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iShares US Healthcare Providers ETF
IHF

150 hedge funds and large institutions have $589M invested in iShares US Healthcare Providers ETF in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 49 increasing their positions, 45 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $553M → $589M (+$36.7M)

9% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 45

4% less funds holding

Funds holding: 156 → 150 (-6)

16.26% less ownership

Funds ownership: 347.61% → 331.35% (-16%)

27% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 22

79% less call options, than puts

Call options by funds: $3.78M | Put options by funds: $18.3M

Holders
150
Holders Change
-6
Holders Change %
-3.85%
% of All Funds
3.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
49
Reduced
45
Closed
22
Calls
$3.78M
Puts
$18.3M
Net Calls
-$14.6M
Net Calls Change
+$16.1M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$19.1M
2
Barclays
Barclays
United Kingdom
+$18.8M
3
UBS Group
UBS Group
Switzerland
+$6.24M
4
UR
USCA RIA
Texas
+$2.77M
5
Goldman Sachs
Goldman Sachs
New York
+$2.71M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$32.9M
2
CI
Clal Insurance
Israel
-$27.9M
3
MIH
Meitav Investment House
Israel
-$14.4M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$12M
5
PF
Phoenix Financial
Israel
-$12M
Name Holding Trade Value Shares
Change 		Change in
Stake
UR
26
USCA RIA
Texas
$3.19M +$2.77M +73,395 +803%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$2.9M -$297K -7,880 -9%
FA
28
FMA Advisory
Pennsylvania
$2.59M -$30.7K -815 -1%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$2.46M +$2.4M +63,665 +10,977%
BHB
30
Bank Hapoalim BM
Israel
$2.41M -$388K -10,310 -14%
HBT
31
Hills Bank & Trust
Iowa
$2.38M -$124K -3,295 -5%
Qube Research & Technologies (QRT)
32
Qube Research & Technologies (QRT)
United Kingdom
$2.32M +$964K +25,570 +74%
RJA
33
Raymond James & Associates
Florida
$2.29M +$131K +3,480 +6%
Ameriprise
34
Ameriprise
Minnesota
$2.19M +$354K +9,395 +20%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$1.95M +$196K +5,205 +11%
CCM
36
Condor Capital Management
New Jersey
$1.81M -$16.8K -445 -0.9%
AAS
37
Avantax Advisory Services
Texas
$1.77M -$9.04K -240 -0.5%
CI
38
CX Institutional
Indiana
$1.75M -$230K -6,100 -12%
HSA
39
HBK Sorce Advisory
Pennsylvania
$1.63M +$1.59M +42,140 New
SFI
40
SPC Financial Inc
Maryland
$1.56M +$48.8K +1,295 +3%
Koshinski Asset Management
41
Koshinski Asset Management
Illinois
$1.41M +$49K +1,300 +4%
MML Investors Services
42
MML Investors Services
Massachusetts
$1.41M -$65.4K -1,735 -5%
SFS
43
Sowell Financial Services
Arkansas
$1.34M -$18.8K -500 -1%
B
44
Barings
North Carolina
$1.24M – – –
IAN
45
Integrated Advisors Network
Texas
$1.24M +$33K +875 +3%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$1.2M +$414K +11,000 +55%
WIA
47
Wealthstreet Investment Advisors
Texas
$1.2M +$177K +4,700 +18%
RSWM
48
Robertson Stephens Wealth Management
California
$1.18M – – –
AWM
49
AE Wealth Management
Kansas
$1.16M +$1.13M +29,980 New
Millennium Management
50
Millennium Management
New York
$1.15M +$1.12M +29,655 New
1
2
3 4 5

IHF Hedge Fund Activity: Q2 2020 in Review

150 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare Providers ETF (IHF) for Q2 2020, worth a combined $589M — up 6.6% from $553M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of IHF and 16 opened new positions — a net loss of 6 holders — while 45 trimmed existing stakes and 49 added.

The largest buyer was Bank of America, adding an estimated $19.1M. The largest seller was Morgan Stanley, cutting an estimated $32.9M.

  • 150 institutional investors held iShares US Healthcare Providers ETF (IHF) as of Q2 2020, down from 156 in Q1 2020.
  • Funds reported $589M of iShares US Healthcare Providers ETF stock for Q2 2020, up 6.6% quarter-over-quarter.
  • 16 funds opened new iShares US Healthcare Providers ETF positions in Q2 2020 and 22 closed out, a net change of -6 holders.
  • The largest iShares US Healthcare Providers ETF buyer in Q2 2020 was Bank of America, an estimated $19.1M added.
  • The largest iShares US Healthcare Providers ETF seller in Q2 2020 was Morgan Stanley, an estimated $32.9M sold.

Based on aggregated 13F filings for Q2 2020.