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iShares US Healthcare Providers ETF

156 hedge funds and large institutions have $553M invested in iShares US Healthcare Providers ETF in 2020 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 42 increasing their positions, 47 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

132.45% more ownership

Funds ownership: 215.15%347.61% (+132%)

45% more capital invested

Capital invested by funds: $382M → $553M (+$170M)

7% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 27

1% less funds holding

Funds holding: 158156 (-2)

11% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 47

93% less call options, than puts

Call options by funds: $2.19M | Put options by funds: $32.8M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
156
Holders Change
-2
Holders Change %
-1.27%
% of All Funds
3.44%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
29
Increased
42
Reduced
47
Closed
27
Calls
$2.19M
Puts
$32.8M
Net Calls
-$30.6M
Net Calls Change
-$27M
Name Holding Trade Value Shares
Change
Change in
Stake
BHB
26
Bank Hapoalim BM
Israel
$2.43M +$189K +4,990 +7%
AIC
27
Ayalon Insurance Company
Israel
$2.28M +$198K +5,225 +8%
FA
28
FMA Advisory
Pennsylvania
$2.27M -$27.8K -735 -1%
HBT
29
Hills Bank & Trust
Iowa
$2.16M +$178K +4,695 +8%
RJA
30
Raymond James & Associates
Florida
$1.86M -$497K -13,145 -19%
CI
31
CX Institutional
Indiana
$1.71M +$1.94M +51,315 New
Ameriprise
32
Ameriprise
Minnesota
$1.58M -$210K -5,555 -11%
CCM
33
Condor Capital Management
New Jersey
$1.58M -$17.6K -465 -1%
AAS
34
Avantax Advisory Services
Texas
$1.54M +$255K +6,750 +17%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$1.51M -$315K -8,325 -15%
SFI
36
SPC Financial Inc
Maryland
$1.31M +$1.48M +39,165 New
MML Investors Services
37
MML Investors Services
Massachusetts
$1.27M -$214K -5,655 -13%
B
38
Barings
North Carolina
$1.24M +$1.41M +37,175 New
SFS
39
Sowell Financial Services
Arkansas
$1.17M -$18K -475 -1%
Koshinski Asset Management
40
Koshinski Asset Management
Illinois
$1.17M -$135K -3,570 -9%
Qube Research & Technologies (QRT)
41
Qube Research & Technologies (QRT)
United Kingdom
$1.16M -$471K -12,445 -26%
JP Morgan Chase
42
JP Morgan Chase
New York
$1.06M +$335K +8,850 +39%
IAN
43
Integrated Advisors Network
Texas
$1.04M +$19.9K +525 +2%
RSWM
44
Robertson Stephens Wealth Management
California
$1.02M +$31.8K +840 +3%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$990K -$122K -3,225 -10%
SPC
46
Sigma Planning Corp
Michigan
$933K +$12.7K +335 +1%
BWM
47
BerganKDV Wealth Management
Minnesota
$899K -$2.65K -70 -0.3%
WIA
48
Wealthstreet Investment Advisors
Texas
$879K +$47.3K +1,250 +5%
CAC
49
Certified Advisory Corp
Florida
$870K -$12.3K -325 -1%
JMPWA
50
JP Morgan Private Wealth Advisors
California
$858K -$103K -2,725 -10%

IHF Hedge Fund Activity: Q1 2020 in Review

156 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare Providers ETF (IHF) for Q1 2020, worth a combined $553M — up 45% from $382M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IHF positions and 27 closed out — a net gain of 2 holders — while 42 added to existing stakes and 47 trimmed.

The largest buyer was Credit Suisse, opening a new position worth an estimated $157M. The largest seller was Barclays, exiting entirely with an estimated $20.1M sold.

  • 156 institutional investors held iShares US Healthcare Providers ETF (IHF) as of Q1 2020, down from 158 in Q4 2019.
  • Funds reported $553M of iShares US Healthcare Providers ETF stock for Q1 2020, up 45% quarter-over-quarter.
  • 29 funds opened new iShares US Healthcare Providers ETF positions in Q1 2020 and 27 closed out, a net change of +2 holders.
  • The largest iShares US Healthcare Providers ETF buyer in Q1 2020 was Credit Suisse, an estimated $157M added.
  • The largest iShares US Healthcare Providers ETF seller in Q1 2020 was Barclays, an estimated $20.1M sold.

Based on aggregated 13F filings for Q1 2020.