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iShares US Healthcare Providers ETF
IHF

150 hedge funds and large institutions have $589M invested in iShares US Healthcare Providers ETF in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 49 increasing their positions, 45 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $553M → $589M (+$36.7M)

9% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 45

4% less funds holding

Funds holding: 156 → 150 (-6)

16.26% less ownership

Funds ownership: 347.61% → 331.35% (-16%)

27% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 22

79% less call options, than puts

Call options by funds: $3.78M | Put options by funds: $18.3M

Holders
150
Holders Change
-6
Holders Change %
-3.85%
% of All Funds
3.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
49
Reduced
45
Closed
22
Calls
$3.78M
Puts
$18.3M
Net Calls
-$14.6M
Net Calls Change
+$16.1M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$19.1M
2
Barclays
Barclays
United Kingdom
+$18.8M
3
UBS Group
UBS Group
Switzerland
+$6.24M
4
UR
USCA RIA
Texas
+$2.77M
5
Goldman Sachs
Goldman Sachs
New York
+$2.71M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$32.9M
2
CI
Clal Insurance
Israel
-$27.9M
3
MIH
Meitav Investment House
Israel
-$14.4M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$12M
5
PF
Phoenix Financial
Israel
-$12M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
51
Sigma Planning Corp
Michigan
$1.13M +$51.1K +1,355 +5%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$1.12M -$25.2K -670 -2%
BWM
53
BerganKDV Wealth Management
Minnesota
$1.04M – – –
CG
54
Caprock Group
Idaho
$1.03M +$449K +11,915 +81%
TFA
55
Teamwork Financial Advisors
Texas
$1.02M +$993K +26,355 New
JMPWA
56
JP Morgan Private Wealth Advisors
California
$999K +$5.65K +150 +0.6%
CAC
57
Certified Advisory Corp
Florida
$994K -$13K -345 -1%
FAAS
58
First Allied Advisory Services
California
$866K +$71K +1,885 +9%
SPIA
59
Steward Partners Investment Advisory
New York
$856K -$8.48K -225 -1%
Truist Financial
60
Truist Financial
North Carolina
$800K +$49.6K +1,315 +7%
CPSC
61
Carl P. Sherr & Co
Massachusetts
$735K +$1.88K +50 +0.3%
UCFA
62
United Capital Financial Advisors
Texas
$724K -$2.26K -60 -0.3%
DBIA
63
Dumont & Blake Investment Advisors
New Jersey
$616K +$15.1K +400 +3%
JP Morgan Chase
64
JP Morgan Chase
New York
$556K -$653K -17,320 -55%
NA
65
NewEdge Advisors
Louisiana
$529K +$50.7K +1,345 +11%
CA
66
Cetera Advisors
Colorado
$514K +$2.45K +65 +0.5%
SC
67
Scotia Capital
Ontario, Canada
$503K +$8.48K +225 +2%
EAM
68
Evanson Asset Management
California
$467K – – –
GPA
69
Garrison Point Advisors
California
$458K +$942 +25 +0.2%
LFAS
70
Level Four Advisory Services
Texas
$458K +$94K +2,495 +27%
Stifel Financial
71
Stifel Financial
Missouri
$449K -$22K -585 -5%
DTIM
72
Danda Trouve Investment Management
Kansas
$436K +$754 +20 +0.2%
IFS
73
Ifrah Financial Services
Arkansas
$427K -$14.3K -380 -3%
BPA
74
Beacon Pointe Advisors
California
$421K +$36.4K +965 +10%
ISB
75
Iowa State Bank
Iowa
$386K – – –
1 2
3
4 5

IHF Hedge Fund Activity: Q2 2020 in Review

150 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare Providers ETF (IHF) for Q2 2020, worth a combined $589M — up 6.6% from $553M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of IHF and 16 opened new positions — a net loss of 6 holders — while 45 trimmed existing stakes and 49 added.

The largest buyer was Bank of America, adding an estimated $19.1M. The largest seller was Morgan Stanley, cutting an estimated $32.9M.

  • 150 institutional investors held iShares US Healthcare Providers ETF (IHF) as of Q2 2020, down from 156 in Q1 2020.
  • Funds reported $589M of iShares US Healthcare Providers ETF stock for Q2 2020, up 6.6% quarter-over-quarter.
  • 16 funds opened new iShares US Healthcare Providers ETF positions in Q2 2020 and 22 closed out, a net change of -6 holders.
  • The largest iShares US Healthcare Providers ETF buyer in Q2 2020 was Bank of America, an estimated $19.1M added.
  • The largest iShares US Healthcare Providers ETF seller in Q2 2020 was Morgan Stanley, an estimated $32.9M sold.

Based on aggregated 13F filings for Q2 2020.