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iShares US Healthcare Providers ETF

158 hedge funds and large institutions have $382M invested in iShares US Healthcare Providers ETF in 2019 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 38 increasing their positions, 46 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 17

21% more funds holding

Funds holding: 131158 (+27)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

17% less capital invested

Capital invested by funds: $459M → $382M (-$76.8M)

17% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 46

53.24% less ownership

Funds ownership: 268.39%215.15% (-53%)

69% less call options, than puts

Call options by funds: $1.58M | Put options by funds: $5.18M

Holders
158
Holders Change
+27
Holders Change %
+20.61%
% of All Funds
3.11%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
45
Increased
38
Reduced
46
Closed
17
Calls
$1.58M
Puts
$5.18M
Net Calls
-$3.6M
Net Calls Change
-$2.05M
Name Holding Trade Value Shares
Change
Change in
Stake
HBT
26
Hills Bank & Trust
Iowa
$2.42M -$37.1K -1,010 -2%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$2.16M -$458K -12,470 -19%
Ameriprise
28
Ameriprise
Minnesota
$2.12M -$189K -5,135 -9%
AG
29
Advisor Group
Arizona
$2.11M -$186K -5,070 -9%
UR
30
USCA RIA
Texas
$2.05M -$23.5K -640 -1%
ASN
31
Advisory Services Network
Georgia
$1.97M -$4.83M -131,540 -73%
CCM
32
Condor Capital Management
New Jersey
$1.92M -$10.5K -285 -0.6%
Qube Research & Technologies (QRT)
33
Qube Research & Technologies (QRT)
United Kingdom
$1.89M +$1.73M +47,075 New
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$1.89M +$1.04M +28,425 +146%
WAM
35
Wakefield Asset Management
Colorado
$1.88M -$10.3K -280 -0.6%
MML Investors Services
36
MML Investors Services
Massachusetts
$1.76M -$78.2K -2,130 -5%
AAS
37
Avantax Advisory Services
Texas
$1.58M +$1.45M +39,435 New
Koshinski Asset Management
38
Koshinski Asset Management
Illinois
$1.55M +$485K +13,205 +52%
SFS
39
Sowell Financial Services
Arkansas
$1.43M -$18.7K -510 -1%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$1.32M -$274K -7,475 -19%
TRCT
41
Tower Research Capital (TRC)
New York
$1.31M -$4.7M -128,110 -80%
IAN
42
Integrated Advisors Network
Texas
$1.23M +$1.12M +30,630 New
RSWM
43
Robertson Stephens Wealth Management
California
$1.19M +$614K +16,715 +129%
CF
44
Centaurus Financial
California
$1.17M +$1.07M +29,180 New
NEIRG
45
New England Investment & Retirement Group
Massachusetts
$1.15M +$1.05M +28,660 New
JMPWA
46
JP Morgan Private Wealth Advisors
California
$1.14M +$165K +4,490 +19%
SPC
47
Sigma Planning Corp
Michigan
$1.11M -$13.8K -375 -1%
BWM
48
BerganKDV Wealth Management
Minnesota
$1.09M -$42.8K -1,165 -4%
CAC
49
Certified Advisory Corp
Florida
$1.06M -$34.3K -935 -3%
SCA
50
Snowden Capital Advisors
New York
$1.05M +$959K +26,135 New

IHF Hedge Fund Activity: Q4 2019 in Review

158 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare Providers ETF (IHF) for Q4 2019, worth a combined $382M — down 17% from $459M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new IHF positions and 17 closed out — a net gain of 28 holders — while 38 added to existing stakes and 46 trimmed.

The largest buyer was Bank Hapoalim BM, opening a new position worth an estimated $2.49M. The largest seller was Morgan Stanley, cutting an estimated $88.9M.

  • 158 institutional investors held iShares US Healthcare Providers ETF (IHF) as of Q4 2019, up from 131 in Q3 2019.
  • Funds reported $382M of iShares US Healthcare Providers ETF stock for Q4 2019, down 17% quarter-over-quarter.
  • 45 funds opened new iShares US Healthcare Providers ETF positions in Q4 2019 and 17 closed out, a net change of +28 holders.
  • The largest iShares US Healthcare Providers ETF buyer in Q4 2019 was Bank Hapoalim BM, an estimated $2.49M added.
  • The largest iShares US Healthcare Providers ETF seller in Q4 2019 was Morgan Stanley, an estimated $88.9M sold.

Based on aggregated 13F filings for Q4 2019.