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iShares US Healthcare Providers ETF

107 hedge funds and large institutions have $178M invested in iShares US Healthcare Providers ETF in 2018 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 24 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

9.45% more ownership

Funds ownership: 178.51%187.96% (+9.4%)

6% more capital invested

Capital invested by funds: $168M → $178M (+$10.2M)

1% more funds holding

Funds holding: 106107 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

25% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 32

62% less call options, than puts

Call options by funds: $1.39M | Put options by funds: $3.65M

Holders
107
Holders Change
+1
Holders Change %
+0.94%
% of All Funds
2.45%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
24
Reduced
32
Closed
14
Calls
$1.39M
Puts
$3.65M
Net Calls
-$2.26M
Net Calls Change
-$1.99M
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
26
BerganKDV Wealth Management
Minnesota
$1.33M -$109K -3,345 -7%
JP Morgan Chase
27
JP Morgan Chase
New York
$1.33M -$44.7K -1,375 -3%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$1.29M -$2.76K -85 -0.2%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$1.22M -$35.8K -1,100 -3%
Koshinski Asset Management
30
Koshinski Asset Management
Illinois
$985K -$69.7K -2,145 -6%
CAC
31
Certified Advisory Corp
Florida
$981K -$22.6K -695 -2%
CWA
32
Clarus Wealth Advisors
Arizona
$844K +$869K +26,740 New
JMPWA
33
JP Morgan Private Wealth Advisors
California
$828K -$56.9K -1,750 -6%
MML Investors Services
34
MML Investors Services
Massachusetts
$755K -$156K -4,810 -17%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$752K -$3.41K -105 -0.4%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$691K +$259K +7,965 +57%
CAN
37
Cetera Advisor Networks
California
$612K +$28K +860 +5%
HWA
38
HCR Wealth Advisors
California
$607K
SFSIG
39
San Francisco Sentry Investment Group
California
$563K
WIA
40
Wealthstreet Investment Advisors
Texas
$531K -$32.5K -1,000 -6%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$498K
CA
42
Crewe Advisors
Utah
$488K -$2.76K -85 -0.5%
WA
43
WESPAC Advisors
California
$487K
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$445K -$445K -13,675 -49%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$440K -$572K -17,585 -56%
IFS
46
Ifrah Financial Services
Arkansas
$404K -$3.74K -115 -0.9%
EAM
47
Evanson Asset Management
California
$382K
OPWM
48
Oak Point Wealth Management
Michigan
$369K +$385K +11,835 New
CA
49
Cetera Advisors
Colorado
$341K -$9.75K -300 -3%
DWM
50
Dakota Wealth Management
Florida
$334K -$4.06K -125 -1%

IHF Hedge Fund Activity: Q1 2018 in Review

107 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare Providers ETF (IHF) for Q1 2018, worth a combined $178M — up 6.1% from $168M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new IHF positions and 14 closed out — a net gain of 2 holders — while 24 added to existing stakes and 32 trimmed.

The largest buyer was Wharton Business Group, adding an estimated $7.42M. The largest seller was Goldman Sachs, cutting an estimated $3.36M.

  • 107 institutional investors held iShares US Healthcare Providers ETF (IHF) as of Q1 2018, up from 106 in Q4 2017.
  • Funds reported $178M of iShares US Healthcare Providers ETF stock for Q1 2018, up 6.1% quarter-over-quarter.
  • 16 funds opened new iShares US Healthcare Providers ETF positions in Q1 2018 and 14 closed out, a net change of +2 holders.
  • The largest iShares US Healthcare Providers ETF buyer in Q1 2018 was Wharton Business Group, an estimated $7.42M added.
  • The largest iShares US Healthcare Providers ETF seller in Q1 2018 was Goldman Sachs, an estimated $3.36M sold.

Based on aggregated 13F filings for Q1 2018.