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iShares US Healthcare Providers ETF
IHF

89 hedge funds and large institutions have $234M invested in iShares US Healthcare Providers ETF in 2016 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 19 increasing their positions, 40 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 16

0% more funds holding

Funds holding: 89 → 89 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

30% less capital invested

Capital invested by funds: $334M → $234M (-$99.3M)

43.8% less ownership

Funds ownership: 274.69% → 230.89% (-44%)

53% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 40

Holders
89
Holders Change
–
Holders Change %
0%
% of All Funds
2.23%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
19
Reduced
40
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CG
Colony Group
Massachusetts
+$4.37M
2
X
Xponance
Pennsylvania
+$3.95M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.93M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$3.27M
5
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
+$3.08M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$56.1M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$25.6M
3
Goldman Sachs
Goldman Sachs
New York
-$6.75M
4
Wells Fargo
Wells Fargo
California
-$6.55M
5
Jane Street
Jane Street
New York
-$5.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
WB
76
Webster Bank
Connecticut
$20K +$20.1K +815 New
Barclays
77
Barclays
United Kingdom
$19K – – –
GAM
78
Gemmer Asset Management
California
$15K -$27.6K -1,120 -65%
NC
79
NewSquare Capital
Pennsylvania
$13K – – –
AWMS
80
Advocacy Wealth Management Services
Georgia
$12K – – –
HI
81
Hudock Inc
Pennsylvania
$10K -$123 -5 -1%
BTIS
82
BB&T Investment Services
North Carolina
$10K +$9.36K +380 New
BFEC
83
Benjamin F. Edwards & Company
Missouri
$8K +$7.39K +300 New
US Bancorp
84
US Bancorp
Minnesota
$8K +$7.39K +300 New
Simplex Trading
85
Simplex Trading
Illinois
$5K +$5.66K +230 New
MFW
86
Mosaic Family Wealth
Missouri
$3K – – –
TFA
87
Transamerica Financial Advisors
Florida
$1K -$369 -15 -75%
CFA
88
Carroll Financial Associates
North Carolina
$1K – – –
Mirae Asset Global Investments
89
Mirae Asset Global Investments
South Korea
– -$25.6M -1,032,495 Closed
Citadel Advisors
90
Citadel Advisors
Florida
– -$4.54M -183,090 Closed
CS
91
Credit Suisse
Switzerland
– -$3M -120,920 Closed
SG Americas Securities
92
SG Americas Securities
New York
– -$1.79M -72,140 Closed
Millennium Management
93
Millennium Management
New York
– -$1.53M -61,860 Closed
MIAN
94
Mariner Independent Advisor Network
Kansas
– -$1.27M -51,225 Closed
VF
95
Virtu Financial
New York
– -$584K -23,545 Closed
NPC
96
National Planning Corporation
California
– -$336K -14,210 Closed
SAM
97
Symphony Asset Management
California
– -$298K -12,000 Closed
WA
98
WESPAC Advisors
California
– -$259K -10,455 Closed
SPC
99
Sigma Planning Corp
Michigan
– -$249K -10,030 Closed
HWP
100
Hefty Wealth Partners
Indiana
– -$50K -2,055 Closed
1 2 3
4
5

IHF Hedge Fund Activity: Q4 2016 in Review

89 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare Providers ETF (IHF) for Q4 2016, worth a combined $234M — down 30% from $334M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IHF positions and 16 closed out — a net gain of 1 holder — while 19 added to existing stakes and 40 trimmed.

The largest buyer was Colony Group, opening a new position worth an estimated $4.37M. The largest seller was Morgan Stanley, cutting an estimated $56.1M.

  • 89 institutional investors held iShares US Healthcare Providers ETF (IHF) as of Q4 2016, unchanged from Q3 2016.
  • Funds reported $234M of iShares US Healthcare Providers ETF stock for Q4 2016, down 30% quarter-over-quarter.
  • 17 funds opened new iShares US Healthcare Providers ETF positions in Q4 2016 and 16 closed out, a net change of +1 holder.
  • The largest iShares US Healthcare Providers ETF buyer in Q4 2016 was Colony Group, an estimated $4.37M added.
  • The largest iShares US Healthcare Providers ETF seller in Q4 2016 was Morgan Stanley, an estimated $56.1M sold.

Based on aggregated 13F filings for Q4 2016.