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iShares US Healthcare Providers ETF
IHF

149 hedge funds and large institutions have $363M invested in iShares US Healthcare Providers ETF in 2018 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 46 increasing their positions, 36 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more call options, than puts

Call options by funds: $3.45M | Put options by funds: $1.7M

85% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 20

28% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 36

10% more funds holding

Funds holding: 135 → 149 (+14)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

25% less capital invested

Capital invested by funds: $487M → $363M (-$124M)

57.09% less ownership

Funds ownership: 266.54% → 209.44% (-57%)

Holders
149
Holders Change
+14
Holders Change %
+10.37%
% of All Funds
3.32%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
37
Increased
46
Reduced
36
Closed
20
Calls
$3.45M
Puts
$1.7M
Net Calls
+$1.75M
Net Calls Change
+$416K

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$33.4M
2
PWS
Paragon Wealth Strategies
Florida
+$15.4M
3
Morgan Stanley
Morgan Stanley
New York
+$15.4M
4
SFI
SPC Financial Inc
Maryland
+$12.5M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$9.22M

Top Sellers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$105M
2
NCM
Niemann Capital Management
Nevada
-$19.5M
3
Citigroup
Citigroup
New York
-$9.48M
4
UCFA
United Capital Financial Advisors
Texas
-$9.13M
5
AI
Atria Investments
North Carolina
-$8.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
OC
26
Oppenheimer & Co
New York
$2.52M +$2.21M +58,200 +324%
Lido Advisors
27
Lido Advisors
California
$2.44M -$7.2K -190 -0.3%
SFS
28
Sowell Financial Services
Arkansas
$2.42M +$2.77M +73,120 New
Stifel Financial
29
Stifel Financial
Missouri
$2.18M +$2.28M +60,140 +992%
UR
30
USCA RIA
Texas
$2.13M -$526K -13,875 -18%
MML Investors Services
31
MML Investors Services
Massachusetts
$2.13M +$1.88M +49,565 +333%
JP Morgan Chase
32
JP Morgan Chase
New York
$2.12M +$805K +21,240 +50%
SWM
33
Segment Wealth Management
Texas
$2.11M +$2.42M +63,865 New
SI
34
Stephens Inc
Arkansas
$2.11M +$2.19M +57,870 +977%
SG Americas Securities
35
SG Americas Securities
New York
$2.1M -$3.32M -87,690 -58%
TSS
36
Two Sigma Securities
New York
$2.1M +$2.4M +63,440 New
HBT
37
Hills Bank & Trust
Iowa
$2.06M -$9.48K -250 -0.4%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$2.01M +$494K +13,025 +27%
AG
39
Advisor Group
Arizona
$1.99M -$169K -4,455 -7%
FA
40
FMA Advisory
Pennsylvania
$1.99M +$28.4K +750 +1%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$1.91M +$420K +11,070 +24%
BPCE
42
Bank Pictet & Cie (Europe)
Germany
$1.82M – – –
SB
43
Suntrust Banks
Georgia
$1.76M +$1.54M +40,710 +322%
Citadel Advisors
44
Citadel Advisors
Florida
$1.71M -$2.25M -59,445 -53%
CCM
45
Condor Capital Management
New Jersey
$1.55M -$16.1K -425 -0.9%
LTFS
46
Ladenburg Thalmann Financial Services
Florida
$1.44M -$1.18M -31,020 -42%
ASN
47
Advisory Services Network
Georgia
$1.4M -$3.16M -83,335 -66%
PCM
48
Penserra Capital Management
California
$1.36M +$1.57M +41,300 New
BWM
49
BerganKDV Wealth Management
Minnesota
$1.36M -$86.4K -2,280 -5%
NL
50
NWAM LLC
Washington
$1.34M +$1.53M +40,480 New
1
2
3 4 5

IHF Hedge Fund Activity: Q4 2018 in Review

149 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare Providers ETF (IHF) for Q4 2018, worth a combined $363M — down 25% from $487M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IHF positions and 20 closed out — a net gain of 17 holders — while 46 added to existing stakes and 36 trimmed.

The largest buyer was Bank of America, adding an estimated $33.4M. The largest seller was Bank of Montreal, cutting an estimated $105M.

  • 149 institutional investors held iShares US Healthcare Providers ETF (IHF) as of Q4 2018, up from 135 in Q3 2018.
  • Funds reported $363M of iShares US Healthcare Providers ETF stock for Q4 2018, down 25% quarter-over-quarter.
  • 37 funds opened new iShares US Healthcare Providers ETF positions in Q4 2018 and 20 closed out, a net change of +17 holders.
  • The largest iShares US Healthcare Providers ETF buyer in Q4 2018 was Bank of America, an estimated $33.4M added.
  • The largest iShares US Healthcare Providers ETF seller in Q4 2018 was Bank of Montreal, an estimated $105M sold.

Based on aggregated 13F filings for Q4 2018.