We are live on ! Find out more
IHF icon

iShares US Healthcare Providers ETF

145 hedge funds and large institutions have $472M invested in iShares US Healthcare Providers ETF in 2019 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 42 increasing their positions, 47 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

22% more capital invested

Capital invested by funds: $386M → $472M (+$85.9M)

16.76% more ownership

Funds ownership: 248.37%265.13% (+17%)

4% more call options, than puts

Call options by funds: $6.48M | Put options by funds: $6.24M

4% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 26

0% more funds holding

Funds holding: 145145 (0)

11% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 47

Holders
145
Holders Change
Holders Change %
0%
% of All Funds
3.15%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
27
Increased
42
Reduced
47
Closed
26
Calls
$6.48M
Puts
$6.24M
Net Calls
+$242K
Net Calls Change
+$230K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$3.29M -$178K -5,340 -5%
VF
27
Virtu Financial
New York
$3.17M -$713K -21,450 -19%
RJA
28
Raymond James & Associates
Florida
$3.03M -$332K -9,990 -10%
EPA
29
Element Pointe Advisors
Florida
$2.52M +$2.45M +73,650 New
FA
30
FMA Advisory
Pennsylvania
$2.48M +$215K +6,450 +10%
Ameriprise
31
Ameriprise
Minnesota
$2.14M +$134K +4,020 +7%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$2.12M +$60.5K +1,820 +3%
HBT
33
Hills Bank & Trust
Iowa
$2.11M -$6.32K -190 -0.3%
AG
34
Advisor Group
Arizona
$1.99M -$36.8K -1,105 -2%
BPCE
35
Bank Pictet & Cie (Europe)
Germany
$1.89M
JP Morgan Chase
36
JP Morgan Chase
New York
$1.89M -$40.4K -1,215 -2%
UR
37
USCA RIA
Texas
$1.78M +$6.49K +195 +0.4%
FDCDDQ
38
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.78M +$1.73M +51,930 New
CCM
39
Condor Capital Management
New Jersey
$1.64M +$52.7K +1,585 +3%
TRCT
40
Tower Research Capital (TRC)
New York
$1.63M -$2.81M -84,570 -64%
WAM
41
Wakefield Asset Management
Colorado
$1.55M +$1.5M +45,125 New
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$1.48M -$611K -18,370 -30%
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$1.09M -$1.18M -35,610 -53%
BWM
44
BerganKDV Wealth Management
Minnesota
$1.01M -$404K -12,140 -29%
CAC
45
Certified Advisory Corp
Florida
$965K -$71.2K -2,140 -7%
SPC
46
Sigma Planning Corp
Michigan
$944K +$634K +19,070 +225%
JMPWA
47
JP Morgan Private Wealth Advisors
California
$858K -$233K -7,000 -22%
SB
48
Suntrust Banks
Georgia
$839K -$1.21M -36,250 -60%
Koshinski Asset Management
49
Koshinski Asset Management
Illinois
$784K +$45.9K +1,380 +6%
UCFA
50
United Capital Financial Advisors
Texas
$777K -$10.5M -316,655 -93%

IHF Hedge Fund Activity: Q2 2019 in Review

145 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare Providers ETF (IHF) for Q2 2019, worth a combined $472M — up 22% from $386M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new IHF positions and 26 closed out — a net gain of 1 holder — while 42 added to existing stakes and 47 trimmed.

The largest buyer was Delek Group, adding an estimated $28.1M. The largest seller was Joseph P. Lucia & Associates, cutting an estimated $26.2M.

  • 145 institutional investors held iShares US Healthcare Providers ETF (IHF) as of Q2 2019, unchanged from Q1 2019.
  • Funds reported $472M of iShares US Healthcare Providers ETF stock for Q2 2019, up 22% quarter-over-quarter.
  • 27 funds opened new iShares US Healthcare Providers ETF positions in Q2 2019 and 26 closed out, a net change of +1 holder.
  • The largest iShares US Healthcare Providers ETF buyer in Q2 2019 was Delek Group, an estimated $28.1M added.
  • The largest iShares US Healthcare Providers ETF seller in Q2 2019 was Joseph P. Lucia & Associates, an estimated $26.2M sold.

Based on aggregated 13F filings for Q2 2019.