iShares US Healthcare Providers ETF
46 hedge funds and large institutions have $133M invested in iShares US Healthcare Providers ETF in 2013 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 7 closing their positions.
86% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 7
55% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 11
12% more funds holding
Funds holding: 41 → 46 (+5)
2.68% more ownership
Funds ownership: 168.89% → 171.57% (+2.7%)
4% more capital invested
Capital invested by funds: $128M → $133M (+$4.54M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
+$5.67M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$5.14M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.77M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.3M |
| 5 |
U
UBS
Zurich,
Switzerland
|
+$623K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$8.5M |
| 2 |
Citigroup
New York
|
-$4.51M |
| 3 |
JCM
Janney Capital Management
Pittsburgh,
Pennsylvania
|
-$3.76M |
| 4 |
VKH
Virtu KCG Holdings
New York
|
-$2.67M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$987K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCI
51
Brinker Capital Investments
Berwyn,
Pennsylvania
| – | -$524K | -30,000 | Closed |
|
|
ICOA
52
Investment Centers of America
Bismarck,
North Dakota
| – | -$415K | -23,820 | Closed |
|
53
Brown Advisory
Baltimore,
Maryland
| – | -$15K | -860 | Closed |
|
IHF Hedge Fund Activity: Q4 2013 in Review
46 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare Providers ETF (IHF) for Q4 2013, worth a combined $133M — up 3.5% from $128M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new IHF positions and 7 closed out — a net gain of 6 holders — while 17 added to existing stakes and 11 trimmed.
The largest buyer was Lazard Asset Management, opening a new position worth an estimated $5.67M. The largest seller was Clark Capital Management Group, exiting entirely with an estimated $8.5M sold.
- 46 institutional investors held iShares US Healthcare Providers ETF (IHF) as of Q4 2013, up from 41 in Q3 2013.
- Funds reported $133M of iShares US Healthcare Providers ETF stock for Q4 2013, up 3.5% quarter-over-quarter.
- 13 funds opened new iShares US Healthcare Providers ETF positions in Q4 2013 and 7 closed out, a net change of +6 holders.
- The largest iShares US Healthcare Providers ETF buyer in Q4 2013 was Lazard Asset Management, an estimated $5.67M added.
- The largest iShares US Healthcare Providers ETF seller in Q4 2013 was Clark Capital Management Group, an estimated $8.5M sold.
Based on aggregated 13F filings for Q4 2013.