +503%
FA
31
FMA Advisory
Pennsylvania
$1.48M +$39.6K +1,760 +3%
Goldman Sachs
32
Goldman Sachs
New York
$1.39M +$1.32M +58,590 New
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$1.32M +$126K +5,590 +11%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$1.25M -$928K -41,260 -44%
AIG
35
American International Group
New York
$1.12M -$177K -7,850 -14%
SG Americas Securities
36
SG Americas Securities
New York
$1.06M -$743K -33,000 -42%
MFS
37
MSI Financial Services
Massachusetts
$1.04M +$253K +11,265 +35%
CC
38
Columbia Capital
California
$1.04M +$988K +43,925 New
Jane Street
39
Jane Street
New York
$995K -$1.4M -62,400 -60%
Koshinski Asset Management
40
Koshinski Asset Management
Illinois
$888K +$844K +37,505 New
NPC
41
National Planning Corporation
California
$863K
UCFA
42
United Capital Financial Advisors
Texas
$853K -$6.09M -270,490 -88%
WA
43
WESPAC Advisors
California
$637K -$479K -21,280 -44%
PHS
44
Pekin Hardy Strauss
Illinois
$637K +$606K +26,925 New
SB
45
Suntrust Banks
Georgia
$609K +$28.2K +1,255 +5%
CWM
46
Concert Wealth Management
California
$608K +$116K +5,145 +25%
BCM
47
Barometer Capital Management
Ontario, Canada
$556K +$529K +23,500 New
TFA
48
Transamerica Financial Advisors
Florida
$555K +$17K +755 +3%
CB
49
Commerce Bank
Missouri
$516K +$490K +21,765 New
DC
50
Davenport & Co
Virginia
$502K -$7.54K -335 -2%

IHF Hedge Fund Activity: Q4 2014 in Review

81 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare Providers ETF (IHF) for Q4 2014, worth a combined $322M — up 1.1% from $318M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IHF positions and 8 closed out — a net gain of 14 holders — while 23 added to existing stakes and 24 trimmed.

The largest buyer was Bank of America, adding an estimated $4.19M. The largest seller was Spruce Investment Advisors, cutting an estimated $27.8M.

  • 81 institutional investors held iShares US Healthcare Providers ETF (IHF) as of Q4 2014, up from 69 in Q3 2014.
  • Funds reported $322M of iShares US Healthcare Providers ETF stock for Q4 2014, up 1.1% quarter-over-quarter.
  • 22 funds opened new iShares US Healthcare Providers ETF positions in Q4 2014 and 8 closed out, a net change of +14 holders.
  • The largest iShares US Healthcare Providers ETF buyer in Q4 2014 was Bank of America, an estimated $4.19M added.
  • The largest iShares US Healthcare Providers ETF seller in Q4 2014 was Spruce Investment Advisors, an estimated $27.8M sold.

Based on aggregated 13F filings for Q4 2014.