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iShares US Healthcare Providers ETF
IHF

89 hedge funds and large institutions have $334M invested in iShares US Healthcare Providers ETF in 2016 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 43 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

22.56% more ownership

Funds ownership: 252.13% → 274.69% (+23%)

6% less capital invested

Capital invested by funds: $356M → $334M (-$22.5M)

11% less funds holding

Funds holding: 100 → 89 (-11)

51% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 43

59% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 17

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
89
Holders Change
-11
Holders Change %
-11%
% of All Funds
2.37%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
7
Increased
21
Reduced
43
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RIG
RiverFront Investment Group
Virginia
+$27.2M
2
Morgan Stanley
Morgan Stanley
New York
+$11M
3
RJA
Raymond James & Associates
Florida
+$6.5M
4
Jane Street
Jane Street
New York
+$4.82M
5
TH
Timber Hill
Connecticut
+$2.05M

Top Sellers

Rank Fund Capital Flow
1
SFI
SPC Financial Inc
Maryland
-$7.75M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$7.7M
3
Bank of America
Bank of America
North Carolina
-$6.76M
4
Wells Fargo
Wells Fargo
California
-$5.72M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFSIG
51
San Francisco Sentry Investment Group
California
$386K – – –
AHC
52
Adell Harriman & Carpenter
Texas
$347K -$75.4K -3,000 -18%
NPC
53
National Planning Corporation
California
$336K -$459K -18,255 -56%
DWM
54
Dakota Wealth Management
Florida
$336K -$15.1K -600 -4%
SAM
55
Symphony Asset Management
California
$298K +$302K +12,000 New
RMAM
56
Raab & Moskowitz Asset Management
New Jersey
$291K +$296K +11,760 New
WA
57
WESPAC Advisors
California
$259K -$1.89K -75 -0.7%
Northern Trust
58
Northern Trust
Illinois
$255K -$18.9K -750 -7%
KIA
59
KCM Investment Advisors
California
$255K – – –
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$252K +$12.7K +505 +5%
SPC
61
Sigma Planning Corp
Michigan
$249K +$8.55K +340 +4%
ISB
62
Iowa State Bank
Iowa
$248K – – –
Creative Planning
63
Creative Planning
Kansas
$219K +$18K +715 +9%
CAN
64
Cetera Advisor Networks
California
$212K -$90.3K -3,590 -30%
FHC
65
First Heartland Consultants
Missouri
$210K -$5.78K -230 -3%
IA
66
IFP Advisors
Florida
$167K +$2.64K +105 +2%
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$146K -$9.93K -395 -6%
Fifth Third Bancorp
68
Fifth Third Bancorp
Ohio
$95K +$62.9K +2,500 +187%
MWM
69
MinichMacGregor Wealth Management
New York
$54K -$3.06M -121,590 -98%
Bessemer Group
70
Bessemer Group
New Jersey
$50K – – –
HWP
71
Hefty Wealth Partners
Indiana
$50K +$51.7K +2,055 New
WAM
72
Wealthspire Advisors (Maryland)
Maryland
$48K – – –
GAM
73
Gemmer Asset Management
California
$43K – – –
LNB
74
Ledyard National Bank
$43K – – –
EWM
75
Evercore Wealth Management
New York
$39K – – –
1 2
3
4 5

IHF Hedge Fund Activity: Q3 2016 in Review

89 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare Providers ETF (IHF) for Q3 2016, worth a combined $334M — down 6.3% from $356M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of IHF and 7 opened new positions — a net loss of 10 holders — while 43 trimmed existing stakes and 21 added.

The largest buyer was RiverFront Investment Group, adding an estimated $27.2M. The largest seller was SPC Financial Inc, exiting entirely with an estimated $7.75M sold.

  • 89 institutional investors held iShares US Healthcare Providers ETF (IHF) as of Q3 2016, down from 100 in Q2 2016.
  • Funds reported $334M of iShares US Healthcare Providers ETF stock for Q3 2016, down 6.3% quarter-over-quarter.
  • 7 funds opened new iShares US Healthcare Providers ETF positions in Q3 2016 and 17 closed out, a net change of -10 holders.
  • The largest iShares US Healthcare Providers ETF buyer in Q3 2016 was RiverFront Investment Group, an estimated $27.2M added.
  • The largest iShares US Healthcare Providers ETF seller in Q3 2016 was SPC Financial Inc, an estimated $7.75M sold.

Based on aggregated 13F filings for Q3 2016.