We are live on ! Find out more
IHF icon

iShares US Healthcare Providers ETF

135 hedge funds and large institutions have $487M invested in iShares US Healthcare Providers ETF in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 48 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 7

146% more call options, than puts

Call options by funds: $2.26M | Put options by funds: $919K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

92% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 25

82% more capital invested

Capital invested by funds: $268M → $487M (+$219M)

71.97% more ownership

Funds ownership: 194.57%266.54% (+72%)

13% more funds holding

Funds holding: 119135 (+16)

Holders
135
Holders Change
+16
Holders Change %
+13.45%
% of All Funds
3.09%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
24
Increased
48
Reduced
25
Closed
7
Calls
$2.26M
Puts
$919K
Net Calls
+$1.34M
Net Calls Change
+$1.25M
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$3.42M +$1.62M +42,555 +99%
UR
27
USCA RIA
Texas
$3.14M -$334K -8,790 -10%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$2.98M +$2.29M +60,410 +429%
KSA
29
Ken Stern & Associates
California
$2.96M +$2.82M +74,185 New
Lido Advisors
30
Lido Advisors
California
$2.85M +$2.71M +71,310 New
AG
31
Advisor Group
Arizona
$2.58M +$614K +16,175 +33%
HBT
32
Hills Bank & Trust
Iowa
$2.5M -$57.9K -1,525 -2%
FA
33
FMA Advisory
Pennsylvania
$2.38M +$5.13K +135 +0.2%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$2.25M +$299K +7,865 +16%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$2.22M -$4.16M -109,380 -66%
BPCE
36
Bank Pictet & Cie (Europe)
Germany
$2.2M
Mariner
37
Mariner
Kansas
$1.97M +$1.87M +49,240 New
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$1.91M +$386K +10,160 +27%
CCM
39
Condor Capital Management
New Jersey
$1.89M +$4.75K +125 +0.3%
Koshinski Asset Management
40
Koshinski Asset Management
Illinois
$1.89M +$698K +18,385 +64%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$1.87M +$169K +4,445 +10%
BWM
42
BerganKDV Wealth Management
Minnesota
$1.73M +$24.5K +645 +2%
1832 Asset Management
43
1832 Asset Management
Ontario, Canada
$1.72M +$1.64M +43,080 New
JP Morgan Chase
44
JP Morgan Chase
New York
$1.71M -$8.17K -215 -0.5%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$1.46M +$395K +10,405 +40%
CWA
46
Clarus Wealth Advisors
Arizona
$1.42M +$330K +8,680 +32%
CAC
47
Certified Advisory Corp
Florida
$1.29M +$25.8K +680 +2%
JMPWA
48
JP Morgan Private Wealth Advisors
California
$1.23M +$90.2K +2,375 +8%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$1.1M +$213K +5,615 +26%
VWM
50
Venturi Wealth Management
Texas
$1.09M +$608K +16,000 +142%

IHF Hedge Fund Activity: Q3 2018 in Review

135 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare Providers ETF (IHF) for Q3 2018, worth a combined $487M — up 82% from $268M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new IHF positions and 7 closed out — a net gain of 17 holders — while 48 added to existing stakes and 25 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $107M. The largest seller was Morgan Stanley, cutting an estimated $23.5M.

  • 135 institutional investors held iShares US Healthcare Providers ETF (IHF) as of Q3 2018, up from 119 in Q2 2018.
  • Funds reported $487M of iShares US Healthcare Providers ETF stock for Q3 2018, up 82% quarter-over-quarter.
  • 24 funds opened new iShares US Healthcare Providers ETF positions in Q3 2018 and 7 closed out, a net change of +17 holders.
  • The largest iShares US Healthcare Providers ETF buyer in Q3 2018 was Bank of Montreal, an estimated $107M added.
  • The largest iShares US Healthcare Providers ETF seller in Q3 2018 was Morgan Stanley, an estimated $23.5M sold.

Based on aggregated 13F filings for Q3 2018.