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iShares US Healthcare Providers ETF

95 hedge funds and large institutions have $227M invested in iShares US Healthcare Providers ETF in 2017 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 15 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

7% more funds holding

Funds holding: 8995 (+6)

3% less capital invested

Capital invested by funds: $234M → $227M (-$7.58M)

16.69% less ownership

Funds ownership: 230.89%214.19% (-17%)

63% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 40

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1K

Holders
95
Holders Change
+6
Holders Change %
+6.74%
% of All Funds
2.36%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
15
Reduced
40
Closed
10
Calls
Puts
$1K
Net Calls
-$1K
Net Calls Change
-$1K
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
26
Spruce Investment Advisors
Connecticut
$1.53M -$174K -6,555 -10%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$1.43M -$96.5K -3,645 -6%
BWM
28
BerganKDV Wealth Management
Minnesota
$1.33M -$17.9K -675 -1%
CCM
29
Condor Capital Management
New Jersey
$1.22M +$1.2M +45,430 New
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$1.13M -$10.2K -385 -0.9%
FFEC
31
First Financial Equity Corporation
Arizona
$1.09M +$1.08M +40,805 New
BPCE
32
Bank Pictet & Cie (Europe)
Germany
$1.07M +$1.06M +40,000 New
JP Morgan Chase
33
JP Morgan Chase
New York
$997K -$43.5K -1,645 -4%
GWS
34
Glassman Wealth Services
Virginia
$992K
RJFSA
35
Raymond James Financial Services Advisors
Florida
$945K -$67K -2,530 -7%
Koshinski Asset Management
36
Koshinski Asset Management
Illinois
$906K -$17.1K -645 -2%
AG
37
Advisor Group
Arizona
$744K +$354K +13,385 +93%
JMPWA
38
JP Morgan Private Wealth Advisors
California
$671K +$430K +16,250 +185%
Goldman Sachs
39
Goldman Sachs
New York
$637K -$76.2K -2,880 -11%
Creative Planning
40
Creative Planning
Kansas
$634K -$934K -35,270 -60%
HWA
41
HCR Wealth Advisors
California
$564K
GLRA
42
Gerald L. Ray & Associates
Texas
$491K -$2.65K -100 -0.5%
CAN
43
Cetera Advisor Networks
California
$473K -$36K -1,360 -7%
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$456K -$26.7K -1,010 -6%
CWM
45
Concert Wealth Management
California
$435K
VKH
46
Virtu KCG Holdings
New York
$429K -$19.1K -720 -4%
SFSIG
47
San Francisco Sentry Investment Group
California
$404K
Stifel Financial
48
Stifel Financial
Missouri
$402K +$23.6K +890 +6%
CA
49
Cetera Advisors
Colorado
$384K -$871K -32,915 -70%
TRCT
50
Tower Research Capital (TRC)
New York
$370K -$352K -13,290 -49%

IHF Hedge Fund Activity: Q1 2017 in Review

95 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare Providers ETF (IHF) for Q1 2017, worth a combined $227M — down 3.2% from $234M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IHF positions and 10 closed out — a net gain of 8 holders — while 15 added to existing stakes and 40 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $4.72M. The largest seller was Xponance, cutting an estimated $8.45M.

  • 95 institutional investors held iShares US Healthcare Providers ETF (IHF) as of Q1 2017, up from 89 in Q4 2016.
  • Funds reported $227M of iShares US Healthcare Providers ETF stock for Q1 2017, down 3.2% quarter-over-quarter.
  • 18 funds opened new iShares US Healthcare Providers ETF positions in Q1 2017 and 10 closed out, a net change of +8 holders.
  • The largest iShares US Healthcare Providers ETF buyer in Q1 2017 was Citadel Advisors, an estimated $4.72M added.
  • The largest iShares US Healthcare Providers ETF seller in Q1 2017 was Xponance, an estimated $8.45M sold.

Based on aggregated 13F filings for Q1 2017.