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iShares US Healthcare Providers ETF

158 hedge funds and large institutions have $382M invested in iShares US Healthcare Providers ETF in 2019 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 38 increasing their positions, 46 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 17

21% more funds holding

Funds holding: 131158 (+27)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

17% less capital invested

Capital invested by funds: $459M → $382M (-$76.8M)

17% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 46

53.24% less ownership

Funds ownership: 268.39%215.15% (-53%)

69% less call options, than puts

Call options by funds: $1.58M | Put options by funds: $5.18M

Holders
158
Holders Change
+27
Holders Change %
+20.61%
% of All Funds
3.11%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
45
Increased
38
Reduced
46
Closed
17
Calls
$1.58M
Puts
$5.18M
Net Calls
-$3.6M
Net Calls Change
-$2.05M
Name Holding Trade Value Shares
Change
Change in
Stake
WIA
51
Wealthstreet Investment Advisors
Texas
$1.01M +$9.18K +250 +1%
WS
52
Wedbush Securities
California
$923K +$175K +4,765 +26%
JP Morgan Chase
53
JP Morgan Chase
New York
$920K -$10.3M -280,090 -92%
EH
54
Equitable Holdings
New York
$791K +$723K +19,690 New
FAAS
55
First Allied Advisory Services
California
$768K +$58K +1,580 +9%
CPSC
56
Carl P. Sherr & Co
Massachusetts
$763K +$697K +18,990 New
UCFA
57
United Capital Financial Advisors
Texas
$761K -$16.5K -450 -2%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$761K +$1.65K +45 +0.2%
IAA
59
Independent Advisor Alliance
North Carolina
$744K +$680K +18,535 New
Citadel Advisors
60
Citadel Advisors
Florida
$676K -$8.22M -223,940 -93%
Truist Financial
61
Truist Financial
North Carolina
$666K +$608K +16,575 New
CA
62
Cetera Advisors
Colorado
$653K -$28.8K -785 -5%
DBIA
63
Dumont & Blake Investment Advisors
New Jersey
$652K +$14.7K +400 +3%
Citigroup
64
Citigroup
New York
$604K +$389K +10,605 +239%
PS
65
Portfolio Strategies
New York
$583K +$533K +14,510 New
Stifel Financial
66
Stifel Financial
Missouri
$500K +$10.5K +285 +2%
JIP
67
Jaffetilchin Investment Partners
Florida
$493K -$4.96K -135 -1%
NA
68
NewEdge Advisors
Louisiana
$489K -$65K -1,770 -13%
EAM
69
Evanson Asset Management
California
$486K
GPA
70
Garrison Point Advisors
California
$475K
IFS
71
Ifrah Financial Services
Arkansas
$457K -$4.59K -125 -1%
DTIM
72
Danda Trouve Investment Management
Kansas
$453K +$414K +11,275 New
SC
73
Scotia Capital
Ontario, Canada
$430K +$23.1K +630 +6%
LFAS
74
Level Four Advisory Services
Texas
$421K +$2.94K +80 +0.8%
SS
75
Sunbelt Securities
Texas
$418K

IHF Hedge Fund Activity: Q4 2019 in Review

158 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare Providers ETF (IHF) for Q4 2019, worth a combined $382M — down 17% from $459M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new IHF positions and 17 closed out — a net gain of 28 holders — while 38 added to existing stakes and 46 trimmed.

The largest buyer was Bank Hapoalim BM, opening a new position worth an estimated $2.49M. The largest seller was Morgan Stanley, cutting an estimated $88.9M.

  • 158 institutional investors held iShares US Healthcare Providers ETF (IHF) as of Q4 2019, up from 131 in Q3 2019.
  • Funds reported $382M of iShares US Healthcare Providers ETF stock for Q4 2019, down 17% quarter-over-quarter.
  • 45 funds opened new iShares US Healthcare Providers ETF positions in Q4 2019 and 17 closed out, a net change of +28 holders.
  • The largest iShares US Healthcare Providers ETF buyer in Q4 2019 was Bank Hapoalim BM, an estimated $2.49M added.
  • The largest iShares US Healthcare Providers ETF seller in Q4 2019 was Morgan Stanley, an estimated $88.9M sold.

Based on aggregated 13F filings for Q4 2019.