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iShares US Healthcare Providers ETF
IHF

149 hedge funds and large institutions have $363M invested in iShares US Healthcare Providers ETF in 2018 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 46 increasing their positions, 36 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more call options, than puts

Call options by funds: $3.45M | Put options by funds: $1.7M

85% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 20

28% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 36

10% more funds holding

Funds holding: 135 → 149 (+14)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

25% less capital invested

Capital invested by funds: $487M → $363M (-$124M)

57.09% less ownership

Funds ownership: 266.54% → 209.44% (-57%)

Holders
149
Holders Change
+14
Holders Change %
+10.37%
% of All Funds
3.32%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
37
Increased
46
Reduced
36
Closed
20
Calls
$3.45M
Puts
$1.7M
Net Calls
+$1.75M
Net Calls Change
+$416K

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$33.4M
2
PWS
Paragon Wealth Strategies
Florida
+$15.4M
3
Morgan Stanley
Morgan Stanley
New York
+$15.4M
4
SFI
SPC Financial Inc
Maryland
+$12.5M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$9.22M

Top Sellers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$105M
2
NCM
Niemann Capital Management
Nevada
-$19.5M
3
Citigroup
Citigroup
New York
-$9.48M
4
UCFA
United Capital Financial Advisors
Texas
-$9.13M
5
AI
Atria Investments
North Carolina
-$8.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$1.3M -$105M -2,769,365 -99%
FNC
52
First National Corp
Massachusetts
$1.15M +$1.32M +34,720 New
CAC
53
Certified Advisory Corp
Florida
$1.07M +$14K +370 +1%
JMPWA
54
JP Morgan Private Wealth Advisors
California
$1M -$18.8K -495 -2%
HighTower Advisors
55
HighTower Advisors
Illinois
$1M +$1.15M +30,370 New
Millennium Management
56
Millennium Management
New York
$908K +$1.04M +27,495 New
FAIM
57
Financial Advocates Investment Management
Washington
$905K +$1.04M +27,405 New
TNAM
58
Terra Nova Asset Management
New York
$887K -$6.82K -180 -0.7%
CAN
59
Cetera Advisor Networks
California
$875K +$131K +3,450 +15%
CI
60
CX Institutional
Indiana
$837K +$372K +9,810 +63%
VC
61
Vicus Capital
Pennsylvania
$808K -$83.4K -2,200 -8%
Koshinski Asset Management
62
Koshinski Asset Management
Illinois
$802K -$889K -23,455 -50%
KA
63
Kovack Advisors
Florida
$790K +$906K +23,900 New
Wolverine Trading
64
Wolverine Trading
Illinois
$680K +$787K +20,775 New
HWA
65
HCR Wealth Advisors
California
$591K – – –
GCA
66
Genesee Capital Advisors
New York
$519K +$595K +15,710 New
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$517K -$455K -11,995 -43%
DBIA
68
Dumont & Blake Investment Advisors
New Jersey
$498K +$572K +15,085 New
WWM
69
Western Wealth Management
Colorado
$495K +$569K +15,010 New
CA
70
Cetera Advisors
Colorado
$483K +$59.1K +1,560 +12%
PAG
71
Private Advisor Group
New Jersey
$476K +$307K +8,100 +128%
PA
72
Parallel Advisors
California
$460K +$291K +7,690 +123%
WA
73
WESPAC Advisors
California
$456K -$61K -1,610 -10%
CA
74
Crewe Advisors
Utah
$452K -$28.6K -755 -5%
FHA
75
Flagship Harbor Advisors
Massachusetts
$445K +$117K +3,075 +30%
1 2
3
4 5

IHF Hedge Fund Activity: Q4 2018 in Review

149 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare Providers ETF (IHF) for Q4 2018, worth a combined $363M — down 25% from $487M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IHF positions and 20 closed out — a net gain of 17 holders — while 46 added to existing stakes and 36 trimmed.

The largest buyer was Bank of America, adding an estimated $33.4M. The largest seller was Bank of Montreal, cutting an estimated $105M.

  • 149 institutional investors held iShares US Healthcare Providers ETF (IHF) as of Q4 2018, up from 135 in Q3 2018.
  • Funds reported $363M of iShares US Healthcare Providers ETF stock for Q4 2018, down 25% quarter-over-quarter.
  • 37 funds opened new iShares US Healthcare Providers ETF positions in Q4 2018 and 20 closed out, a net change of +17 holders.
  • The largest iShares US Healthcare Providers ETF buyer in Q4 2018 was Bank of America, an estimated $33.4M added.
  • The largest iShares US Healthcare Providers ETF seller in Q4 2018 was Bank of Montreal, an estimated $105M sold.

Based on aggregated 13F filings for Q4 2018.