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iShares US Healthcare Providers ETF

104 hedge funds and large institutions have $256M invested in iShares US Healthcare Providers ETF in 2017 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 31 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

18.29% more ownership

Funds ownership: 214.19%232.48% (+18%)

16% more call options, than puts

Call options by funds: $446K | Put options by funds: $386K

15% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 27

13% more capital invested

Capital invested by funds: $227M → $256M (+$29.1M)

9% more funds holding

Funds holding: 95104 (+9)

Holders
104
Holders Change
+9
Holders Change %
+9.47%
% of All Funds
2.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
31
Reduced
27
Closed
10
Calls
$446K
Puts
$386K
Net Calls
+$60K
Net Calls Change
+$61K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$1.82M +$225K +8,005 +15%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$1.45M +$184K +6,535 +15%
AG
28
Advisor Group
Arizona
$1.44M +$581K +20,655 +75%
JP Morgan Chase
29
JP Morgan Chase
New York
$1.42M +$302K +10,745 +29%
BWM
30
BerganKDV Wealth Management
Minnesota
$1.4M -$68.2K -2,425 -5%
CCM
31
Condor Capital Management
New Jersey
$1.34M -$6.33K -225 -0.5%
SIA
32
Spruce Investment Advisors
Connecticut
$1.27M -$407K -14,455 -25%
BPCE
33
Bank Pictet & Cie (Europe)
Germany
$1.19M
Koshinski Asset Management
34
Koshinski Asset Management
Illinois
$1.15M +$139K +4,955 +15%
GWS
35
Glassman Wealth Services
Virginia
$1.1M
TRCT
36
Tower Research Capital (TRC)
New York
$1.05M +$605K +21,495 +156%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$1.03M -$12.4K -440 -1%
MML Investors Services
38
MML Investors Services
Massachusetts
$933K +$883K +31,390 New
JMPWA
39
JP Morgan Private Wealth Advisors
California
$810K +$63.3K +2,250 +9%
HWA
40
HCR Wealth Advisors
California
$617K -$7.03K -250 -1%
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$602K +$91.1K +3,240 +19%
CAN
42
Cetera Advisor Networks
California
$591K +$56K +1,990 +11%
GLRA
43
Gerald L. Ray & Associates
Texas
$544K
SFSIG
44
San Francisco Sentry Investment Group
California
$510K +$59.1K +2,100 +14%
Creative Planning
45
Creative Planning
Kansas
$473K -$217K -7,725 -33%
WA
46
WESPAC Advisors
California
$458K +$217K +7,710 +100%
CA
47
Cetera Advisors
Colorado
$453K +$28.3K +1,005 +7%
Stifel Financial
48
Stifel Financial
Missouri
$443K -$141 -5 -0%
IFS
49
Ifrah Financial Services
Arkansas
$383K +$362K +12,880 New
AI
50
Atria Investments
North Carolina
$380K +$8.3K +295 +2%

IHF Hedge Fund Activity: Q2 2017 in Review

104 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare Providers ETF (IHF) for Q2 2017, worth a combined $256M — up 13% from $227M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new IHF positions and 10 closed out — a net gain of 10 holders — while 31 added to existing stakes and 27 trimmed.

The largest buyer was Xponance, adding an estimated $4.87M. The largest seller was Citadel Advisors, exiting entirely with an estimated $4.78M sold.

  • 104 institutional investors held iShares US Healthcare Providers ETF (IHF) as of Q2 2017, up from 95 in Q1 2017.
  • Funds reported $256M of iShares US Healthcare Providers ETF stock for Q2 2017, up 13% quarter-over-quarter.
  • 20 funds opened new iShares US Healthcare Providers ETF positions in Q2 2017 and 10 closed out, a net change of +10 holders.
  • The largest iShares US Healthcare Providers ETF buyer in Q2 2017 was Xponance, an estimated $4.87M added.
  • The largest iShares US Healthcare Providers ETF seller in Q2 2017 was Citadel Advisors, an estimated $4.78M sold.

Based on aggregated 13F filings for Q2 2017.