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iShares US Healthcare Providers ETF
IHF

107 hedge funds and large institutions have $178M invested in iShares US Healthcare Providers ETF in 2018 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 24 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

9.45% more ownership

Funds ownership: 178.51% → 187.96% (+9.4%)

6% more capital invested

Capital invested by funds: $168M → $178M (+$10.2M)

1% more funds holding

Funds holding: 106 → 107 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

25% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 32

62% less call options, than puts

Call options by funds: $1.39M | Put options by funds: $3.65M

Holders
107
Holders Change
+1
Holders Change %
+0.94%
% of All Funds
2.45%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
24
Reduced
32
Closed
14
Calls
$1.39M
Puts
$3.65M
Net Calls
-$2.26M
Net Calls Change
-$1.99M

Top Buyers

Rank Fund Capital Flow
1
WBG
Wharton Business Group
Pennsylvania
+$7.42M
2
Morgan Stanley
Morgan Stanley
New York
+$4.5M
3
MC
Martin & Co
Tennessee
+$3.71M
4
TRCT
Tower Research Capital (TRC)
New York
+$2.02M
5
Jane Street
Jane Street
New York
+$1.41M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$3.36M
2
TSS
Two Sigma Securities
New York
-$1.98M
3
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
-$1.64M
4
Ameriprise
Ameriprise
Minnesota
-$1.36M
5
JFM
Jackson Financial Management
California
-$957K
Name Holding Trade Value Shares
Change 		Change in
Stake
RG
51
Redmile Group
California
$330K +$339K +10,435 New
KIA
52
KCM Investment Advisors
California
$325K +$325 +10 +0.1%
ISB
53
Iowa State Bank
Iowa
$316K – – –
LFAS
54
Level Four Advisory Services
Texas
$312K -$2.44K -75 -0.8%
SB
55
Suntrust Banks
Georgia
$292K +$42.3K +1,300 +16%
AHC
56
Adell Harriman & Carpenter
Texas
$284K – – –
FHC
57
First Heartland Consultants
Missouri
$261K -$813 -25 -0.3%
FHA
58
First Horizon Advisors
Tennessee
$261K +$268K +8,250 New
Creative Planning
59
Creative Planning
Kansas
$260K +$49.1K +1,510 +22%
GFPC
60
Global Financial Private Capital
Florida
$252K +$259K +7,965 New
CB
61
Commerce Bank
Missouri
$245K +$26K +800 +12%
HTC
62
Haverford Trust Company
Pennsylvania
$237K – – –
CT
63
CPF Texas
Texas
$234K +$241K +7,420 New
SC
64
Scotia Capital
Ontario, Canada
$219K +$225K +6,935 New
RMAM
65
Raab & Moskowitz Asset Management
New Jersey
$208K – – –
FHA
66
Flagship Harbor Advisors
Massachusetts
$207K -$20.3K -625 -9%
BHB
67
Bank Hapoalim BM
Israel
$202K – – –
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$178K +$20.3K +625 +13%
MCM
69
MV Capital Management
Maryland
$169K – – –
PA
70
Parallel Advisors
California
$144K +$78K +2,400 +111%
KFA
71
Kabarec Financial Advisors
Illinois
$126K +$2.44K +75 +2%
SWP
72
Stratos Wealth Partners
Ohio
$107K -$77.4K -2,380 -41%
IA
73
IFP Advisors
Florida
$99K – – –
TFA
74
Toth Financial Advisory
Virginia
$74K – – –
APA
75
American Portfolios Advisors
New York
$73K -$4.06K -125 -5%
1 2
3
4 5

IHF Hedge Fund Activity: Q1 2018 in Review

107 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare Providers ETF (IHF) for Q1 2018, worth a combined $178M — up 6.1% from $168M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new IHF positions and 14 closed out — a net gain of 2 holders — while 24 added to existing stakes and 32 trimmed.

The largest buyer was Wharton Business Group, adding an estimated $7.42M. The largest seller was Goldman Sachs, cutting an estimated $3.36M.

  • 107 institutional investors held iShares US Healthcare Providers ETF (IHF) as of Q1 2018, up from 106 in Q4 2017.
  • Funds reported $178M of iShares US Healthcare Providers ETF stock for Q1 2018, up 6.1% quarter-over-quarter.
  • 16 funds opened new iShares US Healthcare Providers ETF positions in Q1 2018 and 14 closed out, a net change of +2 holders.
  • The largest iShares US Healthcare Providers ETF buyer in Q1 2018 was Wharton Business Group, an estimated $7.42M added.
  • The largest iShares US Healthcare Providers ETF seller in Q1 2018 was Goldman Sachs, an estimated $3.36M sold.

Based on aggregated 13F filings for Q1 2018.